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 2,022 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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
868,358
shares
|
$23.1 Million
3.95% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
843,223
shares
|
$22.4 Million
17.55% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
840,628
shares
|
$22.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$22.3 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
835,613
shares
|
$22.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.6%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
835,035
shares
|
$22.2 Million
5.56% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
830,507
shares
|
$22.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
829,095
shares
|
$22 Million
1.71% of portfolio
|
Q2 2025
Added 2690.06%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
828,050
shares
|
$22 Million
0.24% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
820,000
shares
|
$21.8 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
812,290
shares
|
$21.6 Million
0.66% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
810,070
shares
|
$21.5 Million
5.99% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
809,803
shares
|
$21.5 Million
1.89% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
805,953
shares
|
$21.4 Million
0.42% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
790,813
shares
|
$21 Million
3.92% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
788,071
shares
|
$20.9 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Wit, LLC
District Of Columbia, DC |
Aug 14, 2025 Q2 2025 |
786,995
shares
|
$20.9 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
775,552
shares
|
$20.6 Million
0.75% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
774,894
shares
|
$20.6 Million
1.66% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
767,946
shares
|
$20.4 Million
6.67% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
765,930
shares
|
$20.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
758,396
shares
|
$20.2 Million
16.84% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
735,449
shares
|
$19.5 Million
3.44% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
733,480
shares
|
$19.5 Million
4.61% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
732,891
shares
|
$19.5 Million
5.57% of portfolio
|
Q2 2025
Added 2.78%
|