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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
624,391
shares
|
$17 Million
1.72% of portfolio
|
Q3 2025
Reduced 78.54%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
619,829
shares
|
$16.9 Million
0.48% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
616,416
shares
|
$16.8 Million
7.0% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
614,814
shares
|
$16.7 Million
1.3% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
598,268
shares
|
$16.3 Million
3.18% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
596,593
shares
|
$16.3 Million
14.79% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
592,499
shares
|
$16.1 Million
1.41% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
589,185
shares
|
$16 Million
8.38% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
589,048
shares
|
$16 Million
0.09% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
589,033
shares
|
$16 Million
8.24% of portfolio
|
Q4 2024
Added 198.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
586,593
shares
|
$16 Million
2.23% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
578,116
shares
|
$15.7 Million
0.45% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
571,484
shares
|
$15.6 Million
3.54% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
561,365
shares
|
$15.3 Million
2.4% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
557,436
shares
|
$15.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
555,772
shares
|
$15.1 Million
3.48% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
549,366
shares
|
$15 Million
1.02% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
547,941
shares
|
$14.9 Million
9.88% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
540,389
shares
|
$14.7 Million
0.07% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
540,026
shares
|
$14.7 Million
1.81% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
537,919
shares
|
$14.7 Million
8.45% of portfolio
|
Q2 2023
Added 0.42%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
534,779
shares
|
$14.6 Million
6.46% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
526,416
shares
|
$14.3 Million
4.71% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
522,802
shares
|
$14.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
522,636
shares
|
$14.2 Million
6.8% of portfolio
|
Q3 2025
Added 1.3%
|
|