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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
40,266
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
40,109
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
39,916
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
39,869
shares
|
$1.09 Million
0.37% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
39,568
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Added 29.7%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
39,524
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
39,441
shares
|
$1.07 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
39,432
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
39,381
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
39,376
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
39,310
shares
|
$1.07 Million
0.73% of portfolio
|
Q3 2025
Reduced 41.08%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
39,285
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
39,157
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
39,095
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
38,869
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
38,781
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
38,721
shares
|
$1.05 Million
1.82% of portfolio
|
Q2 2022
Added 3.53%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
38,652
shares
|
$1.05 Million
0.65% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
38,471
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2025
Added 14.13%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
38,456
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2022
Added 14.17%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
38,389
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
38,361
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
38,275
shares
|
$1.04 Million
0.4% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
37,964
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2025
Reduced 38.95%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
37,954
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.93%
|
|