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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
199,651
shares
|
$5.44 Million
0.26% of portfolio
|
Q2 2024
Reduced 68.1%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
199,498
shares
|
$5.43 Million
1.94% of portfolio
|
Q3 2025
Reduced 31.29%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
198,129
shares
|
$5.4 Million
0.32% of portfolio
|
Q4 2025
Reduced 0.45%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
197,895
shares
|
$5.39 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
196,460
shares
|
$5.35 Million
0.09% of portfolio
|
Q3 2025
Added 36.46%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
195,980
shares
|
$5.34 Million
3.03% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
195,867
shares
|
$5.34 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
195,085
shares
|
$5.31 Million
2.31% of portfolio
|
Q4 2025
Added 6.31%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
194,663
shares
|
$5.3 Million
3.82% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
193,259
shares
|
$5.26 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
192,312
shares
|
$5.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
192,281
shares
|
$5.24 Million
0.51% of portfolio
|
Q3 2025
Added 103.74%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2025 Q3 2025 |
190,500
shares
|
$5.19 Million
1.52% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
190,458
shares
|
$5.19 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
189,994
shares
|
$5.18 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
188,118
shares
|
$5.12 Million
2.72% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
187,625
shares
|
$5.11 Million
0.69% of portfolio
|
Q3 2025
Reduced 64.88%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
187,206
shares
|
$5.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
186,972
shares
|
$5.09 Million
0.23% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
186,177
shares
|
$5.07 Million
0.14% of portfolio
|
Q3 2025
Reduced 20.9%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
185,794
shares
|
$5.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
185,002
shares
|
$5.04 Million
0.61% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
183,397
shares
|
$5 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
183,373
shares
|
$5 Million
0.16% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 13, 2025 Q3 2025 |
182,831
shares
|
$4.98 Million
1.11% of portfolio
|
Q3 2025
Added 6.23%
|
|