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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
7,448
shares
|
$202,883
0.05% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
7,448
shares
|
$202,883
0.04% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
7,443
shares
|
$202,747
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
7,435
shares
|
$202,529
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
7,420
shares
|
$202,120
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
7,407
shares
|
$201,766
0.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
7,400
shares
|
$201,576
0.09% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
7,367
shares
|
$200,677
0.08% of portfolio
|
Q4 2025
Reduced 28.18%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
7,298
shares
|
$198,797
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,291
shares
|
$198,606
0.04% of portfolio
|
Q4 2023
Added 89.92%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
7,204
shares
|
$196,236
0.03% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,202
shares
|
$196,182
0.09% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,039
shares
|
$191,742
0.0% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
7,032
shares
|
$191,551
0.12% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
7,000
shares
|
$190,680
0.14% of portfolio
|
Q1 2023
Added 0.17%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
6,974
shares
|
$189,971
0.04% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$186,076
0.37% of portfolio
|
Q1 2024
Added 0.74%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,779
shares
|
$184,659
0.01% of portfolio
|
Q2 2024
Added 21.84%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
6,749
shares
|
$183,842
0.02% of portfolio
|
Q4 2024
Added 213.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,726
shares
|
$183,216
0.02% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,677
shares
|
$181,881
0.01% of portfolio
|
Q3 2022
Reduced 4.71%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
6,636
shares
|
$180,764
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,389
shares
|
$174,036
0.04% of portfolio
|
Q3 2023
Reduced 40.38%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
6,327
shares
|
$172,347
0.06% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,221
shares
|
$169,460
0.0% of portfolio
|
Q3 2022
Added 0.29%
|
|