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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
52,483
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
52,444
shares
|
$1.43 Million
0.32% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
52,397
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
52,310
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
52,297
shares
|
$1.42 Million
0.99% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
52,072
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
52,055
shares
|
$1.42 Million
0.67% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jan 06, 2026 Q4 2025 |
52,045
shares
|
$1.42 Million
0.78% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
51,991
shares
|
$1.42 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
51,946
shares
|
$1.42 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
51,913
shares
|
$1.41 Million
0.45% of portfolio
|
Q3 2025
Added 19.91%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
51,851
shares
|
$1.41 Million
0.98% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
51,638
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
51,550
shares
|
$1.4 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
51,054
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
51,029
shares
|
$1.39 Million
0.59% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
50,908
shares
|
$1.39 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Oct 29, 2025 Q3 2025 |
50,800
shares
|
$1.38 Million
1.19% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
50,559
shares
|
$1.38 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
50,364
shares
|
$1.37 Million
0.98% of portfolio
|
Q1 2024
Added 10.56%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
50,266
shares
|
$1.37 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
50,202
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
49,983
shares
|
$1.36 Million
1.22% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
49,926
shares
|
$1.36 Million
0.53% of portfolio
|
Q3 2025
Added 155.91%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
49,925
shares
|
$1.36 Million
0.29% of portfolio
|
Q4 2025
Added 1.33%
|
|