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 |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
522,636
shares
|
$14.2 Million
6.8% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
522,578
shares
|
$14.2 Million
0.96% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
519,874
shares
|
$14.2 Million
6.37% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
519,775
shares
|
$14.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
518,695
shares
|
$14.1 Million
4.74% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
513,522
shares
|
$14 Million
7.34% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
511,992
shares
|
$13.9 Million
10.6% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
511,618
shares
|
$13.9 Million
2.42% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
511,354
shares
|
$13.9 Million
6.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
507,927
shares
|
$13.8 Million
0.14% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
505,898
shares
|
$13.8 Million
0.57% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
503,106
shares
|
$13.7 Million
3.2% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
495,271
shares
|
$13.5 Million
0.09% of portfolio
|
Q2 2025
Added 161.92%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
493,195
shares
|
$13.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
489,396
shares
|
$13.3 Million
1.04% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
484,859
shares
|
$13.2 Million
7.07% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
483,039
shares
|
$13.2 Million
3.19% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
482,648
shares
|
$13.1 Million
2.83% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
481,701
shares
|
$13.1 Million
0.22% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
480,918
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2025
Added 1737.67%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
478,107
shares
|
$13 Million
4.26% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
476,989
shares
|
$13 Million
3.38% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
472,756
shares
|
$12.9 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
471,282
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
471,123
shares
|
$12.8 Million
3.87% of portfolio
|
Q3 2025
Added 5.52%
|
|