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 |
|---|---|---|---|---|---|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
30,009
shares
|
$817,445
0.39% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
29,983
shares
|
$816,736
0.11% of portfolio
|
Q3 2025
Reduced 96.38%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
29,948
shares
|
$815,783
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
29,945
shares
|
$815,701
1.45% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
29,939
shares
|
$815,538
0.66% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
29,927
shares
|
$815,211
0.15% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
29,902
shares
|
$814,530
0.12% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
29,773
shares
|
$811,016
0.03% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
29,739
shares
|
$810,090
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
29,646
shares
|
$807,557
0.46% of portfolio
|
Q4 2024
Added 174.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
29,612
shares
|
$806,630
0.22% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
29,600
shares
|
$806,304
0.04% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
29,564
shares
|
$805,323
0.17% of portfolio
|
Q4 2023
Reduced 1.34%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
29,560
shares
|
$805,214
0.05% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
29,396
shares
|
$800,747
0.14% of portfolio
|
Q3 2025
Added 43.45%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
29,329
shares
|
$798,921
0.28% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
29,183
shares
|
$794,944
0.07% of portfolio
|
Q4 2025
Reduced 5.95%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
29,107
shares
|
$792,874
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
29,106
shares
|
$792,847
0.0% of portfolio
|
Q3 2025
Reduced 41.51%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
28,925
shares
|
$787,917
0.02% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
28,659
shares
|
$780,671
0.37% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
28,538
shares
|
$777,375
0.02% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
28,506
shares
|
$776,503
0.1% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
28,457
shares
|
$775,168
0.36% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
28,433
shares
|
$774,514
0.08% of portfolio
|
Q3 2025
Added 0.01%
|
|