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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
24,326
shares
|
$662,640
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
24,283
shares
|
$661,468
0.07% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
23,942
shares
|
$652,180
0.41% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
23,912
shares
|
$651,362
0.42% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
23,887
shares
|
$650,681
0.13% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
23,837
shares
|
$649,319
0.04% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
23,832
shares
|
$649,183
0.48% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
23,829
shares
|
$649,101
0.05% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
23,828
shares
|
$649,074
0.48% of portfolio
|
Q2 2025
Added 137.4%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
23,766
shares
|
$647,385
0.0% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
23,732
shares
|
$646,459
0.14% of portfolio
|
Q3 2025
Added 25.61%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,565
shares
|
$641,910
0.01% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
23,501
shares
|
$640,167
0.16% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
23,490
shares
|
$639,867
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
23,379
shares
|
$636,843
0.22% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
23,329
shares
|
$635,481
0.05% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
23,205
shares
|
$632,104
0.09% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
23,179
shares
|
$631,395
0.18% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,070
shares
|
$628,426
0.05% of portfolio
|
Q4 2023
Reduced 16.72%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
23,031
shares
|
$627,364
0.25% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
23,020
shares
|
$627,064
0.07% of portfolio
|
Q3 2025
Added 35.83%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
23,014
shares
|
$626,901
0.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
22,983
shares
|
$626,056
0.44% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Fulcrum Capital LLC
|
Oct 28, 2025 Q3 2025 |
22,885
shares
|
$623,387
0.13% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
22,828
shares
|
$621,834
0.04% of portfolio
|
Q4 2025
Reduced 2.46%
|
|