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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
67,042
shares
|
$1.83 Million
0.51% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
66,695
shares
|
$1.82 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
66,554
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2025
Added 7.79%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
66,379
shares
|
$1.81 Million
1.08% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
66,304
shares
|
$1.81 Million
1.3% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
66,247
shares
|
$1.8 Million
0.5% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
66,063
shares
|
$1.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Diametric Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
65,682
shares
|
$1.79 Million
0.87% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
65,441
shares
|
$1.78 Million
0.73% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
65,427
shares
|
$1.78 Million
0.16% of portfolio
|
Q2 2025
Added 75.61%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
64,691
shares
|
$1.76 Million
0.47% of portfolio
|
Q2 2024
Added 94.29%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
64,529
shares
|
$1.76 Million
0.61% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
64,325
shares
|
$1.75 Million
0.44% of portfolio
|
Q3 2025
Reduced 29.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
64,054
shares
|
$1.74 Million
1.27% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
63,951
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
63,516
shares
|
$1.73 Million
1.2% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
63,472
shares
|
$1.73 Million
0.43% of portfolio
|
Q3 2025
Reduced 50.95%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
62,600
shares
|
$1.71 Million
1.17% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
62,518
shares
|
$1.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
62,076
shares
|
$1.69 Million
1.78% of portfolio
|
Q3 2025
Added 82.75%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
61,864
shares
|
$1.69 Million
0.12% of portfolio
|
Q3 2025
Reduced 26.03%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
61,828
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
61,518
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
61,252
shares
|
$1.67 Million
0.49% of portfolio
|
Q4 2025
Reduced 10.93%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
61,230
shares
|
$1.67 Million
0.43% of portfolio
|
Q3 2025
Added 7.84%
|
|