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 |
|---|---|---|---|---|---|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
7,492
shares
|
$199,062
0.12% of portfolio
|
Q3 2025
Reduced 64.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,472
shares
|
$198,531
0.02% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
7,420
shares
|
$197,149
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
7,407
shares
|
$196,803
0.18% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
7,400
shares
|
$196,618
0.09% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,298
shares
|
$193,907
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,291
shares
|
$193,721
0.04% of portfolio
|
Q4 2023
Added 89.92%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,202
shares
|
$191,357
0.09% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,039
shares
|
$187,026
0.0% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,032
shares
|
$186,840
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
7,000
shares
|
$185,990
0.14% of portfolio
|
Q1 2023
Added 0.17%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
6,974
shares
|
$185,299
0.05% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$181,499
0.37% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,821
shares
|
$181,233
0.03% of portfolio
|
Q2 2025
Added 364.33%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,779
shares
|
$180,118
0.01% of portfolio
|
Q2 2024
Added 21.84%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
6,749
shares
|
$179,320
0.02% of portfolio
|
Q4 2024
Added 213.91%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,677
shares
|
$177,407
0.01% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,666
shares
|
$177,115
0.02% of portfolio
|
Q4 2024
Added 191.36%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
6,636
shares
|
$176,318
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
6,631
shares
|
$176,185
0.01% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,389
shares
|
$169,755
0.04% of portfolio
|
Q3 2023
Reduced 40.38%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
6,327
shares
|
$168,108
0.06% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,221
shares
|
$165,291
0.0% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,208
shares
|
$164,946
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
6,160
shares
|
$163,671
0.13% of portfolio
|
Q2 2025
Added 25.59%
|