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 |
|---|---|---|---|---|---|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
235,153
shares
|
$6.41 Million
5.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
233,675
shares
|
$6.37 Million
0.01% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
231,589
shares
|
$6.31 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
231,563
shares
|
$6.31 Million
0.75% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
230,786
shares
|
$6.29 Million
13.46% of portfolio
|
Q2 2022
New holding
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
230,440
shares
|
$6.28 Million
1.52% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
229,605
shares
|
$6.25 Million
4.33% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
228,916
shares
|
$6.24 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
228,484
shares
|
$6.22 Million
0.3% of portfolio
|
Q3 2025
Added 69.89%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
227,027
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
225,723
shares
|
$6.15 Million
1.46% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
225,057
shares
|
$6.13 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
222,235
shares
|
$6.05 Million
2.58% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
222,227
shares
|
$6.05 Million
2.09% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
221,409
shares
|
$6.03 Million
2.62% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
220,012
shares
|
$5.99 Million
54.39% of portfolio
|
Q3 2023
Added 1790.14%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
219,680
shares
|
$5.98 Million
3.04% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
218,814
shares
|
$5.96 Million
0.63% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
218,699
shares
|
$5.96 Million
1.65% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
218,598
shares
|
$5.95 Million
2.99% of portfolio
|
Q3 2025
Added 29.0%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
218,227
shares
|
$5.94 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
217,657
shares
|
$5.93 Million
1.5% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
217,602
shares
|
$5.93 Million
2.26% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
217,126
shares
|
$5.91 Million
0.81% of portfolio
|
Q3 2025
Reduced 29.28%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
215,575
shares
|
$5.87 Million
1.94% of portfolio
|
Q3 2025
Reduced 43.7%
|
|