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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
31,877
shares
|
$868,329
0.42% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
31,745
shares
|
$864,733
0.05% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
31,700
shares
|
$863,508
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
31,516
shares
|
$858,495
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
31,488
shares
|
$857,733
0.05% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
31,464
shares
|
$857,079
0.25% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
31,457
shares
|
$856,888
0.09% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
31,417
shares
|
$855,799
0.06% of portfolio
|
Q3 2025
Reduced 12.84%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
31,326
shares
|
$853,320
0.02% of portfolio
|
Q4 2025
Added 153.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
31,289
shares
|
$852,312
0.05% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
31,278
shares
|
$852,012
0.14% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
31,209
shares
|
$850,133
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
31,191
shares
|
$849,642
0.14% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
31,160
shares
|
$848,798
0.23% of portfolio
|
Q4 2024
Added 209.16%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
31,150
shares
|
$848,526
0.32% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
31,050
shares
|
$845,802
0.23% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
30,953
shares
|
$843,159
0.11% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
30,838
shares
|
$840,027
0.32% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
30,705
shares
|
$836,404
0.18% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
30,685
shares
|
$835,859
0.23% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
30,557
shares
|
$832,372
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,513
shares
|
$831,174
0.94% of portfolio
|
Q3 2023
Added 54.53%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
30,385
shares
|
$827,687
0.09% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
30,315
shares
|
$825,780
0.21% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
30,230
shares
|
$823,465
0.19% of portfolio
|
Q3 2025
Reduced 3.36%
|
|