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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$208,415
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,835
shares
|
$208,175
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
7,818
shares
|
$207,724
0.07% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,772
shares
|
$206,502
0.53% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
7,771
shares
|
$206,475
0.07% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
7,767
shares
|
$206,369
0.13% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
7,756
shares
|
$206,076
0.12% of portfolio
|
Q3 2025
Reduced 96.97%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
7,755
shares
|
$206,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
7,750
shares
|
$205,917
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
7,726
shares
|
$205,279
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
7,719
shares
|
$205,093
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
7,701
shares
|
$204,615
0.02% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
7,639
shares
|
$202,968
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
7,633
shares
|
$202,808
0.16% of portfolio
|
Q4 2024
Added 189.68%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
7,630
shares
|
$202,729
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
7,605
shares
|
$202,064
0.16% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
7,599
shares
|
$201,905
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
7,584
shares
|
$201,506
0.15% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
7,547
shares
|
$200,523
0.03% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,546
shares
|
$200,497
0.0% of portfolio
|
Q3 2020
Reduced 11.77%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
7,542
shares
|
$200,390
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
7,510
shares
|
$199,540
0.14% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
7,509
shares
|
$199,514
0.23% of portfolio
|
Q4 2024
Added 180.82%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
7,500
shares
|
$199,275
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
7,492
shares
|
$199,062
0.12% of portfolio
|
Q3 2025
Reduced 64.14%
|