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 |
|---|---|---|---|---|---|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
253,442
shares
|
$6.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
253,173
shares
|
$6.9 Million
5.51% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
252,410
shares
|
$6.88 Million
1.61% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
251,574
shares
|
$6.85 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 27, 2025 Q3 2025 |
251,541
shares
|
$6.85 Million
1.44% of portfolio
|
Q2 2025
Reduced 31.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
251,447
shares
|
$6.85 Million
4.12% of portfolio
|
Q2 2024
Reduced 47.68%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
251,293
shares
|
$6.85 Million
3.35% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
251,042
shares
|
$6.84 Million
0.48% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
251,028
shares
|
$6.84 Million
3.64% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
249,820
shares
|
$6.81 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
249,772
shares
|
$6.8 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
249,640
shares
|
$6.8 Million
1.22% of portfolio
|
Q3 2025
Added 1840.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
246,725
shares
|
$6.72 Million
0.34% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
246,254
shares
|
$6.71 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
245,401
shares
|
$6.68 Million
0.37% of portfolio
|
Q4 2025
Reduced 6.9%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
244,704
shares
|
$6.67 Million
0.34% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
244,489
shares
|
$6.66 Million
0.56% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
244,224
shares
|
$6.65 Million
4.56% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
243,095
shares
|
$6.62 Million
0.25% of portfolio
|
Q3 2025
Reduced 52.6%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
241,124
shares
|
$6.57 Million
1.01% of portfolio
|
Q4 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
239,483
shares
|
$6.52 Million
0.19% of portfolio
|
Q3 2025
Reduced 41.17%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
239,323
shares
|
$6.52 Million
14.12% of portfolio
|
Q3 2023
Added 4.59%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
239,118
shares
|
$6.51 Million
0.22% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
237,843
shares
|
$6.48 Million
1.68% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
236,381
shares
|
$6.44 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.12%
|
|