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 867 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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
213,140
shares
|
$5.81 Million
0.54% of portfolio
|
Q4 2025
Reduced 8.87%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
212,732
shares
|
$5.79 Million
0.98% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
212,388
shares
|
$5.79 Million
0.21% of portfolio
|
Q4 2025
Reduced 12.63%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
212,147
shares
|
$5.78 Million
1.41% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
211,643
shares
|
$5.77 Million
0.6% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
211,600
shares
|
$5.76 Million
0.0% of portfolio
|
Q3 2025
Added 110.55%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
210,988
shares
|
$5.75 Million
4.79% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
210,080
shares
|
$5.72 Million
0.38% of portfolio
|
Q4 2025
Reduced 16.32%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
210,061
shares
|
$5.72 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
209,644
shares
|
$5.71 Million
4.13% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
208,034
shares
|
$5.67 Million
2.94% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
207,275
shares
|
$5.65 Million
1.65% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
205,774
shares
|
$5.61 Million
0.18% of portfolio
|
Q3 2025
Added 25.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
204,964
shares
|
$5.58 Million
0.09% of portfolio
|
Q3 2025
Reduced 42.34%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
204,806
shares
|
$5.58 Million
0.63% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
204,531
shares
|
$5.57 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
203,049
shares
|
$5.53 Million
2.37% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
202,548
shares
|
$5.52 Million
1.94% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
202,169
shares
|
$5.51 Million
3.13% of portfolio
|
Q4 2025
Added 31.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
201,141
shares
|
$5.48 Million
0.34% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
200,578
shares
|
$5.46 Million
0.73% of portfolio
|
Q4 2025
Reduced 7.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200,008
shares
|
$5.45 Million
0.56% of portfolio
|
Q2 2020
Added 0.23%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
199,997
shares
|
$5.45 Million
0.09% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
199,738
shares
|
$5.44 Million
0.81% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
199,651
shares
|
$5.44 Million
0.26% of portfolio
|
Q2 2024
Reduced 68.1%
|
|