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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
28,430
shares
|
$774,433
0.01% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
28,429
shares
|
$774,405
0.48% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
28,422
shares
|
$774,215
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
28,355
shares
|
$772,390
0.63% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
28,300
shares
|
$770,892
0.34% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
28,267
shares
|
$769,993
0.41% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
28,261
shares
|
$769,829
0.08% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
28,241
shares
|
$769,284
0.09% of portfolio
|
Q3 2025
Added 88.21%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
28,144
shares
|
$766,642
0.05% of portfolio
|
Q3 2025
Reduced 97.65%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
27,994
shares
|
$762,556
0.18% of portfolio
|
Q1 2025
Added 33.3%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Nov 12, 2025 Q3 2025 |
27,868
shares
|
$759,124
0.23% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
27,793
shares
|
$757,081
0.24% of portfolio
|
Q3 2025
Added 16.88%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
27,743
shares
|
$755,719
0.17% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
27,729
shares
|
$755,337
0.02% of portfolio
|
Q3 2025
Added 66.63%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
27,594
shares
|
$751,660
0.08% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
27,581
shares
|
$751,306
0.03% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
27,552
shares
|
$750,516
0.14% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
27,505
shares
|
$749,236
0.28% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
27,441
shares
|
$747,492
0.07% of portfolio
|
Q3 2025
Reduced 21.08%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
27,372
shares
|
$745,613
0.08% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
27,354
shares
|
$745,122
0.02% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
27,345
shares
|
$744,877
0.09% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
27,325
shares
|
$744,333
0.2% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
27,186
shares
|
$740,546
0.22% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
27,067
shares
|
$737,305
0.02% of portfolio
|
Q3 2025
Added 0.31%
|
|