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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
16,669
shares
|
$454,063
0.02% of portfolio
|
Q1 2025
Added 7.09%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
16,635
shares
|
$453,137
0.02% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
16,607
shares
|
$452,374
0.19% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,581
shares
|
$451,666
0.17% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
16,564
shares
|
$451,203
0.24% of portfolio
|
Q3 2025
Added 58.6%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
16,532
shares
|
$450,331
0.08% of portfolio
|
Q4 2025
Reduced 7.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
16,509
shares
|
$449,705
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
16,491
shares
|
$449,214
0.42% of portfolio
|
Q3 2025
Reduced 17.83%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
16,475
shares
|
$448,779
0.47% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 08, 2026 Q4 2025 |
16,444
shares
|
$447,934
0.33% of portfolio
|
Q4 2025
Added 9.31%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
16,420
shares
|
$447,280
0.44% of portfolio
|
Q3 2025
Added 25.72%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
16,370
shares
|
$445,918
0.03% of portfolio
|
Q4 2025
Added 4.59%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
16,345
shares
|
$445,237
0.01% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
16,338
shares
|
$445,047
0.1% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
16,180
shares
|
$440,743
0.01% of portfolio
|
Q3 2025
Reduced 36.94%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
16,167
shares
|
$440,389
0.25% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
16,163
shares
|
$440,280
0.0% of portfolio
|
Q4 2024
Added 199.98%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
16,142
shares
|
$439,708
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
16,039
shares
|
$436,902
0.08% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
16,036
shares
|
$436,820
0.02% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
15,951
shares
|
$434,505
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
15,945
shares
|
$434,341
0.01% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
15,940
shares
|
$434,205
0.08% of portfolio
|
Q3 2025
Reduced 15.2%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
15,940
shares
|
$434,205
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
15,925
shares
|
$433,797
0.18% of portfolio
|
Q4 2025
Added 30.16%
|
|