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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
26,999
shares
|
$735,452
0.05% of portfolio
|
Q3 2025
Added 51.71%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
26,977
shares
|
$734,853
0.09% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
26,911
shares
|
$733,055
0.23% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
26,846
shares
|
$731,285
0.19% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
26,807
shares
|
$730,222
1.5% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
26,779
shares
|
$729,459
0.13% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
26,700
shares
|
$727,308
1.23% of portfolio
|
Q3 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
26,689
shares
|
$727,008
0.12% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
26,631
shares
|
$725,428
0.26% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
26,593
shares
|
$724,393
0.66% of portfolio
|
Q2 2025
Added 73769.44%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
26,513
shares
|
$722,214
0.01% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
26,501
shares
|
$721,887
0.02% of portfolio
|
Q3 2025
Added 32.79%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
26,394
shares
|
$718,972
0.05% of portfolio
|
Q4 2025
Added 41.72%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
26,306
shares
|
$716,575
0.02% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
26,137
shares
|
$711,971
0.27% of portfolio
|
Q3 2025
Reduced 65.99%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
26,118
shares
|
$711,454
0.16% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
26,096
shares
|
$710,855
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
25,908
shares
|
$705,733
0.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
25,848
shares
|
$704,099
0.25% of portfolio
|
Q3 2025
Added 21.34%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
25,833
shares
|
$703,690
0.1% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
25,810
shares
|
$703,064
0.19% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
25,671
shares
|
$699,278
0.06% of portfolio
|
Q3 2025
Added 6.85%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
25,668
shares
|
$699,196
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
25,632
shares
|
$698,215
0.27% of portfolio
|
Q3 2025
Reduced 91.34%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
25,575
shares
|
$696,663
0.54% of portfolio
|
Q2 2025
Reduced 14.19%
|
|