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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
182,260
shares
|
$4.96 Million
0.11% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
181,882
shares
|
$4.95 Million
2.97% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
181,461
shares
|
$4.94 Million
0.26% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
180,185
shares
|
$4.91 Million
0.15% of portfolio
|
Q3 2025
Added 353203.91%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
178,805
shares
|
$4.87 Million
25.13% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
178,457
shares
|
$4.86 Million
3.62% of portfolio
|
Q3 2025
Reduced 23.78%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
178,366
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
177,998
shares
|
$4.85 Million
0.15% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
177,849
shares
|
$4.84 Million
0.34% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
177,194
shares
|
$4.83 Million
0.69% of portfolio
|
Q3 2025
Reduced 37.46%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
176,799
shares
|
$4.82 Million
0.21% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
176,428
shares
|
$4.81 Million
0.19% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
176,108
shares
|
$4.8 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
175,497
shares
|
$4.78 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
175,288
shares
|
$4.77 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
174,354
shares
|
$4.75 Million
0.12% of portfolio
|
Q3 2025
Reduced 38.93%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
173,627
shares
|
$4.73 Million
0.15% of portfolio
|
Q4 2024
Added 198.63%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
173,024
shares
|
$4.71 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
172,452
shares
|
$4.7 Million
0.04% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
171,894
shares
|
$4.68 Million
1.52% of portfolio
|
Q4 2025
Reduced 10.21%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
170,319
shares
|
$4.64 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
170,014
shares
|
$4.63 Million
3.77% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
169,087
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
168,523
shares
|
$4.59 Million
0.14% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
167,407
shares
|
$4.56 Million
0.06% of portfolio
|
Q3 2025
Added 5.56%
|
|