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 |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
37,570
shares
|
$1.02 Million
0.26% of portfolio
|
Q3 2025
Added 98.92%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
37,440
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
37,355
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
37,287
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
37,233
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
37,233
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
37,114
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
36,999
shares
|
$1.01 Million
1.85% of portfolio
|
Q1 2023
Added 12.52%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2025 Q3 2025 |
36,732
shares
|
$1 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
36,573
shares
|
$996,248
0.13% of portfolio
|
Q3 2025
Added 48.92%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
36,565
shares
|
$996,030
0.83% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
36,552
shares
|
$995,676
2.86% of portfolio
|
Q4 2022
Added 64.6%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
36,548
shares
|
$995,567
0.35% of portfolio
|
Q4 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
36,350
shares
|
$990,174
0.07% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
36,289
shares
|
$988,512
0.3% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
36,260
shares
|
$987,722
0.33% of portfolio
|
Q3 2025
Added 27.73%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
36,226
shares
|
$986,796
0.08% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
35,532
shares
|
$967,891
0.48% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
35,470
shares
|
$966,202
0.3% of portfolio
|
Q3 2025
Added 95.33%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
35,341
shares
|
$962,688
0.63% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
35,022
shares
|
$953,999
0.03% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
35,014
shares
|
$953,781
0.38% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
34,796
shares
|
$947,843
0.63% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
34,774
shares
|
$947,243
0.82% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
34,534
shares
|
$940,706
0.11% of portfolio
|
Q4 2024
Added 123.58%
|
|