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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
116,195
shares
|
$3.17 Million
3.23% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
116,129
shares
|
$3.16 Million
1.8% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
116,036
shares
|
$3.16 Million
0.07% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
115,781
shares
|
$3.15 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
115,769
shares
|
$3.15 Million
1.17% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
115,721
shares
|
$3.15 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
115,607
shares
|
$3.15 Million
0.98% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
115,603
shares
|
$3.15 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
115,405
shares
|
$3.14 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
114,738
shares
|
$3.13 Million
1.78% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
114,094
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
114,066
shares
|
$3.11 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
113,952
shares
|
$3.1 Million
0.27% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
113,842
shares
|
$3.1 Million
0.59% of portfolio
|
Q3 2025
Added 25.06%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
113,580
shares
|
$3.09 Million
0.19% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
113,542
shares
|
$3.09 Million
3.45% of portfolio
|
Q3 2025
Reduced 52.06%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
113,454
shares
|
$3.09 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
113,226
shares
|
$3.08 Million
0.13% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
112,413
shares
|
$3.06 Million
1.98% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
112,376
shares
|
$3.06 Million
4.56% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
112,330
shares
|
$3.06 Million
0.27% of portfolio
|
Q4 2024
Added 199.99%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
111,521
shares
|
$3.04 Million
3.35% of portfolio
|
Q1 2024
Added 2.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
111,076
shares
|
$3.03 Million
0.51% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
110,863
shares
|
$3.02 Million
0.61% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
110,651
shares
|
$3.01 Million
0.93% of portfolio
|
Q4 2025
Reduced 16.67%
|
|