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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
56,364
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
56,098
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
56,021
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
55,763
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
55,540
shares
|
$1.51 Million
0.31% of portfolio
|
Q4 2024
Added 202.82%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
55,438
shares
|
$1.51 Million
0.14% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
55,214
shares
|
$1.5 Million
0.41% of portfolio
|
Q3 2025
Added 203.69%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
55,110
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
55,063
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
54,891
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
54,837
shares
|
$1.49 Million
0.25% of portfolio
|
Q3 2025
Reduced 89.11%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
54,351
shares
|
$1.48 Million
0.92% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
54,235
shares
|
$1.48 Million
2.12% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
54,170
shares
|
$1.48 Million
1.21% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
54,160
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
54,057
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
53,548
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2025
Reduced 42.28%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
53,313
shares
|
$1.45 Million
0.58% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
53,287
shares
|
$1.45 Million
0.34% of portfolio
|
Q3 2025
Reduced 34.14%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
52,929
shares
|
$1.44 Million
0.91% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
52,838
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
52,751
shares
|
$1.44 Million
0.03% of portfolio
|
Q3 2025
Added 78.66%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
52,725
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
52,682
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
52,515
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2025
Added 0.55%
|
|