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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,494
shares
|
$39,695
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,492
shares
|
$39,642
0.03% of portfolio
|
Q2 2025
Added 25.17%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,475
shares
|
$39,190
0.01% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,423
shares
|
$37,809
0.02% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,422
shares
|
$37,782
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,400
shares
|
$37,198
0.03% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,392
shares
|
$36,985
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,350
shares
|
$35,869
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,317
shares
|
$34,992
0.02% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,282
shares
|
$34,062
0.0% of portfolio
|
Q2 2025
Added 57.3%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,275
shares
|
$33,876
0.01% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,273
shares
|
$33,823
0.01% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,235
shares
|
$32,813
0.02% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,218
shares
|
$32,362
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$30,342
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,135
shares
|
$30,156
0.01% of portfolio
|
Q2 2025
Added 476.14%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
1,128
shares
|
$29,970
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
1,122
shares
|
$29,811
0.01% of portfolio
|
Q3 2025
Reduced 74.12%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
1,095
shares
|
$29,094
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,050
shares
|
$27,898
0.01% of portfolio
|
Q3 2025
Reduced 70.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$26,570
0.01% of portfolio
|
Q3 2021
Reduced 18.63%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
990
shares
|
$26,304
0.01% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
975
shares
|
$25,905
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
960
shares
|
$25,507
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
875
shares
|
$23,248
0.04% of portfolio
|
Q4 2023
Reduced 14.13%
|