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 |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
10,170
shares
|
$277,030
0.05% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
10,158
shares
|
$276,703
0.22% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
10,149
shares
|
$276,458
0.1% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
10,115
shares
|
$275,532
0.03% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Raub Brock Capital Management LP
|
Oct 15, 2025 Q3 2025 |
10,113
shares
|
$275,478
0.06% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
10,099
shares
|
$275,096
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
10,099
shares
|
$275,096
0.1% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
10,083
shares
|
$274,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
10,065
shares
|
$274,170
0.03% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
10,060
shares
|
$274,034
0.47% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
10,045
shares
|
$273,625
0.43% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
10,043
shares
|
$273,571
0.16% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
10,034
shares
|
$273,326
0.4% of portfolio
|
Q1 2022
Added 6.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,027
shares
|
$273,135
0.0% of portfolio
|
Q4 2022
Reduced 10.87%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
9,997
shares
|
$272,318
0.21% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
9,996
shares
|
$272,291
0.04% of portfolio
|
Q3 2025
Added 32.45%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
9,990
shares
|
$272,127
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
9,987
shares
|
$272,045
0.09% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
9,972
shares
|
$271,637
0.14% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
9,916
shares
|
$270,111
0.03% of portfolio
|
Q2 2025
Reduced 25.12%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
9,852
shares
|
$268,368
0.01% of portfolio
|
Q3 2025
Added 9.8%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
9,852
shares
|
$268,368
0.14% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
9,848
shares
|
$268,259
0.02% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
9,841
shares
|
$268,068
0.14% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
9,832
shares
|
$267,823
0.08% of portfolio
|
Q3 2025
Added 0.97%
|
|