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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
132,544
shares
|
$3.61 Million
0.06% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
131,802
shares
|
$3.59 Million
1.06% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
131,526
shares
|
$3.58 Million
1.28% of portfolio
|
Q4 2025
Added 8.28%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
131,436
shares
|
$3.58 Million
0.23% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
131,258
shares
|
$3.58 Million
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
130,995
shares
|
$3.57 Million
5.86% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
130,497
shares
|
$3.55 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
130,495
shares
|
$3.55 Million
1.5% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
130,462
shares
|
$3.55 Million
2.38% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
130,359
shares
|
$3.55 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
130,232
shares
|
$3.55 Million
0.16% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
129,472
shares
|
$3.53 Million
0.26% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
129,369
shares
|
$3.52 Million
0.29% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
129,200
shares
|
$3.52 Million
1.07% of portfolio
|
Q2 2023
Reduced 2.69%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
129,036
shares
|
$3.51 Million
0.44% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
128,420
shares
|
$3.5 Million
1.26% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
128,026
shares
|
$3.49 Million
1.17% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
127,678
shares
|
$3.48 Million
0.02% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
127,571
shares
|
$3.48 Million
1.5% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
127,514
shares
|
$3.47 Million
1.95% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
127,479
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
127,278
shares
|
$3.47 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
127,091
shares
|
$3.46 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
126,925
shares
|
$3.46 Million
2.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
125,858
shares
|
$3.43 Million
0.3% of portfolio
|
Q4 2025
Added 1.92%
|
|