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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
8,473
shares
|
$230,804
0.1% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,460
shares
|
$230,450
0.03% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
8,364
shares
|
$227,835
0.05% of portfolio
|
Q2 2025
Reduced 55.79%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
8,340
shares
|
$227,181
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
8,318
shares
|
$226,582
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,317
shares
|
$226,555
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
8,315
shares
|
$226,500
0.01% of portfolio
|
Q3 2025
Reduced 20.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
8,260
shares
|
$225,002
0.07% of portfolio
|
Q3 2025
Reduced 65.9%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
8,146
shares
|
$221,897
0.1% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
8,130
shares
|
$221,461
0.05% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
8,093
shares
|
$220,453
0.05% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
8,077
shares
|
$220,017
0.09% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,073
shares
|
$219,908
0.01% of portfolio
|
Q3 2025
Added 239.2%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
8,064
shares
|
$219,663
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
8,035
shares
|
$218,873
0.06% of portfolio
|
Q3 2025
Reduced 40.41%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
8,018
shares
|
$218,410
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
7,990
shares
|
$217,647
0.05% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,988
shares
|
$217,593
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,977
shares
|
$217,293
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
7,937
shares
|
$216,203
0.14% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
7,934
shares
|
$216,122
0.1% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
7,932
shares
|
$216,067
0.1% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
7,915
shares
|
$215,604
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
7,902
shares
|
$215,250
0.17% of portfolio
|
Q3 2025
Added 186.41%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
7,896
shares
|
$215,087
0.0% of portfolio
|
Q3 2025
Reduced 58.51%
|
|