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 |
|---|---|---|---|---|---|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
352,345
shares
|
$9.6 Million
1.49% of portfolio
|
Q3 2025
Reduced 65.26%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
351,336
shares
|
$9.57 Million
0.13% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
351,076
shares
|
$9.56 Million
1.59% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
349,671
shares
|
$9.53 Million
4.62% of portfolio
|
Q3 2025
Reduced 15.62%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
349,405
shares
|
$9.52 Million
0.22% of portfolio
|
Q4 2025
Reduced 11.7%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
348,506
shares
|
$9.49 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
346,845
shares
|
$9.45 Million
0.32% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
346,271
shares
|
$9.43 Million
2.64% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
345,791
shares
|
$9.42 Million
3.92% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
341,675
shares
|
$9.31 Million
0.2% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
340,331
shares
|
$9.27 Million
0.01% of portfolio
|
Q3 2025
Added 76.98%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
338,742
shares
|
$9.23 Million
2.81% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
338,027
shares
|
$9.21 Million
0.62% of portfolio
|
Q3 2025
Reduced 92.59%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
337,857
shares
|
$9.2 Million
1.17% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
336,895
shares
|
$9.18 Million
3.72% of portfolio
|
Q2 2023
Added 2.36%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
336,336
shares
|
$9.16 Million
6.66% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
335,534
shares
|
$9.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.15%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
333,245
shares
|
$9.08 Million
4.83% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
331,969
shares
|
$9.04 Million
0.48% of portfolio
|
Q4 2024
Added 201.05%
|
|
|
Asset Allocation & Management Company, LLC
|
Nov 03, 2025 Q3 2025 |
329,627
shares
|
$8.98 Million
3.8% of portfolio
|
Q3 2025
Added 9.13%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
328,817
shares
|
$8.96 Million
0.6% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
326,525
shares
|
$8.89 Million
1.59% of portfolio
|
Q3 2025
Added 310.79%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
325,574
shares
|
$8.87 Million
3.15% of portfolio
|
Q4 2025
Added 18.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
325,489
shares
|
$8.87 Million
0.24% of portfolio
|
Q3 2025
Reduced 36.92%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
325,003
shares
|
$8.85 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.35%
|
|