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 |
|---|---|---|---|---|---|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
9,857
shares
|
$268,504
0.23% of portfolio
|
Q4 2025
Added 33.08%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
9,852
shares
|
$268,368
0.01% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
9,852
shares
|
$268,368
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
9,848
shares
|
$268,259
0.02% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
9,841
shares
|
$268,068
0.14% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
9,832
shares
|
$267,823
0.08% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
9,801
shares
|
$266,979
0.24% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
9,708
shares
|
$264,445
0.19% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
9,683
shares
|
$263,764
0.1% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
9,670
shares
|
$263,410
0.15% of portfolio
|
Q3 2025
Reduced 30.38%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
9,660
shares
|
$263,138
0.13% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
9,642
shares
|
$262,648
0.04% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,621
shares
|
$262,076
0.06% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
9,614
shares
|
$261,885
0.01% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Smart Money Group LLC
|
Nov 12, 2025 Q3 2025 |
9,580
shares
|
$260,959
0.21% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
9,559
shares
|
$260,387
0.04% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
9,555
shares
|
$260,278
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
9,507
shares
|
$258,970
0.02% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$258,779
0.04% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,482
shares
|
$258,289
0.02% of portfolio
|
Q4 2024
Added 198.93%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
9,437
shares
|
$257,063
0.01% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
9,434
shares
|
$256,982
0.15% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
9,380
shares
|
$255,511
0.17% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
9,371
shares
|
$255,266
0.03% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Arta Finance Wealth Management LLC
Mountain View, CA |
Jan 20, 2026 Q4 2025 |
9,359
shares
|
$254,939
0.13% of portfolio
|
Q4 2025
New holding
|
|