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 |
|---|---|---|---|---|---|
|
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
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
9,354
shares
|
$254,802
0.07% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
9,231
shares
|
$251,452
0.09% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,224
shares
|
$251,261
0.06% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
9,204
shares
|
$250,716
0.02% of portfolio
|
Q4 2024
Added 194.34%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
9,141
shares
|
$249,000
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
9,136
shares
|
$248,864
0.17% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
9,124
shares
|
$248,537
0.02% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
9,100
shares
|
$247,884
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
9,074
shares
|
$247,175
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
9,000
shares
|
$245,160
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
9,000
shares
|
$245,160
0.19% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
9,000
shares
|
$245,160
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
8,986
shares
|
$244,778
0.02% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,970
shares
|
$244,342
0.08% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
8,960
shares
|
$244,070
0.14% of portfolio
|
Q3 2025
Added 15.36%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,949
shares
|
$243,770
0.03% of portfolio
|
Q3 2025
Reduced 74.5%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,907
shares
|
$242,626
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
8,881
shares
|
$241,918
0.19% of portfolio
|
Q2 2023
Reduced 13.06%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
8,880
shares
|
$241,891
0.03% of portfolio
|
Q4 2025
Added 15.31%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
8,880
shares
|
$241,891
0.02% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
8,878
shares
|
$241,836
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
8,835
shares
|
$240,665
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
8,835
shares
|
$240,665
0.08% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,830
shares
|
$240,529
0.0% of portfolio
|
Q3 2025
New holding
|
|