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 |
|---|---|---|---|---|---|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
167,068
shares
|
$4.55 Million
2.15% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
166,142
shares
|
$4.53 Million
0.52% of portfolio
|
Q1 2024
Reduced 2.57%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
165,622
shares
|
$4.51 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
165,418
shares
|
$4.51 Million
2.64% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
164,158
shares
|
$4.47 Million
0.01% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
163,452
shares
|
$4.45 Million
1.01% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
162,899
shares
|
$4.44 Million
3.45% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
162,740
shares
|
$4.43 Million
0.87% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
161,892
shares
|
$4.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
160,987
shares
|
$4.39 Million
0.47% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
160,321
shares
|
$4.37 Million
0.18% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
159,945
shares
|
$4.36 Million
0.05% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
159,665
shares
|
$4.35 Million
4.34% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
158,575
shares
|
$4.32 Million
0.43% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
158,540
shares
|
$4.32 Million
1.27% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
158,322
shares
|
$4.31 Million
0.48% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
157,805
shares
|
$4.3 Million
3.59% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
157,491
shares
|
$4.29 Million
3.44% of portfolio
|
Q3 2025
Added 33.35%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
157,252
shares
|
$4.28 Million
0.68% of portfolio
|
Q4 2025
Added 142.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
156,667
shares
|
$4.27 Million
0.19% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
156,013
shares
|
$4.25 Million
2.09% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
155,749
shares
|
$4.24 Million
1.5% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
155,354
shares
|
$4.23 Million
0.31% of portfolio
|
Q3 2025
Reduced 40.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
154,097
shares
|
$4.2 Million
0.78% of portfolio
|
Q4 2024
Added 204.4%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
151,054
shares
|
$4.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.07%
|
|