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 2,022 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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
629,797
shares
|
$16.7 Million
0.42% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
624,793
shares
|
$16.6 Million
6.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
618,903
shares
|
$16.4 Million
6.06% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
616,474
shares
|
$16.4 Million
0.51% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
616,416
shares
|
$16.4 Million
7.0% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
614,814
shares
|
$16.3 Million
1.3% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
609,311
shares
|
$16.2 Million
1.08% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
608,520
shares
|
$16.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
592,499
shares
|
$15.7 Million
1.41% of portfolio
|
Q3 2025
Reduced 38.03%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
590,568
shares
|
$15.7 Million
3.25% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
590,418
shares
|
$15.7 Million
3.89% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
589,185
shares
|
$15.7 Million
8.38% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
589,048
shares
|
$15.7 Million
0.09% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
589,033
shares
|
$15.7 Million
8.24% of portfolio
|
Q4 2024
Added 198.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
581,556
shares
|
$15.5 Million
0.21% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
580,869
shares
|
$15.4 Million
6.33% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
580,010
shares
|
$15.4 Million
0.02% of portfolio
|
Q2 2025
Added 245.27%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
577,002
shares
|
$15.3 Million
1.15% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
574,846
shares
|
$15.3 Million
2.79% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
569,755
shares
|
$15.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
565,172
shares
|
$15 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
557,436
shares
|
$14.8 Million
0.36% of portfolio
|
Q2 2025
Reduced 59.07%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
555,772
shares
|
$14.8 Million
3.48% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
552,709
shares
|
$14.7 Million
5.06% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
547,941
shares
|
$14.6 Million
9.88% of portfolio
|
Q3 2025
Reduced 12.78%
|