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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
444
shares
|
$11,797
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
442
shares
|
$11,743
0.05% of portfolio
|
Q3 2022
Added 320.95%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
432
shares
|
$11,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
426
shares
|
$11,318
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
426
shares
|
$11,318
0.01% of portfolio
|
Q2 2025
Reduced 86.11%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
422
shares
|
$11,212
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
418
shares
|
$11,106
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
400
shares
|
$10,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$10,495
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
394
shares
|
$10,468
0.0% of portfolio
|
Q2 2025
Added 173.61%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
344
shares
|
$9,140
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
326
shares
|
$8,661
0.0% of portfolio
|
Q1 2025
Added 44.89%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,130
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
300
shares
|
$7,971
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
300
shares
|
$7,971
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$7,838
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
275
shares
|
$7,306
0.01% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
270
shares
|
$7,173
0.0% of portfolio
|
Q4 2024
Added 462.5%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
246
shares
|
$6,536
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
225
shares
|
$5,978
0.0% of portfolio
|
Q3 2025
Reduced 82.45%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
219
shares
|
$5,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
217
shares
|
$5,765
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
201
shares
|
$5,340
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
182
shares
|
$4,835
0.01% of portfolio
|
Q3 2024
Reduced 69.87%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
181
shares
|
$4,809
0.0% of portfolio
|
Q3 2025
New holding
|