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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,513
shares
|
$122,934
0.16% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,493
shares
|
$122,389
0.01% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,449
shares
|
$121,190
0.04% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
4,448
shares
|
$121,163
0.12% of portfolio
|
Q3 2025
Reduced 97.42%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,434
shares
|
$120,782
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
4,414
shares
|
$120,237
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,267
shares
|
$116,233
0.13% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
4,256
shares
|
$115,933
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
4,235
shares
|
$115,361
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,080
shares
|
$111,139
0.04% of portfolio
|
Q4 2024
Added 202.67%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
4,030
shares
|
$109,777
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,005
shares
|
$109,096
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,983
shares
|
$108,496
0.0% of portfolio
|
Q3 2025
Reduced 13.54%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,930
shares
|
$107,053
0.07% of portfolio
|
Q2 2023
Added 19.09%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,858
shares
|
$105,091
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
3,832
shares
|
$104,383
0.02% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
3,816
shares
|
$103,947
0.03% of portfolio
|
Q3 2025
Added 118.43%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,797
shares
|
$103,430
0.01% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,732
shares
|
$101,659
0.08% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
3,668
shares
|
$99,916
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
3,663
shares
|
$99,780
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,615
shares
|
$98,472
0.07% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
3,567
shares
|
$97,165
0.03% of portfolio
|
Q3 2025
Added 73.75%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,561
shares
|
$97,001
0.03% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
3,510
shares
|
$95,612
0.01% of portfolio
|
Q3 2025
Reduced 6.97%
|
|