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 2,056 institutions that hold shares in the stock, with a total of 872 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
709,430
shares
|
$19.3 Million
2.97% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
708,856
shares
|
$19.3 Million
10.16% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
708,445
shares
|
$19.3 Million
8.69% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
704,778
shares
|
$19.2 Million
0.71% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
701,610
shares
|
$19.1 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
698,976
shares
|
$19 Million
4.92% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
693,141
shares
|
$18.9 Million
0.69% of portfolio
|
Q3 2025
Reduced 45.56%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
692,917
shares
|
$18.9 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
691,136
shares
|
$18.8 Million
0.91% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
686,679
shares
|
$18.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
678,543
shares
|
$18.5 Million
0.28% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
674,487
shares
|
$18.4 Million
0.15% of portfolio
|
Q3 2025
Added 45.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
666,972
shares
|
$18.2 Million
0.4% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
659,633
shares
|
$18 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
659,215
shares
|
$18 Million
3.56% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
656,429
shares
|
$17.9 Million
7.21% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
655,778
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
653,891
shares
|
$17.8 Million
0.28% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
651,559
shares
|
$17.7 Million
6.13% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
638,518
shares
|
$17.4 Million
1.07% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
634,788
shares
|
$17.3 Million
1.94% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
632,018
shares
|
$17.2 Million
0.22% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
630,033
shares
|
$17.2 Million
6.95% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
629,797
shares
|
$17.2 Million
0.42% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
624,793
shares
|
$17 Million
6.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|