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 |
|---|---|---|---|---|---|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
325,000
shares
|
$8.85 Million
2.78% of portfolio
|
Q1 2025
Added 38.3%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
323,939
shares
|
$8.82 Million
1.44% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
322,726
shares
|
$8.79 Million
2.29% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
321,159
shares
|
$8.75 Million
0.65% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
320,635
shares
|
$8.73 Million
0.23% of portfolio
|
Q3 2025
Added 49.38%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
320,401
shares
|
$8.73 Million
14.72% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
317,820
shares
|
$8.66 Million
0.34% of portfolio
|
Q3 2023
Reduced 1.35%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
316,781
shares
|
$8.63 Million
5.28% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
315,950
shares
|
$8.61 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
315,782
shares
|
$8.6 Million
0.71% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
314,200
shares
|
$8.56 Million
0.02% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
310,895
shares
|
$8.47 Million
6.06% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
310,720
shares
|
$8.46 Million
3.66% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
309,802
shares
|
$8.44 Million
0.11% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Madden Securities Corp
|
Oct 23, 2025 Q3 2025 |
309,460
shares
|
$8.43 Million
3.78% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
309,278
shares
|
$8.42 Million
4.92% of portfolio
|
Q4 2025
Added 3.23%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
308,820
shares
|
$8.41 Million
4.12% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
307,199
shares
|
$8.37 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
306,977
shares
|
$8.36 Million
3.6% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
306,706
shares
|
$8.35 Million
0.06% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
306,235
shares
|
$8.34 Million
3.74% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
304,954
shares
|
$8.31 Million
0.99% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
303,503
shares
|
$8.27 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
301,971
shares
|
$8.23 Million
4.55% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
300,925
shares
|
$8.2 Million
5.46% of portfolio
|
Q3 2025
Added 6.98%
|
|