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 |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
10,570
shares
|
$287,926
0.02% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
10,570
shares
|
$287,926
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,554
shares
|
$287,490
0.03% of portfolio
|
Q4 2023
Reduced 17.2%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
10,545
shares
|
$287,245
0.11% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
10,508
shares
|
$286,237
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
10,500
shares
|
$286,020
0.02% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
Dec 02, 2025 Q3 2025 |
10,495
shares
|
$285,883
0.2% of portfolio
|
Q3 2025
Reduced 37.3%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
10,491
shares
|
$285,774
0.02% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
10,450
shares
|
$284,658
0.05% of portfolio
|
Q2 2025
Added 380.9%
|
|
|
Tenret CO LLC
|
Jul 16, 2025 Q2 2025 |
10,425
shares
|
$283,977
0.15% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,386
shares
|
$282,914
0.12% of portfolio
|
Q2 2023
Reduced 6.68%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
10,380
shares
|
$282,751
0.04% of portfolio
|
Q3 2025
Added 26.83%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
10,373
shares
|
$282,560
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
10,363
shares
|
$282,288
0.02% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
10,362
shares
|
$282,260
0.05% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
10,356
shares
|
$282,097
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,349
shares
|
$281,906
0.06% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
10,347
shares
|
$281,852
0.04% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,298
shares
|
$280,517
0.13% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
10,288
shares
|
$280,245
0.02% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
10,284
shares
|
$280,136
0.19% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,275
shares
|
$279,891
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
10,265
shares
|
$279,618
0.02% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
10,181
shares
|
$277,330
0.13% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
10,170
shares
|
$277,030
0.05% of portfolio
|
Q3 2025
Added 3.75%
|
|