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 |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
9,802
shares
|
$260,439
0.05% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
9,738
shares
|
$258,738
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
9,738
shares
|
$258,738
0.08% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
9,729
shares
|
$258,499
0.25% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,708
shares
|
$257,941
0.19% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
9,706
shares
|
$257,888
0.07% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
9,704
shares
|
$257,835
0.19% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
9,683
shares
|
$257,277
0.1% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
9,642
shares
|
$256,187
0.04% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,621
shares
|
$255,629
0.06% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
9,614
shares
|
$255,443
0.01% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
9,564
shares
|
$254,115
0.23% of portfolio
|
Q2 2025
Reduced 45.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
9,482
shares
|
$251,936
0.02% of portfolio
|
Q4 2024
Added 198.93%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
9,471
shares
|
$251,644
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Rivers Group
|
Oct 07, 2025 Q3 2025 |
9,457
shares
|
$251,272
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
9,452
shares
|
$251,139
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
9,437
shares
|
$250,741
0.01% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,426
shares
|
$250,448
0.08% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
9,366
shares
|
$248,854
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
9,354
shares
|
$248,535
0.07% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
9,335
shares
|
$248,030
0.02% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
9,316
shares
|
$247,526
0.05% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
9,311
shares
|
$247,393
0.1% of portfolio
|
Q2 2025
Reduced 75.1%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
9,246
shares
|
$245,666
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
9,231
shares
|
$245,267
0.09% of portfolio
|
Q1 2025
Reduced 8.8%
|