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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
11,553
shares
|
$314,703
0.04% of portfolio
|
Q2 2025
Added 28.3%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
11,431
shares
|
$311,380
0.67% of portfolio
|
Q3 2025
Added 272.1%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
11,425
shares
|
$311,217
0.05% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
11,422
shares
|
$311,135
0.04% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
11,391
shares
|
$310,290
0.13% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
11,364
shares
|
$309,555
0.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
11,347
shares
|
$309,092
0.13% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
11,331
shares
|
$308,656
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
11,320
shares
|
$308,356
0.05% of portfolio
|
Q4 2025
Added 21.51%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,315
shares
|
$308,220
0.02% of portfolio
|
Q4 2022
Added 55.0%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
11,286
shares
|
$307,430
0.06% of portfolio
|
Q4 2025
Added 24.36%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
11,273
shares
|
$307,076
0.22% of portfolio
|
Q4 2025
Reduced 19.74%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
11,265
shares
|
$306,858
0.09% of portfolio
|
Q3 2025
Reduced 20.55%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
11,195
shares
|
$304,951
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
11,181
shares
|
$304,570
0.08% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
11,180
shares
|
$304,543
0.13% of portfolio
|
Q4 2025
Reduced 9.95%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
11,168
shares
|
$304,216
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
|
$301,546
0.21% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
10,935
shares
|
$297,869
0.1% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
10,923
shares
|
$297,542
0.07% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
10,916
shares
|
$297,351
0.13% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
10,907
shares
|
$297,106
0.1% of portfolio
|
Q4 2025
Added 7.12%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
10,901
shares
|
$296,943
0.0% of portfolio
|
Q3 2025
Added 34.58%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
10,853
shares
|
$295,635
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
10,800
shares
|
$294,192
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|