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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
22,783
shares
|
$620,608
0.06% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
22,782
shares
|
$620,581
0.06% of portfolio
|
Q3 2025
Reduced 12.39%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
22,692
shares
|
$618,130
0.05% of portfolio
|
Q4 2024
Added 202.76%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
22,673
shares
|
$617,612
1.52% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
22,641
shares
|
$616,740
0.07% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
22,638
shares
|
$616,659
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
22,548
shares
|
$614,207
0.26% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
22,451
shares
|
$611,565
0.03% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
22,349
shares
|
$608,786
0.1% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
22,331
shares
|
$608,296
0.07% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
22,296
shares
|
$607,343
0.09% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
22,215
shares
|
$605,136
0.22% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
22,148
shares
|
$603,311
0.45% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
22,079
shares
|
$601,431
0.19% of portfolio
|
Q3 2025
Added 93.07%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
22,065
shares
|
$601,050
0.18% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
21,957
shares
|
$598,108
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
21,911
shares
|
$596,855
0.39% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
21,875
shares
|
$595,875
0.33% of portfolio
|
Q1 2025
Added 44.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
21,826
shares
|
$594,540
0.01% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
21,575
shares
|
$587,703
0.11% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,541
shares
|
$586,776
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
21,500
shares
|
$585,660
0.59% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
21,365
shares
|
$581,982
0.22% of portfolio
|
Q4 2025
Reduced 2.51%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
21,361
shares
|
$581,873
0.21% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
21,353
shares
|
$581,655
0.05% of portfolio
|
Q3 2025
Reduced 0.1%
|
|