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 |
|---|---|---|---|---|---|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
17,505
shares
|
$476,836
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
17,463
shares
|
$475,692
0.03% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
17,455
shares
|
$475,474
0.17% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
17,443
shares
|
$475,147
0.17% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
17,431
shares
|
$474,820
0.06% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
17,375
shares
|
$473,295
0.36% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
17,371
shares
|
$473,186
0.22% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
17,345
shares
|
$472,477
0.09% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
17,275
shares
|
$470,571
0.23% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
17,219
shares
|
$469,045
0.08% of portfolio
|
Q3 2025
Reduced 34.91%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
17,181
shares
|
$468,010
0.21% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,163
shares
|
$467,520
0.07% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
17,146
shares
|
$467,057
0.15% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
17,115
shares
|
$466,212
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
17,091
shares
|
$465,558
0.29% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
17,055
shares
|
$464,578
0.69% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
17,002
shares
|
$463,134
0.14% of portfolio
|
Q3 2025
Added 92.37%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
16,922
shares
|
$460,955
0.16% of portfolio
|
Q3 2025
Added 40.91%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
16,815
shares
|
$458,040
0.05% of portfolio
|
Q3 2025
Added 33.09%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,812
shares
|
$457,958
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
16,807
shares
|
$457,822
0.21% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
16,767
shares
|
$456,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
16,724
shares
|
$455,561
0.14% of portfolio
|
Q4 2025
Reduced 4.91%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
16,693
shares
|
$454,717
0.29% of portfolio
|
Q3 2025
Reduced 92.19%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
16,674
shares
|
$454,199
0.08% of portfolio
|
Q3 2025
Added 1.26%
|
|