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 2,056 institutions that hold shares in the stock, with a total of 872 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,952,247
shares
|
$162 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,891,102
shares
|
$160 Million
0.68% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,684,538
shares
|
$155 Million
0.18% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,393,495
shares
|
$147 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
5,328,615
shares
|
$145 Million
0.28% of portfolio
|
Q3 2025
Added 243.5%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
5,087,213
shares
|
$139 Million
16.37% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,879,723
shares
|
$133 Million
0.62% of portfolio
|
Q3 2025
Reduced 31.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,616,851
shares
|
$126 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.06%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,401,895
shares
|
$120 Million
0.09% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,845,298
shares
|
$105 Million
0.18% of portfolio
|
Q3 2025
Reduced 16.97%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,835,212
shares
|
$104 Million
0.15% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,668,759
shares
|
$99.9 Million
0.36% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,446,198
shares
|
$93.9 Million
0.47% of portfolio
|
Q3 2025
Added 28.78%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,198,048
shares
|
$87.1 Million
3.11% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
3,095,874
shares
|
$84.3 Million
6.93% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,057,211
shares
|
$83.3 Million
6.13% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,982,998
shares
|
$81.3 Million
0.97% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,882,560
shares
|
$78.5 Million
0.05% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,798,648
shares
|
$76.2 Million
1.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,761,027
shares
|
$75.2 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,642,822
shares
|
$72 Million
6.9% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,358,936
shares
|
$64.3 Million
7.03% of portfolio
|
Q3 2025
Reduced 29.01%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,271,849
shares
|
$61.9 Million
0.28% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
2,227,461
shares
|
$60.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 28.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,221,462
shares
|
$60.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.96%
|
|