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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,677
shares
|
$181,881
0.01% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,389
shares
|
$174,036
0.04% of portfolio
|
Q3 2023
Reduced 40.38%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
6,327
shares
|
$172,347
0.06% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,221
shares
|
$169,460
0.0% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
6,217
shares
|
$169,351
0.04% of portfolio
|
Q4 2025
Reduced 30.78%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
6,208
shares
|
$169,105
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,104
shares
|
$166,272
0.08% of portfolio
|
Q3 2023
Added 50.98%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,041
shares
|
$164,556
0.02% of portfolio
|
Q1 2023
Reduced 3.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
6,016
shares
|
$163,875
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,961
shares
|
$162,377
0.01% of portfolio
|
Q4 2025
Added 32.67%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
5,958
shares
|
$162,295
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
5,858
shares
|
$159,571
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
5,858
shares
|
$159,571
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
5,821
shares
|
$158,564
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,651
shares
|
$153,933
0.03% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
5,550
shares
|
$151,182
0.05% of portfolio
|
Q3 2025
Added 54.17%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
5,344
shares
|
$145,570
0.2% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,333
shares
|
$145,270
0.1% of portfolio
|
Q3 2024
Added 74.11%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,274
shares
|
$143,663
0.27% of portfolio
|
Q2 2022
Added 97.97%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,035
shares
|
$137,153
0.55% of portfolio
|
Q4 2023
Added 4.87%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,892
shares
|
$133,258
0.0% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
4,788
shares
|
$130,425
0.02% of portfolio
|
Q3 2023
Added 480.36%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
4,751
shares
|
$129,417
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,721
shares
|
$128,600
0.03% of portfolio
|
Q3 2025
Reduced 80.72%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,708
shares
|
$128,245
0.03% of portfolio
|
Q4 2025
Added 467.91%
|
|