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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,585
shares
|
$43,175
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,549
shares
|
$42,194
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,500
shares
|
$40,860
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,500
shares
|
$40,860
0.02% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,495
shares
|
$40,723
0.01% of portfolio
|
Q1 2023
Reduced 1.32%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,494
shares
|
$40,696
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
1,478
shares
|
$40,260
0.02% of portfolio
|
Q3 2025
Reduced 51.03%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
1,475
shares
|
$40,179
0.01% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,423
shares
|
$38,762
0.02% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,422
shares
|
$38,735
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,392
shares
|
$37,918
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
1,386
shares
|
$37,754
0.32% of portfolio
|
Q3 2025
Reduced 98.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,350
shares
|
$36,774
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,306
shares
|
$35,575
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,302
shares
|
$35,466
0.02% of portfolio
|
Q3 2025
Added 1903.08%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,300
shares
|
$35,412
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,299
shares
|
$35,384
0.01% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,282
shares
|
$34,921
0.0% of portfolio
|
Q2 2025
Added 57.3%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,273
shares
|
$34,676
0.01% of portfolio
|
Q2 2025
Reduced 31.67%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,251
shares
|
$34,077
0.01% of portfolio
|
Q3 2025
Added 181.76%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,235
shares
|
$33,641
0.02% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
1,220
shares
|
$33,232
0.02% of portfolio
|
Q4 2025
Reduced 7.37%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,218
shares
|
$33,178
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,214
shares
|
$33,069
0.01% of portfolio
|
Q3 2025
Reduced 87.93%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,142
shares
|
$31,108
0.06% of portfolio
|
Q2 2022
Reduced 90.31%
|
|