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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
60,706
shares
|
$1.65 Million
0.59% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
60,535
shares
|
$1.65 Million
0.51% of portfolio
|
Q2 2022
Reduced 3.16%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
60,488
shares
|
$1.65 Million
0.61% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
60,358
shares
|
$1.64 Million
0.19% of portfolio
|
Q4 2025
Reduced 8.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
60,107
shares
|
$1.64 Million
0.2% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
60,081
shares
|
$1.64 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
59,724
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
59,592
shares
|
$1.62 Million
2.04% of portfolio
|
Q4 2022
Added 20.17%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
59,515
shares
|
$1.62 Million
0.41% of portfolio
|
Q1 2023
Added 5.58%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
59,326
shares
|
$1.62 Million
0.91% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
58,916
shares
|
$1.6 Million
0.75% of portfolio
|
Q4 2024
Added 206.47%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
58,609
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
58,560
shares
|
$1.6 Million
1.18% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
58,401
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
57,804
shares
|
$1.57 Million
0.46% of portfolio
|
Q4 2025
Added 1.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
57,725
shares
|
$1.57 Million
0.36% of portfolio
|
Q4 2022
Reduced 3.08%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
57,572
shares
|
$1.57 Million
0.27% of portfolio
|
Q3 2025
Added 83.51%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
57,174
shares
|
$1.56 Million
0.55% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
57,127
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
56,849
shares
|
$1.55 Million
0.45% of portfolio
|
Q3 2025
Reduced 24.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
56,626
shares
|
$1.54 Million
0.33% of portfolio
|
Q3 2023
Added 5.55%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
56,373
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
56,364
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
56,098
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
56,021
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.7%
|
|