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 2,057 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 |
|---|---|---|---|---|---|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
979,802
shares
|
$26.7 Million
9.99% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
957,645
shares
|
$26.1 Million
0.0% of portfolio
|
Q3 2025
Added 39.39%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
954,662
shares
|
$26 Million
1.57% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
953,822
shares
|
$26 Million
3.78% of portfolio
|
Q4 2024
Added 216.01%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
951,194
shares
|
$25.9 Million
8.4% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
949,265
shares
|
$25.9 Million
0.58% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
941,057
shares
|
$25.6 Million
0.13% of portfolio
|
Q3 2025
Added 11.95%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
929,016
shares
|
$25.3 Million
8.95% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
924,802
shares
|
$25.2 Million
0.16% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
922,143
shares
|
$25.1 Million
9.52% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
921,785
shares
|
$25.1 Million
5.5% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
917,146
shares
|
$25 Million
2.39% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
909,561
shares
|
$24.8 Million
19.71% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
908,983
shares
|
$24.8 Million
9.06% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
907,762
shares
|
$24.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
906,833
shares
|
$24.7 Million
0.05% of portfolio
|
Q3 2025
Added 114.72%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
895,049
shares
|
$24.4 Million
2.62% of portfolio
|
Q3 2025
Reduced 18.13%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
868,358
shares
|
$23.7 Million
3.95% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
864,381
shares
|
$23.5 Million
0.23% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Mc Carthy Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
843,223
shares
|
$23 Million
17.55% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
840,184
shares
|
$22.9 Million
23.62% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
830,507
shares
|
$22.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
827,484
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
825,621
shares
|
$22.5 Million
1.13% of portfolio
|
Q3 2025
Reduced 29.65%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
824,324
shares
|
$22.5 Million
7.73% of portfolio
|
Q3 2025
Reduced 13.6%
|
|