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 2,061 institutions that hold shares in the stock, with a total of 865 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,125
shares
|
$330,285
0.1% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
12,114
shares
|
$329,985
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
12,095
shares
|
$329,467
0.35% of portfolio
|
Q4 2025
Reduced 26.34%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
12,081
shares
|
$329,086
0.37% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
12,061
shares
|
$328,541
0.13% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
12,053
shares
|
$328,323
0.14% of portfolio
|
Q4 2025
Reduced 6.72%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
11,967
shares
|
$325,981
0.06% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$325,844
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
11,931
shares
|
$325,000
0.06% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,926
shares
|
$324,864
0.01% of portfolio
|
Q3 2025
Reduced 93.27%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$324,673
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
11,913
shares
|
$324,510
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
11,866
shares
|
$323,229
0.07% of portfolio
|
Q4 2024
Added 202.94%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$322,821
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
11,797
shares
|
$321,350
0.09% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
11,788
shares
|
$321,105
0.03% of portfolio
|
Q3 2025
Added 49.05%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,781
shares
|
$320,914
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
11,771
shares
|
$320,642
0.12% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
11,745
shares
|
$319,933
0.09% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$319,743
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,667
shares
|
$317,809
0.01% of portfolio
|
Q4 2024
Added 132.78%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
11,662
shares
|
$317,672
0.11% of portfolio
|
Q4 2025
Reduced 47.18%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
11,650
shares
|
$317,346
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
11,637
shares
|
$316,991
0.08% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
11,563
shares
|
$314,976
0.01% of portfolio
|
Q2 2025
Reduced 16.2%
|
|