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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
5,858
shares
|
$155,647
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
5,843
shares
|
$155,248
0.0% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,651
shares
|
$150,147
0.03% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
5,565
shares
|
$147,862
0.0% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,333
shares
|
$141,697
0.1% of portfolio
|
Q3 2024
Added 74.11%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,274
shares
|
$140,130
0.27% of portfolio
|
Q2 2022
Added 97.97%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
5,080
shares
|
$134,975
0.17% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,035
shares
|
$133,779
0.55% of portfolio
|
Q4 2023
Added 4.87%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,788
shares
|
$127,217
0.02% of portfolio
|
Q3 2023
Added 480.36%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,721
shares
|
$125,436
0.03% of portfolio
|
Q3 2025
Reduced 80.72%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
4,700
shares
|
$124,879
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,664
shares
|
$123,922
0.04% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
4,650
shares
|
$123,550
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,623
shares
|
$122,833
0.27% of portfolio
|
Q3 2023
Reduced 66.25%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,607
shares
|
$122,407
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,513
shares
|
$119,910
0.16% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,493
shares
|
$119,379
0.01% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,423
shares
|
$117,519
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
4,422
shares
|
$117,492
0.04% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,414
shares
|
$117,279
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,267
shares
|
$113,374
0.13% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
4,256
shares
|
$113,081
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
4,235
shares
|
$112,523
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,080
shares
|
$108,405
0.04% of portfolio
|
Q4 2024
Added 202.67%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
4,030
shares
|
$107,077
0.09% of portfolio
|
Q1 2025
New holding
|