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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
19,674
shares
|
$535,919
0.01% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
19,624
shares
|
$534,557
0.38% of portfolio
|
Q4 2024
Added 239.75%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
19,572
shares
|
$533,141
1.76% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Mirador Capital Partners LP
|
Oct 06, 2025 Q3 2025 |
19,564
shares
|
$532,923
0.08% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
19,564
shares
|
$532,923
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,556
shares
|
$532,705
0.03% of portfolio
|
Q4 2024
Added 197.7%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
19,554
shares
|
$532,650
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
19,486
shares
|
$530,798
0.04% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
19,436
shares
|
$529,436
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
19,397
shares
|
$528,374
0.03% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
19,332
shares
|
$526,603
0.12% of portfolio
|
Q3 2025
Reduced 26.75%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
19,255
shares
|
$524,506
0.25% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
19,224
shares
|
$523,661
0.22% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
19,219
shares
|
$523,525
0.23% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
19,139
shares
|
$521,346
0.91% of portfolio
|
Q4 2024
Added 251.11%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
19,105
shares
|
$520,420
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
19,058
shares
|
$519,139
0.01% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
18,905
shares
|
$514,972
0.04% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
18,863
shares
|
$513,828
0.33% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
18,812
shares
|
$512,438
0.12% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
18,727
shares
|
$510,123
0.36% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
18,587
shares
|
$506,309
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
18,574
shares
|
$505,955
5.74% of portfolio
|
Q3 2025
Reduced 92.92%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
18,552
shares
|
$505,356
0.29% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
18,473
shares
|
$503,204
0.03% of portfolio
|
Q3 2025
Added 119.79%
|
|