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 2,022 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 |
|---|---|---|---|---|---|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
730,748
shares
|
$19.4 Million
9.57% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
723,110
shares
|
$19.2 Million
0.9% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
722,339
shares
|
$19.2 Million
5.94% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
717,163
shares
|
$19.1 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
711,786
shares
|
$18.9 Million
13.25% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
708,856
shares
|
$18.8 Million
10.16% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
708,636
shares
|
$18.8 Million
2.05% of portfolio
|
Q2 2025
Added 51.4%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
708,461
shares
|
$18.8 Million
1.82% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
702,940
shares
|
$18.7 Million
18.21% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
698,589
shares
|
$18.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
693,141
shares
|
$18.4 Million
0.69% of portfolio
|
Q3 2025
Reduced 45.56%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
692,917
shares
|
$18.4 Million
3.83% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
687,017
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2025
Added 15.86%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
686,679
shares
|
$18.2 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 Million
0.28% of portfolio
|
Q3 2025
Reduced 14.05%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
672,530
shares
|
$17.9 Million
3.03% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
663,942
shares
|
$17.6 Million
2.61% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
659,633
shares
|
$17.5 Million
0.13% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
659,215
shares
|
$17.5 Million
3.56% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
656,429
shares
|
$17.4 Million
7.21% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
640,539
shares
|
$17 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
638,509
shares
|
$17 Million
3.11% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
634,788
shares
|
$16.9 Million
1.94% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
630,378
shares
|
$16.7 Million
0.29% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
630,033
shares
|
$16.7 Million
6.95% of portfolio
|
Q3 2025
Added 3.36%
|