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 |
|---|---|---|---|---|---|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
2,002
shares
|
$53,193
0.04% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,983
shares
|
$52,688
0.02% of portfolio
|
Q2 2023
Added 4.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,981
shares
|
$52,635
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
1,981
shares
|
$52,635
0.05% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,904
shares
|
$50,589
0.02% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,864
shares
|
$49,526
0.01% of portfolio
|
Q2 2025
Added 24.1%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,854
shares
|
$49,260
0.02% of portfolio
|
Q4 2024
Reduced 97.71%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,850
shares
|
$49,154
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,848
shares
|
$49,101
0.02% of portfolio
|
Q2 2025
Reduced 27.53%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,800
shares
|
$47,826
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,780
shares
|
$47,294
0.03% of portfolio
|
Q2 2025
Added 140.54%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,777
shares
|
$47,214
0.03% of portfolio
|
Q1 2025
Reduced 60.48%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
1,722
shares
|
$45,753
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,677
shares
|
$44,557
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,665
shares
|
$44,239
0.04% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
1,635
shares
|
$43,441
0.01% of portfolio
|
Q3 2025
Added 41.19%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1,607
shares
|
$42,697
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
1,600
shares
|
$42,512
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
1,599
shares
|
$42,485
0.01% of portfolio
|
Q3 2025
Reduced 28.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$42,113
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$41,156
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,500
shares
|
$39,855
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,500
shares
|
$39,855
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,500
shares
|
$39,855
0.01% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$39,722
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|