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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
299,105
shares
|
$8.15 Million
2.19% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
298,959
shares
|
$8.14 Million
5.85% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
298,067
shares
|
$8.12 Million
2.69% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
297,899
shares
|
$8.11 Million
0.41% of portfolio
|
Q3 2025
Reduced 34.88%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
297,636
shares
|
$8.11 Million
4.57% of portfolio
|
Q4 2025
Added 7.13%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
296,379
shares
|
$8.07 Million
2.58% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
295,912
shares
|
$8.06 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
294,294
shares
|
$8.02 Million
0.16% of portfolio
|
Q3 2025
Added 27.37%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
290,508
shares
|
$7.91 Million
4.52% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
288,368
shares
|
$7.86 Million
0.25% of portfolio
|
Q3 2025
Added 37.29%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
288,275
shares
|
$7.85 Million
2.35% of portfolio
|
Q3 2025
Added 36.5%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
288,042
shares
|
$7.85 Million
0.72% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
287,377
shares
|
$7.83 Million
1.92% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
284,286
shares
|
$7.74 Million
5.38% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
283,853
shares
|
$7.73 Million
0.29% of portfolio
|
Q3 2025
Reduced 29.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
283,444
shares
|
$7.72 Million
0.13% of portfolio
|
Q2 2023
Reduced 77.36%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
282,347
shares
|
$7.69 Million
0.66% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
282,121
shares
|
$7.68 Million
0.47% of portfolio
|
Q3 2025
Added 401.37%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
281,831
shares
|
$7.68 Million
1.08% of portfolio
|
Q3 2025
Reduced 94.25%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
280,962
shares
|
$7.65 Million
0.02% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
280,579
shares
|
$7.64 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
280,030
shares
|
$7.63 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
279,479
shares
|
$7.61 Million
5.28% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
277,708
shares
|
$7.56 Million
1.36% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
276,192
shares
|
$7.52 Million
2.29% of portfolio
|
Q3 2025
Added 6.49%
|
|