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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,005
shares
|
$106,412
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,930
shares
|
$104,420
0.07% of portfolio
|
Q2 2023
Added 19.09%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
3,858
shares
|
$102,507
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
3,850
shares
|
$102,294
0.08% of portfolio
|
Q2 2025
Added 186.89%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
3,832
shares
|
$101,816
0.02% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
3,816
shares
|
$101,391
0.03% of portfolio
|
Q3 2025
Added 118.43%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,797
shares
|
$100,886
0.01% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
3,773
shares
|
$100,248
0.02% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,732
shares
|
$99,159
0.08% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,724
shares
|
$98,946
0.01% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,720
shares
|
$98,840
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,668
shares
|
$97,458
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
3,663
shares
|
$97,325
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
3,655
shares
|
$97,113
0.03% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,615
shares
|
$96,050
0.07% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,600
shares
|
$95,652
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
3,547
shares
|
$94,243
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
3,468
shares
|
$92,144
0.03% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
3,420
shares
|
$90,869
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3,303
shares
|
$87,760
0.04% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,271
shares
|
$86,910
0.01% of portfolio
|
Q4 2022
Reduced 12.02%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
3,264
shares
|
$86,724
0.01% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
3,240
shares
|
$86,086
0.04% of portfolio
|
Q2 2025
Added 80900.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,176
shares
|
$84,386
0.01% of portfolio
|
Q4 2024
Added 256.05%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,146
shares
|
$83,589
0.03% of portfolio
|
Q2 2025
New holding
|