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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,224
shares
|
$245,081
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
9,204
shares
|
$244,550
0.02% of portfolio
|
Q4 2024
Added 194.34%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
9,138
shares
|
$242,796
0.09% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
9,137
shares
|
$242,770
0.01% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
9,124
shares
|
$242,424
0.02% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
9,098
shares
|
$241,733
0.03% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
9,075
shares
|
$241,122
0.05% of portfolio
|
Q4 2024
Added 186.28%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
9,032
shares
|
$239,980
0.01% of portfolio
|
Q2 2025
Reduced 46.17%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
9,000
shares
|
$239,130
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
9,000
shares
|
$239,130
0.19% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
9,000
shares
|
$239,130
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
8,981
shares
|
$238,625
0.06% of portfolio
|
Q3 2025
Added 201.48%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
8,946
shares
|
$237,695
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,907
shares
|
$236,658
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
8,883
shares
|
$236,021
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
8,881
shares
|
$235,968
0.19% of portfolio
|
Q2 2023
Reduced 13.06%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
8,880
shares
|
$235,941
0.02% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
8,864
shares
|
$235,516
0.18% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
8,858
shares
|
$235,357
0.19% of portfolio
|
Q2 2025
Added 20.39%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
8,850
shares
|
$235,144
0.05% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
8,835
shares
|
$234,745
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
8,835
shares
|
$234,745
0.08% of portfolio
|
Q1 2025
Reduced 17.85%
|