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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
91,131
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
91,029
shares
|
$2.48 Million
0.22% of portfolio
|
Q3 2025
Reduced 88.25%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
90,989
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
90,741
shares
|
$2.47 Million
5.65% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
90,668
shares
|
$2.47 Million
3.91% of portfolio
|
Q1 2024
Reduced 11.27%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
90,285
shares
|
$2.46 Million
0.56% of portfolio
|
Q3 2025
Added 28.69%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
90,178
shares
|
$2.46 Million
0.74% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
90,059
shares
|
$2.45 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
89,305
shares
|
$2.43 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
89,185
shares
|
$2.43 Million
1.04% of portfolio
|
Q4 2025
Added 2.6%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
89,111
shares
|
$2.43 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
88,892
shares
|
$2.42 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
88,763
shares
|
$2.42 Million
0.39% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
88,398
shares
|
$2.41 Million
1.36% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
88,288
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Added 36.12%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
87,925
shares
|
$2.4 Million
0.42% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
87,078
shares
|
$2.37 Million
2.32% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
86,939
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2025
Added 68.5%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
86,554
shares
|
$2.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
86,335
shares
|
$2.35 Million
2.21% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
85,645
shares
|
$2.33 Million
0.78% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
85,237
shares
|
$2.32 Million
1.71% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
84,902
shares
|
$2.31 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
84,899
shares
|
$2.31 Million
1.28% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
84,250
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2025
Added 1.91%
|
|