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 2,059 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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
520,986
shares
|
$14.2 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
519,874
shares
|
$14.2 Million
6.37% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
519,775
shares
|
$14.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
518,695
shares
|
$14.1 Million
4.74% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
515,366
shares
|
$14 Million
0.62% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
513,522
shares
|
$14 Million
7.34% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
511,992
shares
|
$13.9 Million
10.6% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
511,618
shares
|
$13.9 Million
2.42% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
511,354
shares
|
$13.9 Million
6.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
507,927
shares
|
$13.8 Million
0.14% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
503,106
shares
|
$13.7 Million
3.2% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
495,271
shares
|
$13.5 Million
0.09% of portfolio
|
Q2 2025
Added 161.92%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
493,195
shares
|
$13.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
489,396
shares
|
$13.3 Million
1.04% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
484,859
shares
|
$13.2 Million
7.07% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
484,373
shares
|
$13.2 Million
4.2% of portfolio
|
Q3 2025
Reduced 57.19%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
483,039
shares
|
$13.2 Million
3.19% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
482,648
shares
|
$13.1 Million
2.83% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
482,300
shares
|
$13.1 Million
3.51% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
481,701
shares
|
$13.1 Million
0.22% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
480,918
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 1737.67%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
478,107
shares
|
$13 Million
4.26% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
477,010
shares
|
$13 Million
3.78% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
472,756
shares
|
$12.9 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
472,256
shares
|
$12.9 Million
1.32% of portfolio
|
Q3 2025
Added 15.23%
|
|