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 |
|---|---|---|---|---|---|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
7,847
shares
|
$213,752
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
7,845
shares
|
$213,697
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$213,670
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
7,834
shares
|
$213,398
0.02% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
7,818
shares
|
$212,962
0.07% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
7,791
shares
|
$212,226
0.03% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
7,774
shares
|
$211,763
0.06% of portfolio
|
Q3 2025
Added 254.98%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,772
shares
|
$211,709
0.53% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
7,772
shares
|
$211,709
0.13% of portfolio
|
Q3 2025
Added 455.14%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
7,756
shares
|
$211,273
0.12% of portfolio
|
Q3 2025
Reduced 96.97%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
7,755
shares
|
$211,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
7,719
shares
|
$210,265
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
7,701
shares
|
$209,775
0.02% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
7,686
shares
|
$209,366
0.03% of portfolio
|
Q3 2025
Reduced 24.04%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
7,639
shares
|
$208,086
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
7,633
shares
|
$207,922
0.15% of portfolio
|
Q4 2024
Added 189.68%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
7,628
shares
|
$207,786
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
7,618
shares
|
$207,514
0.03% of portfolio
|
Q4 2025
Reduced 4.16%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
7,606
shares
|
$207,187
0.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
7,599
shares
|
$206,996
0.08% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,564
shares
|
$206,043
0.03% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
7,559
shares
|
$205,907
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
7,546
shares
|
$205,553
0.0% of portfolio
|
Q3 2020
Reduced 11.77%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
7,542
shares
|
$205,444
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
7,537
shares
|
$205,307
0.13% of portfolio
|
Q3 2025
Added 0.36%
|
|