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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,521
shares
|
$204,872
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
7,509
shares
|
$204,545
0.23% of portfolio
|
Q4 2024
Added 180.82%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
7,500
shares
|
$204,300
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
7,500
shares
|
$204,300
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
7,492
shares
|
$204,082
0.12% of portfolio
|
Q3 2025
Reduced 64.14%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,472
shares
|
$203,537
0.02% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
7,448
shares
|
$202,883
0.05% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
7,448
shares
|
$202,883
0.04% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
7,443
shares
|
$202,747
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
7,435
shares
|
$202,529
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
7,434
shares
|
$202,502
0.02% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
7,400
shares
|
$201,576
0.09% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
7,367
shares
|
$200,677
0.08% of portfolio
|
Q4 2025
Reduced 28.18%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,298
shares
|
$198,797
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,291
shares
|
$198,606
0.04% of portfolio
|
Q4 2023
Added 89.92%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
7,204
shares
|
$196,236
0.03% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,202
shares
|
$196,182
0.09% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,039
shares
|
$191,742
0.0% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,032
shares
|
$191,551
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
7,000
shares
|
$190,680
0.14% of portfolio
|
Q1 2023
Added 0.17%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
6,974
shares
|
$189,971
0.04% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$186,076
0.37% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,779
shares
|
$184,659
0.01% of portfolio
|
Q2 2024
Added 21.84%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
6,749
shares
|
$183,842
0.02% of portfolio
|
Q4 2024
Added 213.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,726
shares
|
$183,216
0.02% of portfolio
|
Q3 2025
Added 0.9%
|
|