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 |
|---|---|---|---|---|---|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
12,061
shares
|
$328,541
0.13% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
12,001
shares
|
$326,907
0.21% of portfolio
|
Q3 2025
Reduced 26.33%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
11,967
shares
|
$325,981
0.06% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
11,962
shares
|
$325,844
0.01% of portfolio
|
Q4 2023
Reduced 4.78%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
11,931
shares
|
$325,000
0.06% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,926
shares
|
$324,864
0.01% of portfolio
|
Q3 2025
Reduced 93.27%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
11,919
shares
|
$324,673
0.0% of portfolio
|
Q2 2023
Added 23.17%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
11,913
shares
|
$324,510
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
11,866
shares
|
$323,229
0.07% of portfolio
|
Q4 2024
Added 202.94%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
11,851
shares
|
$322,821
0.56% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
11,797
shares
|
$321,350
0.09% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
11,788
shares
|
$321,105
0.03% of portfolio
|
Q3 2025
Added 49.05%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,781
shares
|
$320,914
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
11,771
shares
|
$320,642
0.12% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
11,745
shares
|
$319,933
0.09% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,738
shares
|
$319,743
0.08% of portfolio
|
Q4 2022
Added 0.05%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
11,667
shares
|
$317,809
0.01% of portfolio
|
Q4 2024
Added 132.78%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
11,650
shares
|
$317,346
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
11,637
shares
|
$316,991
0.08% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
11,563
shares
|
$314,976
0.01% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
11,553
shares
|
$314,703
0.04% of portfolio
|
Q2 2025
Added 28.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
11,502
shares
|
$313,314
0.0% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
11,431
shares
|
$311,380
0.67% of portfolio
|
Q3 2025
Added 272.1%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
11,425
shares
|
$311,217
0.05% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
11,422
shares
|
$311,135
0.04% of portfolio
|
Q3 2025
Reduced 18.0%
|
|