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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,346
shares
|
$581,465
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
21,153
shares
|
$576,207
0.24% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
21,086
shares
|
$574,382
0.64% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
21,031
shares
|
$572,884
0.05% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
21,022
shares
|
$572,639
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
20,976
shares
|
$571,386
0.19% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
20,884
shares
|
$568,880
0.47% of portfolio
|
Q4 2022
Added 3.47%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
20,884
shares
|
$568,880
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
20,871
shares
|
$568,526
0.0% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
20,851
shares
|
$567,981
0.01% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
20,802
shares
|
$566,646
0.05% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
20,771
shares
|
$565,802
0.17% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
20,655
shares
|
$562,642
0.3% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
20,634
shares
|
$562,070
0.36% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
20,607
shares
|
$561,334
0.1% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
20,567
shares
|
$560,245
0.07% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
20,360
shares
|
$554,606
0.08% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
20,326
shares
|
$553,680
0.07% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
20,299
shares
|
$552,944
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
20,260
shares
|
$551,882
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
20,219
shares
|
$550,765
0.02% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
20,158
shares
|
$549,103
0.1% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,040
shares
|
$545,889
0.19% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
19,944
shares
|
$543,274
0.19% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
19,894
shares
|
$541,912
0.38% of portfolio
|
Q4 2022
Added 6.57%
|
|