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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
273,217
shares
|
$7.44 Million
0.55% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
272,575
shares
|
$7.42 Million
1.99% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
269,607
shares
|
$7.34 Million
1.83% of portfolio
|
Q3 2025
Reduced 48.03%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
269,185
shares
|
$7.33 Million
0.32% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
268,422
shares
|
$7.31 Million
0.08% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
267,435
shares
|
$7.28 Million
1.39% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
267,392
shares
|
$7.28 Million
0.79% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
266,574
shares
|
$7.26 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
266,150
shares
|
$7.25 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
265,963
shares
|
$7.24 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
265,877
shares
|
$7.24 Million
0.21% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
263,811
shares
|
$7.19 Million
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
263,398
shares
|
$7.17 Million
7.41% of portfolio
|
Q4 2025
Added 5.04%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
262,664
shares
|
$7.15 Million
5.49% of portfolio
|
Q3 2025
Added 45.92%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
262,410
shares
|
$7.15 Million
0.86% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
261,685
shares
|
$7.13 Million
2.85% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
260,474
shares
|
$7.1 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
259,568
shares
|
$7.07 Million
1.75% of portfolio
|
Q4 2025
Added 2.33%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
259,501
shares
|
$7.07 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
259,309
shares
|
$7.06 Million
0.62% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
257,026
shares
|
$7 Million
2.88% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
255,254
shares
|
$6.95 Million
0.28% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
254,357
shares
|
$6.93 Million
0.0% of portfolio
|
Q3 2025
Added 279.21%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
254,168
shares
|
$6.92 Million
0.81% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
253,823
shares
|
$6.91 Million
2.74% of portfolio
|
Q3 2025
Added 1.62%
|
|