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 |
|---|---|---|---|---|---|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
10,279
shares
|
$273,113
0.27% of portfolio
|
Q3 2025
Reduced 60.43%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,275
shares
|
$273,006
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
10,265
shares
|
$272,741
0.02% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
10,258
shares
|
$272,555
0.12% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
10,227
shares
|
$271,731
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
10,191
shares
|
$270,774
0.11% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,182
shares
|
$270,535
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
10,118
shares
|
$268,835
0.04% of portfolio
|
Q2 2025
Reduced 55.19%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
10,115
shares
|
$268,755
0.03% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Raub Brock Capital Management LP
|
Oct 15, 2025 Q3 2025 |
10,113
shares
|
$268,702
0.06% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
10,085
shares
|
$267,958
0.13% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
10,065
shares
|
$267,427
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,060
shares
|
$267,294
0.47% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
10,055
shares
|
$267,161
0.11% of portfolio
|
Q4 2024
Added 241.19%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
10,045
shares
|
$266,895
0.43% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
10,043
shares
|
$266,842
0.16% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,034
shares
|
$266,603
0.4% of portfolio
|
Q1 2022
Added 6.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,027
shares
|
$266,417
0.0% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
9,990
shares
|
$265,434
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
9,972
shares
|
$264,956
0.14% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
9,916
shares
|
$263,468
0.03% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
9,884
shares
|
$262,617
0.24% of portfolio
|
Q3 2025
Reduced 84.43%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,873
shares
|
$262,325
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
9,852
shares
|
$261,767
0.01% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
9,852
shares
|
$261,767
0.14% of portfolio
|
Q4 2024
Added 200.0%
|