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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
14,256
shares
|
$388,333
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
14,211
shares
|
$387,107
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,156
shares
|
$385,609
0.12% of portfolio
|
Q4 2023
Added 1.03%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
14,154
shares
|
$385,554
0.06% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
14,142
shares
|
$385,228
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
14,131
shares
|
$384,928
0.28% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
14,108
shares
|
$384,301
0.01% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
14,076
shares
|
$383,430
0.02% of portfolio
|
Q3 2025
Reduced 45.3%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
14,007
shares
|
$381,550
0.03% of portfolio
|
Q4 2024
Reduced 96.34%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
13,991
shares
|
$381,114
0.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
13,984
shares
|
$380,924
0.12% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,966
shares
|
$380,433
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
13,918
shares
|
$379,126
0.01% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
13,860
shares
|
$377,546
0.21% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
13,835
shares
|
$376,865
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
13,814
shares
|
$376,293
0.07% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
13,806
shares
|
$376,075
0.02% of portfolio
|
Q3 2025
Added 3259.12%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
13,804
shares
|
$376,020
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
13,789
shares
|
$375,612
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
13,730
shares
|
$374,005
0.18% of portfolio
|
Q2 2025
Reduced 36.73%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
13,698
shares
|
$373,133
0.05% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
13,630
shares
|
$371,281
0.17% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
13,608
shares
|
$370,681
0.21% of portfolio
|
Q3 2025
Reduced 33.74%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,563
shares
|
$369,456
0.34% of portfolio
|
Q4 2024
Added 210.37%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
13,550
shares
|
$369,102
0.21% of portfolio
|
Q3 2025
Added 40.34%
|
|