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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
10,800
shares
|
$286,956
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
10,770
shares
|
$286,158
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
10,713
shares
|
$284,644
0.06% of portfolio
|
Q2 2025
Reduced 29.72%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
10,677
shares
|
$283,687
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,562
shares
|
$280,632
0.08% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$280,419
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
10,550
shares
|
$280,313
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
10,545
shares
|
$280,180
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$279,197
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
10,450
shares
|
$277,656
0.05% of portfolio
|
Q2 2025
Added 380.9%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
10,444
shares
|
$277,497
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
10,437
shares
|
$277,311
0.26% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
10,425
shares
|
$276,992
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
10,425
shares
|
$276,992
0.02% of portfolio
|
Q2 2025
Reduced 35.86%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
10,414
shares
|
$276,699
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
10,414
shares
|
$276,699
0.0% of portfolio
|
Q2 2025
Reduced 96.37%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
10,395
shares
|
$276,195
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$275,956
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,373
shares
|
$275,610
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
10,367
shares
|
$275,451
0.11% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
10,363
shares
|
$275,344
0.02% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
10,362
shares
|
$275,318
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
10,356
shares
|
$275,158
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
10,329
shares
|
$274,441
0.05% of portfolio
|
Q2 2025
Reduced 7.0%
|