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 2,057 institutions that hold shares in the stock, with a total of 868 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
150,822
shares
|
$4.11 Million
1.51% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
149,211
shares
|
$4.06 Million
0.23% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
149,066
shares
|
$4.06 Million
2.85% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
148,703
shares
|
$4.05 Million
1.88% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
148,657
shares
|
$4.05 Million
0.58% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
147,926
shares
|
$4.03 Million
2.36% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
146,671
shares
|
$4 Million
2.31% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
145,303
shares
|
$3.96 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
144,688
shares
|
$3.94 Million
1.87% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
144,660
shares
|
$3.94 Million
1.03% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
144,649
shares
|
$3.94 Million
3.92% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
144,612
shares
|
$3.94 Million
1.1% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
144,177
shares
|
$3.93 Million
0.25% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
143,746
shares
|
$3.92 Million
0.22% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
142,657
shares
|
$3.89 Million
0.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
142,530
shares
|
$3.88 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
142,469
shares
|
$3.88 Million
0.33% of portfolio
|
Q4 2025
Reduced 8.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
142,414
shares
|
$3.88 Million
0.02% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
141,989
shares
|
$3.87 Million
1.03% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
141,965
shares
|
$3.87 Million
1.05% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
141,950
shares
|
$3.87 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
140,526
shares
|
$3.83 Million
0.42% of portfolio
|
Q4 2023
Added 7.05%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
140,233
shares
|
$3.82 Million
0.19% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
139,595
shares
|
$3.8 Million
0.57% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
139,297
shares
|
$3.79 Million
1.91% of portfolio
|
Q3 2025
Reduced 7.61%
|
|