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 866 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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$280,517
0.13% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
10,288
shares
|
$280,245
0.02% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
10,284
shares
|
$280,136
0.19% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
10,282
shares
|
$280,081
0.02% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,275
shares
|
$279,891
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2026 Q4 2025 |
10,214
shares
|
$278,229
0.06% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
10,181
shares
|
$277,330
0.13% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
10,170
shares
|
$277,030
0.05% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,158
shares
|
$276,703
0.22% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
10,149
shares
|
$276,458
0.1% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
10,115
shares
|
$275,532
0.03% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
10,099
shares
|
$275,096
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
10,099
shares
|
$275,096
0.1% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
10,083
shares
|
$274,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
10,065
shares
|
$274,170
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,060
shares
|
$274,034
0.47% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
10,045
shares
|
$273,625
0.43% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,034
shares
|
$273,326
0.4% of portfolio
|
Q1 2022
Added 6.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,027
shares
|
$273,135
0.0% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
9,997
shares
|
$272,318
0.21% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
9,996
shares
|
$272,291
0.04% of portfolio
|
Q3 2025
Added 32.45%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
9,990
shares
|
$272,127
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
9,987
shares
|
$272,045
0.09% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
9,916
shares
|
$270,111
0.03% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
9,913
shares
|
$270,030
0.14% of portfolio
|
Q4 2025
Reduced 0.59%
|
|