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 2,023 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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
8,820
shares
|
$234,347
0.04% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,815
shares
|
$234,214
0.04% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,808
shares
|
$234,028
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
8,758
shares
|
$232,700
0.11% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
8,752
shares
|
$232,540
0.03% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
8,735
shares
|
$232,088
0.06% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
8,728
shares
|
$231,902
0.07% of portfolio
|
Q3 2025
Reduced 29.25%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
8,700
shares
|
$231,159
0.24% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
8,677
shares
|
$230,547
0.13% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
8,632
shares
|
$229,352
0.03% of portfolio
|
Q3 2025
Reduced 47.93%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
8,624
shares
|
$229,139
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
8,595
shares
|
$228,369
0.03% of portfolio
|
Q3 2025
Reduced 46.57%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
8,580
shares
|
$227,970
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
8,559
shares
|
$227,412
0.07% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
8,557
shares
|
$227,359
0.13% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
8,544
shares
|
$227,014
0.09% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
8,526
shares
|
$226,535
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
8,461
shares
|
$224,808
0.08% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,460
shares
|
$224,782
0.03% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
8,410
shares
|
$223,453
0.04% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
8,364
shares
|
$222,231
0.05% of portfolio
|
Q2 2025
Reduced 55.79%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
8,340
shares
|
$221,593
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
8,328
shares
|
$221,274
0.06% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,317
shares
|
$220,982
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
8,300
shares
|
$220,531
0.03% of portfolio
|
Q2 2025
New holding
|