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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,113
shares
|
$82,712
0.15% of portfolio
|
Q1 2022
Added 0.42%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,072
shares
|
$81,623
0.21% of portfolio
|
Q2 2025
Reduced 28.94%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,018
shares
|
$80,188
0.05% of portfolio
|
Q2 2025
Reduced 97.11%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
3,011
shares
|
$80,002
10.6% of portfolio
|
Q4 2023
Reduced 93.51%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
3,005
shares
|
$79,842
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,000
shares
|
$79,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,000
shares
|
$79,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
2,975
shares
|
$79,045
0.02% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,900
shares
|
$77,053
0.08% of portfolio
|
Q2 2022
Added 5.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,770
shares
|
$73,598
0.01% of portfolio
|
Q1 2024
Reduced 31.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,721
shares
|
$72,296
0.01% of portfolio
|
Q2 2025
Added 11.06%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,688
shares
|
$71,420
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
2,635
shares
|
$70,011
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,604
shares
|
$69,188
0.0% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
2,598
shares
|
$69,028
0.01% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$63,768
0.01% of portfolio
|
Q4 2024
Added 247.32%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,349
shares
|
$62,412
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
2,340
shares
|
$62,173
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
2,264
shares
|
$60,154
0.02% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
2,190
shares
|
$58,188
0.02% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
2,169
shares
|
$57,630
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
2,136
shares
|
$56,753
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
2,100
shares
|
$55,797
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
2,097
shares
|
$55,717
0.04% of portfolio
|
Q2 2025
Added 160.82%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,097
shares
|
$55,717
0.0% of portfolio
|
Q2 2025
Added 6890.0%
|