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 |
|---|---|---|---|---|---|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
850
shares
|
$22,584
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
830
shares
|
$22,053
0.0% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
829
shares
|
$22,026
0.0% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
812
shares
|
$21,574
0.0% of portfolio
|
Q3 2025
Reduced 30.66%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
810
shares
|
$21,521
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
792
shares
|
$21,043
0.0% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
755
shares
|
$20,060
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$18,599
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
687
shares
|
$18,253
0.01% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
663
shares
|
$17,615
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
660
shares
|
$17,536
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
650
shares
|
$17,270
0.01% of portfolio
|
Q4 2024
Added 1200.0%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,004
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,004
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
638
shares
|
$16,951
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
620
shares
|
$16,473
0.0% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
567
shares
|
$15,065
0.02% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
565
shares
|
$15,012
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
553
shares
|
$14,693
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
484
shares
|
$12,859
0.01% of portfolio
|
Q2 2025
Reduced 96.23%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
474
shares
|
$12,594
0.0% of portfolio
|
Q4 2024
Reduced 50.52%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
450
shares
|
$11,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
450
shares
|
$11,956
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
450
shares
|
$11,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
447
shares
|
$11,876
0.01% of portfolio
|
Q4 2024
New holding
|