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 2,061 institutions that hold shares in the stock, with a total of 865 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,335
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
300
shares
|
$8,171
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$8,171
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
300
shares
|
$8,171
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$8,035
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
275
shares
|
$7,491
0.01% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
270
shares
|
$7,354
0.0% of portfolio
|
Q3 2025
Reduced 36.62%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
250
shares
|
$6,810
0.01% of portfolio
|
Q3 2025
Reduced 44.07%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
248
shares
|
$6,755
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
238
shares
|
$6,483
0.0% of portfolio
|
Q3 2025
Reduced 99.85%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
225
shares
|
$6,129
0.0% of portfolio
|
Q3 2025
Reduced 82.45%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
217
shares
|
$5,911
0.01% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
209
shares
|
$5,693
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
201
shares
|
$5,475
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
198
shares
|
$5,393
0.0% of portfolio
|
Q3 2025
Reduced 98.7%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
182
shares
|
$4,957
0.01% of portfolio
|
Q3 2024
Reduced 69.87%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
181
shares
|
$4,930
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
180
shares
|
$4,903
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
174
shares
|
$4,739
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
167
shares
|
$4,549
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
165
shares
|
$4,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
163
shares
|
$4,440
0.0% of portfolio
|
Q4 2024
Added 79.12%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
162
shares
|
$4,412
0.0% of portfolio
|
Q4 2025
Reduced 75.57%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
159
shares
|
$4,331
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
156
shares
|
$4,249
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|