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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,433
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
638
shares
|
$17,379
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
567
shares
|
$15,445
0.01% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
565
shares
|
$15,390
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
553
shares
|
$15,063
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
546
shares
|
$14,873
0.01% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
500
shares
|
$13,620
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
480
shares
|
$13,075
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
474
shares
|
$12,911
0.0% of portfolio
|
Q4 2024
Reduced 50.52%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
450
shares
|
$12,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
450
shares
|
$12,258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
442
shares
|
$12,040
0.05% of portfolio
|
Q3 2022
Added 320.95%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
426
shares
|
$11,604
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
420
shares
|
$11,440
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$10,759
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
394
shares
|
$10,732
0.0% of portfolio
|
Q2 2025
Added 173.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
387
shares
|
$10,541
0.01% of portfolio
|
Q3 2025
Added 1659.09%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
352
shares
|
$9,588
0.0% of portfolio
|
Q3 2025
Added 137.84%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
344
shares
|
$9,370
0.02% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
339
shares
|
$9,234
0.0% of portfolio
|
Q3 2025
Reduced 92.71%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
330
shares
|
$8,989
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
326
shares
|
$8,880
0.0% of portfolio
|
Q1 2025
Added 44.89%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,335
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$8,171
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
300
shares
|
$8,171
0.01% of portfolio
|
Q4 2024
New holding
|
|