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 2,057 institutions that hold shares in the stock, with a total of 868 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
8,700
shares
|
$236,988
0.19% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
8,677
shares
|
$236,361
0.13% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
8,642
shares
|
$235,408
0.07% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
8,640
shares
|
$235,353
0.07% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
8,632
shares
|
$235,135
0.03% of portfolio
|
Q3 2025
Reduced 47.93%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
8,624
shares
|
$234,917
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,598
shares
|
$234,209
0.1% of portfolio
|
Q3 2025
Added 363.75%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
8,595
shares
|
$234,127
0.03% of portfolio
|
Q3 2025
Reduced 46.57%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,588
shares
|
$233,937
0.04% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
8,587
shares
|
$233,909
0.01% of portfolio
|
Q4 2025
Added 29.5%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
8,580
shares
|
$233,719
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
8,562
shares
|
$233,228
0.06% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
8,550
shares
|
$232,902
0.07% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
8,545
shares
|
$232,765
0.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
8,526
shares
|
$232,248
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
8,519
shares
|
$232,057
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
8,473
shares
|
$230,804
0.1% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
8,460
shares
|
$230,450
0.03% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
8,364
shares
|
$227,835
0.05% of portfolio
|
Q2 2025
Reduced 55.79%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
8,340
shares
|
$227,181
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
8,318
shares
|
$226,582
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,317
shares
|
$226,555
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
8,315
shares
|
$226,500
0.01% of portfolio
|
Q3 2025
Reduced 20.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
8,260
shares
|
$225,002
0.07% of portfolio
|
Q3 2025
Reduced 65.9%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
8,146
shares
|
$221,897
0.1% of portfolio
|
Q3 2025
Reduced 4.8%
|
|