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 |
|---|---|---|---|---|---|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
76,037
shares
|
$2.07 Million
1.77% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
75,875
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2025
Added 18.14%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
75,359
shares
|
$2.05 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
75,277
shares
|
$2.05 Million
0.35% of portfolio
|
Q3 2022
Reduced 9.27%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
75,174
shares
|
$2.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
74,849
shares
|
$2.04 Million
0.09% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
74,846
shares
|
$2.04 Million
0.12% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
74,575
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
74,558
shares
|
$2.03 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
74,331
shares
|
$2.02 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
73,839
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2025
Added 219.33%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
73,593
shares
|
$2 Million
1.38% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
73,495
shares
|
$2 Million
0.31% of portfolio
|
Q3 2025
Reduced 76.3%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
73,230
shares
|
$1.99 Million
1.57% of portfolio
|
Q4 2025
Added 0.63%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
73,143
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
72,906
shares
|
$1.99 Million
1.1% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
72,785
shares
|
$1.98 Million
0.28% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
72,453
shares
|
$1.97 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
72,085
shares
|
$1.96 Million
0.36% of portfolio
|
Q3 2025
Reduced 45.15%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
72,052
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
71,928
shares
|
$1.96 Million
1.14% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
71,433
shares
|
$1.95 Million
1.23% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
Jan 08, 2026 Q4 2025 |
71,259
shares
|
$1.94 Million
0.93% of portfolio
|
Q4 2025
New holding
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
71,198
shares
|
$1.94 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
71,153
shares
|
$1.94 Million
0.3% of portfolio
|
Q3 2025
Reduced 19.63%
|
|