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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
45,386
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
45,383
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
45,150
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 03, 2025 Q3 2025 |
45,011
shares
|
$1.23 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
44,667
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
44,632
shares
|
$1.22 Million
0.75% of portfolio
|
Q4 2021
Added 75.26%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
44,572
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
44,566
shares
|
$1.21 Million
0.84% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
44,556
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
44,388
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
44,380
shares
|
$1.21 Million
0.48% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
44,159
shares
|
$1.2 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
44,100
shares
|
$1.2 Million
0.65% of portfolio
|
Q3 2025
Reduced 34.36%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
43,929
shares
|
$1.2 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
43,918
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2025
Reduced 24.22%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
43,875
shares
|
$1.2 Million
0.37% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
43,797
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2022
Added 8.97%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
43,666
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2025
Added 20.27%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
43,587
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
43,502
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.64%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
43,245
shares
|
$1.18 Million
0.51% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
43,016
shares
|
$1.17 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
42,740
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2025
Added 52.69%
|
|
|
Bnc Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
42,687
shares
|
$1.16 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
42,630
shares
|
$1.16 Million
2.47% of portfolio
|
Q2 2022
Added 2.3%
|
|