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 2,058 institutions that hold shares in the stock, with a total of 869 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
13,519
shares
|
$368,257
0.81% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
13,434
shares
|
$365,942
0.07% of portfolio
|
Q4 2025
Reduced 7.95%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
13,350
shares
|
$363,654
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
13,345
shares
|
$363,517
0.1% of portfolio
|
Q3 2025
Reduced 23.43%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
13,323
shares
|
$362,918
0.03% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
13,300
shares
|
$362,292
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
13,269
shares
|
$361,447
0.16% of portfolio
|
Q4 2024
Added 209.52%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
13,256
shares
|
$361,093
0.17% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
13,238
shares
|
$360,603
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
13,185
shares
|
$359,159
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
13,136
shares
|
$357,824
0.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
13,089
shares
|
$356,544
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
13,055
shares
|
$355,618
0.02% of portfolio
|
Q2 2025
Reduced 23.47%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
13,026
shares
|
$354,828
0.09% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,015
shares
|
$354,528
4.2% of portfolio
|
Q3 2023
Reduced 1.64%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
13,000
shares
|
$354,120
0.07% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
12,950
shares
|
$352,758
0.01% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
12,930
shares
|
$352,213
0.19% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
12,927
shares
|
$352,131
0.08% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
12,921
shares
|
$351,968
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
12,918
shares
|
$351,886
0.05% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
12,877
shares
|
$350,769
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
12,857
shares
|
$350,224
0.21% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
12,854
shares
|
$350,142
0.05% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
12,801
shares
|
$348,699
0.18% of portfolio
|
Q3 2025
Added 0.27%
|
|