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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
1,122
shares
|
$30,563
0.01% of portfolio
|
Q3 2025
Reduced 74.12%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
1,095
shares
|
$29,827
0.01% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,050
shares
|
$28,602
0.01% of portfolio
|
Q3 2025
Reduced 70.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,000
shares
|
$27,240
0.01% of portfolio
|
Q3 2021
Reduced 18.63%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
990
shares
|
$26,967
0.01% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
975
shares
|
$26,559
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
974
shares
|
$26,531
0.0% of portfolio
|
Q3 2025
Added 116.44%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
970
shares
|
$26,422
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
960
shares
|
$26,150
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
875
shares
|
$23,835
0.04% of portfolio
|
Q4 2023
Reduced 14.13%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
835
shares
|
$22,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
830
shares
|
$22,609
0.0% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
829
shares
|
$22,581
0.0% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
812
shares
|
$22,118
0.0% of portfolio
|
Q3 2025
Reduced 30.66%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
810
shares
|
$22,064
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
792
shares
|
$21,574
0.0% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
763
shares
|
$20,784
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
732
shares
|
$19,939
0.0% of portfolio
|
Q3 2025
Reduced 99.67%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
700
shares
|
$19,068
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
687
shares
|
$18,713
0.01% of portfolio
|
Q2 2025
Reduced 22.55%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
663
shares
|
$18,060
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
660
shares
|
$17,978
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
644
shares
|
$17,542
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|