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 2,058 institutions that hold shares in the stock, with a total of 873 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 |
|---|---|---|---|---|---|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
141
shares
|
$3,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
137
shares
|
$3,731
0.0% of portfolio
|
Q3 2025
Added 270.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$3,677
0.0% of portfolio
|
Q1 2024
Reduced 85.36%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$3,622
0.0% of portfolio
|
Q1 2023
Reduced 41.41%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
126
shares
|
$3,432
0.0% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
124
shares
|
$3,377
0.0% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
120
shares
|
$3,268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
120
shares
|
$3,268
0.0% of portfolio
|
Q3 2025
Reduced 82.51%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
119
shares
|
$3,241
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
101
shares
|
$2,751
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
100
shares
|
$2,724
0.0% of portfolio
|
Q3 2025
Reduced 88.24%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
99
shares
|
$2,696
0.0% of portfolio
|
Q2 2025
Added 43.48%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
94
shares
|
$2,560
0.0% of portfolio
|
Q4 2022
Reduced 51.55%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
91
shares
|
$2,478
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
84
shares
|
$2,288
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
78
shares
|
$2,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
67
shares
|
$1,825
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
60
shares
|
$1,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
55
shares
|
$1,498
0.0% of portfolio
|
Q3 2025
Added 161.9%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
54
shares
|
$1,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
49
shares
|
$1,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
48
shares
|
$1,307
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
45
shares
|
$1,225
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
45
shares
|
$1,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
44
shares
|
$1,198
0.0% of portfolio
|
Q3 2025
Added 2.33%
|
|