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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
471,282
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
471,123
shares
|
$12.8 Million
3.87% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
468,797
shares
|
$12.8 Million
4.34% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
468,471
shares
|
$12.8 Million
2.81% of portfolio
|
Q3 2025
Reduced 66.13%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
468,236
shares
|
$12.8 Million
3.49% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
467,861
shares
|
$12.7 Million
0.25% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
466,110
shares
|
$12.7 Million
3.58% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
465,006
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
463,372
shares
|
$12.6 Million
1.54% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
463,298
shares
|
$12.6 Million
0.26% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
463,281
shares
|
$12.6 Million
0.24% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
459,136
shares
|
$12.5 Million
6.35% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
458,722
shares
|
$12.5 Million
4.43% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
457,715
shares
|
$12.5 Million
10.14% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
455,006
shares
|
$12.4 Million
0.08% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
454,206
shares
|
$12.4 Million
2.42% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
452,943
shares
|
$12.3 Million
5.9% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
450,222
shares
|
$12.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
450,103
shares
|
$12.3 Million
8.49% of portfolio
|
Q2 2022
Added 213.5%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
449,626
shares
|
$12.2 Million
4.91% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
446,621
shares
|
$12.2 Million
6.96% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
441,394
shares
|
$12 Million
3.15% of portfolio
|
Q4 2024
Added 234.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
440,853
shares
|
$12 Million
0.03% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
440,397
shares
|
$12 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
438,471
shares
|
$11.9 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.28%
|
|