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 |
|---|---|---|---|---|---|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
12,783
shares
|
$348,208
0.06% of portfolio
|
Q3 2025
Added 43.9%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
12,745
shares
|
$347,173
0.08% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
12,716
shares
|
$346,383
0.05% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,697
shares
|
$345,866
0.03% of portfolio
|
Q4 2024
Added 170.44%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
12,686
shares
|
$345,566
0.05% of portfolio
|
Q4 2025
Added 9.18%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,665
shares
|
$344,994
0.02% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
12,664
shares
|
$344,967
0.03% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
12,650
shares
|
$344,586
0.0% of portfolio
|
Q3 2025
Added 39.78%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
12,631
shares
|
$344,068
0.35% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
12,626
shares
|
$343,932
0.02% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
12,606
shares
|
$343,387
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
12,561
shares
|
$342,161
0.1% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
12,507
shares
|
$340,690
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
12,497
shares
|
$340,418
0.96% of portfolio
|
Q4 2022
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
12,432
shares
|
$338,647
0.17% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
12,415
shares
|
$338,184
0.16% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
12,392
shares
|
$337,558
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
12,384
shares
|
$337,340
0.01% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
12,333
shares
|
$335,950
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
12,317
shares
|
$335,515
0.16% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
12,261
shares
|
$333,989
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
12,176
shares
|
$331,674
0.46% of portfolio
|
Q2 2023
Reduced 50.77%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,125
shares
|
$330,285
0.1% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
12,114
shares
|
$329,985
0.26% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
12,081
shares
|
$329,086
0.37% of portfolio
|
Q3 2025
Reduced 0.54%
|
|