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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
84,156
shares
|
$2.29 Million
0.35% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
83,571
shares
|
$2.28 Million
0.23% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
82,452
shares
|
$2.25 Million
0.51% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
81,959
shares
|
$2.23 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
81,473
shares
|
$2.22 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
81,459
shares
|
$2.22 Million
0.09% of portfolio
|
Q2 2025
Added 2265.24%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
81,365
shares
|
$2.22 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
81,298
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
81,271
shares
|
$2.21 Million
1.61% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
81,111
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
80,924
shares
|
$2.2 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
80,475
shares
|
$2.19 Million
0.86% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
79,637
shares
|
$2.17 Million
0.54% of portfolio
|
Q4 2025
Added 10.11%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
79,615
shares
|
$2.17 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
79,556
shares
|
$2.17 Million
1.53% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
79,272
shares
|
$2.16 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
79,076
shares
|
$2.15 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
78,773
shares
|
$2.15 Million
0.25% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
78,756
shares
|
$2.15 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
77,982
shares
|
$2.12 Million
2.31% of portfolio
|
Q4 2023
Reduced 1.08%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
77,668
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
77,609
shares
|
$2.11 Million
0.48% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
77,038
shares
|
$2.1 Million
1.23% of portfolio
|
Q3 2025
Added 50.51%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
76,939
shares
|
$2.1 Million
0.84% of portfolio
|
Q1 2024
Added 465.77%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
76,618
shares
|
$2.09 Million
0.14% of portfolio
|
Q3 2025
Added 7.35%
|
|