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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
139,266
shares
|
$3.79 Million
0.25% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
139,177
shares
|
$3.79 Million
0.36% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
138,572
shares
|
$3.77 Million
2.13% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
138,398
shares
|
$3.77 Million
0.37% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
138,351
shares
|
$3.77 Million
0.47% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
137,926
shares
|
$3.76 Million
1.39% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
137,737
shares
|
$3.75 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
137,704
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
137,450
shares
|
$3.74 Million
0.5% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
136,698
shares
|
$3.72 Million
2.05% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
136,333
shares
|
$3.71 Million
0.65% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
136,058
shares
|
$3.71 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
135,147
shares
|
$3.68 Million
0.82% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
134,964
shares
|
$3.68 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
134,610
shares
|
$3.67 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
134,585
shares
|
$3.67 Million
0.2% of portfolio
|
Q3 2025
Added 11831.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
134,503
shares
|
$3.66 Million
0.11% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
133,859
shares
|
$3.65 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
133,800
shares
|
$3.64 Million
0.44% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
133,368
shares
|
$3.63 Million
1.05% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
133,008
shares
|
$3.62 Million
0.74% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
132,772
shares
|
$3.62 Million
1.62% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
132,745
shares
|
$3.62 Million
0.04% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
132,738
shares
|
$3.62 Million
1.27% of portfolio
|
Q4 2025
Added 3.57%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
132,586
shares
|
$3.61 Million
2.47% of portfolio
|
Q3 2025
Added 1.0%
|
|