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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
71,056
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2025
Added 43.82%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
71,036
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Added 450.92%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
70,605
shares
|
$1.92 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
70,361
shares
|
$1.92 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
69,996
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
69,931
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
69,659
shares
|
$1.9 Million
0.29% of portfolio
|
Q3 2025
Added 88.12%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
69,659
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Added 28.8%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
69,574
shares
|
$1.9 Million
0.79% of portfolio
|
Q3 2025
Reduced 80.12%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
69,351
shares
|
$1.89 Million
1.03% of portfolio
|
Q3 2025
Reduced 16.36%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
69,319
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
69,318
shares
|
$1.89 Million
0.53% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
69,296
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2025
Added 72.94%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
69,065
shares
|
$1.88 Million
5.49% of portfolio
|
Q3 2023
Reduced 2.84%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
68,915
shares
|
$1.88 Million
1.42% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
68,507
shares
|
$1.87 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
68,332
shares
|
$1.86 Million
0.39% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
68,184
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
67,890
shares
|
$1.85 Million
0.41% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
67,610
shares
|
$1.84 Million
0.26% of portfolio
|
Q3 2025
Added 63.47%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
67,553
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
67,114
shares
|
$1.83 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
67,042
shares
|
$1.83 Million
0.51% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
66,695
shares
|
$1.82 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
66,554
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2025
Added 7.79%
|
|