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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
37
shares
|
$1,007
0.0% of portfolio
|
Q2 2025
Added 54.17%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
36
shares
|
$980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
34
shares
|
$926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
27
shares
|
$735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8
shares
|
$217
0.0% of portfolio
|
Q2 2022
Reduced 94.2%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
5
shares
|
$136
0.0% of portfolio
|
Q2 2025
Reduced 82.76%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3
shares
|
$81
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
2
shares
|
$54
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2025
Reduced 99.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|