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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
78
shares
|
$2,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
70
shares
|
$1,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
67
shares
|
$1,780
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
65
shares
|
$1,727
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
63
shares
|
$1,673
0.0% of portfolio
|
Q1 2025
Reduced 93.05%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
62
shares
|
$1,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
60
shares
|
$1,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
54
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
51
shares
|
$1,355
0.0% of portfolio
|
Q2 2025
Reduced 99.78%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,275
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
45
shares
|
$1,195
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
45
shares
|
$1,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
44
shares
|
$1,169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
44
shares
|
$1,169
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
37
shares
|
$983
0.0% of portfolio
|
Q2 2025
Added 54.17%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
37
shares
|
$983
0.0% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
35
shares
|
$929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
28
shares
|
$743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
27
shares
|
$717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
22
shares
|
$584
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
21
shares
|
$557
0.0% of portfolio
|
Q4 2024
Added 110.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
16
shares
|
$425
0.0% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$212
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
5
shares
|
$132
0.0% of portfolio
|
Q2 2025
Reduced 82.76%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$79
0.0% of portfolio
|
Q3 2025
Added 50.0%
|