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 |
|---|---|---|---|---|---|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
25,524
shares
|
$695,273
0.51% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
25,465
shares
|
$693,666
0.14% of portfolio
|
Q4 2025
Reduced 8.32%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
25,449
shares
|
$693,230
0.4% of portfolio
|
Q3 2025
Reduced 28.03%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
25,407
shares
|
$692,086
0.17% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
25,365
shares
|
$690,942
0.53% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
25,345
shares
|
$690,397
0.74% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
25,340
shares
|
$690,261
0.13% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
25,265
shares
|
$688,218
0.42% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
25,249
shares
|
$687,782
0.58% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
25,129
shares
|
$684,513
0.32% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
25,110
shares
|
$683,996
0.04% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
25,070
shares
|
$682,906
0.6% of portfolio
|
Q4 2025
Reduced 4.14%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Oct 30, 2025 Q3 2025 |
25,033
shares
|
$681,898
0.43% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
24,974
shares
|
$680,291
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
24,924
shares
|
$678,929
0.54% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
24,896
shares
|
$678,167
0.18% of portfolio
|
Q3 2025
Reduced 77.68%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
24,883
shares
|
$677,812
0.02% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
24,825
shares
|
$676,233
0.53% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
24,784
shares
|
$675,116
0.55% of portfolio
|
Q3 2025
Reduced 83.03%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
24,724
shares
|
$673,481
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
24,598
shares
|
$670,049
0.1% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
24,515
shares
|
$667,788
0.15% of portfolio
|
Q3 2025
Added 125.22%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
24,464
shares
|
$666,399
0.09% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
24,391
shares
|
$664,410
0.3% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
24,336
shares
|
$662,912
0.35% of portfolio
|
Q3 2025
Reduced 21.25%
|
|