Institutional Ownership Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD). We have compiled data on the 2,024 institutions that hold shares in the stock, with a total of 839 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
11,563
shares
|
$307,228
0.01% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
11,553
shares
|
$306,963
0.04% of portfolio
|
Q2 2025
Added 28.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
11,502
shares
|
$305,608
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
11,473
shares
|
$304,837
0.11% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
11,436
shares
|
$303,854
0.09% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
11,422
shares
|
$303,482
0.04% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
11,347
shares
|
$301,489
0.13% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
11,331
shares
|
$301,064
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$300,639
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
11,303
shares
|
$300,320
0.14% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
11,291
shares
|
$300,001
0.11% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
11,282
shares
|
$299,762
0.13% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
11,258
shares
|
$299,125
0.14% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
11,202
shares
|
$297,637
0.14% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
11,200
shares
|
$297,584
0.08% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
11,168
shares
|
$296,733
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
11,070
shares
|
$294,129
0.21% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
11,029
shares
|
$293,040
0.12% of portfolio
|
Q1 2025
Added 186.24%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
11,021
shares
|
$292,827
0.03% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
10,923
shares
|
$290,224
0.07% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
10,900
shares
|
$289,613
0.21% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
10,885
shares
|
$289,214
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
10,853
shares
|
$288,364
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
10,834
shares
|
$287,859
0.16% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
10,814
shares
|
$287,327
0.11% of portfolio
|
Q2 2025
Added 0.98%
|