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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$65,375
0.01% of portfolio
|
Q4 2024
Added 247.32%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,349
shares
|
$63,986
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
2,340
shares
|
$63,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
2,169
shares
|
$59,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
2,136
shares
|
$58,184
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
2,100
shares
|
$57,204
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
2,097
shares
|
$57,122
0.04% of portfolio
|
Q2 2025
Added 160.82%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,091
shares
|
$56,958
0.0% of portfolio
|
Q3 2025
Added 390.85%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
2,002
shares
|
$54,534
0.04% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
1,991
shares
|
$54,234
0.05% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,983
shares
|
$54,016
0.02% of portfolio
|
Q2 2023
Added 4.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,981
shares
|
$53,962
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
1,965
shares
|
$53,526
0.03% of portfolio
|
Q3 2025
Reduced 91.39%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,930
shares
|
$52,573
0.01% of portfolio
|
Q4 2025
Reduced 83.76%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,921
shares
|
$52,328
0.03% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
1,899
shares
|
$51,728
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,850
shares
|
$50,394
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
1,806
shares
|
$49,195
0.03% of portfolio
|
Q4 2024
Reduced 75.42%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
1,803
shares
|
$49,113
0.02% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
1,800
shares
|
$49,032
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 22, 2025 Q3 2025 |
1,777
shares
|
$48,405
0.03% of portfolio
|
Q1 2025
Reduced 60.48%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,722
shares
|
$46,907
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,677
shares
|
$45,681
0.03% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
1,677
shares
|
$45,681
0.03% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
1,665
shares
|
$45,354
0.04% of portfolio
|
Q3 2025
Added 12.42%
|
|