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 869 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
434,143
shares
|
$11.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
433,509
shares
|
$11.8 Million
8.41% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
431,302
shares
|
$11.7 Million
4.02% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
426,664
shares
|
$11.6 Million
3.6% of portfolio
|
Q3 2025
Reduced 22.8%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
425,846
shares
|
$11.6 Million
0.78% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
420,814
shares
|
$11.5 Million
0.96% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
413,874
shares
|
$11.3 Million
20.21% of portfolio
|
Q3 2023
Reduced 1.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
411,981
shares
|
$11.2 Million
0.37% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
410,502
shares
|
$11.2 Million
2.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
410,459
shares
|
$11.2 Million
6.33% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
407,347
shares
|
$11.1 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
405,956
shares
|
$11.1 Million
0.81% of portfolio
|
Q3 2025
Reduced 58.84%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
404,160
shares
|
$11 Million
6.99% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
400,266
shares
|
$10.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
400,085
shares
|
$10.9 Million
0.91% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
398,292
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
394,940
shares
|
$10.8 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
394,799
shares
|
$10.8 Million
4.05% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
394,779
shares
|
$10.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 19.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
394,768
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
393,610
shares
|
$10.7 Million
0.73% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
392,821
shares
|
$10.7 Million
4.58% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
388,722
shares
|
$10.6 Million
6.28% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
388,009
shares
|
$10.6 Million
3.93% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
385,365
shares
|
$10.5 Million
2.81% of portfolio
|
Q3 2025
Reduced 2.4%
|
|