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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
8,080
shares
|
$214,685
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,073
shares
|
$214,499
0.01% of portfolio
|
Q3 2025
Added 239.2%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
8,064
shares
|
$214,260
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
8,063
shares
|
$214,233
0.05% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,044
shares
|
$213,729
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
8,038
shares
|
$213,569
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
8,035
shares
|
$213,489
0.06% of portfolio
|
Q3 2025
Reduced 40.41%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
7,990
shares
|
$212,294
0.05% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,977
shares
|
$211,948
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
7,970
shares
|
$211,762
0.04% of portfolio
|
Q2 2025
Reduced 76.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
7,970
shares
|
$211,762
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
7,970
shares
|
$211,762
0.04% of portfolio
|
Q2 2025
Reduced 76.06%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
7,949
shares
|
$211,204
0.03% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
7,937
shares
|
$210,886
0.14% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
7,934
shares
|
$210,806
0.04% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
7,934
shares
|
$210,806
0.1% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
7,932
shares
|
$210,753
0.11% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
7,915
shares
|
$210,301
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
7,911
shares
|
$210,195
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
7,909
shares
|
$210,142
0.02% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
7,902
shares
|
$209,956
0.17% of portfolio
|
Q3 2025
Added 186.41%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,864
shares
|
$208,946
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
7,864
shares
|
$208,946
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
7,845
shares
|
$208,441
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$208,415
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|