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 2,058 institutions that hold shares in the stock, with a total of 869 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
1,643,783
shares
|
$44.8 Million
28.84% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,594,721
shares
|
$43.4 Million
12.01% of portfolio
|
Q3 2025
Reduced 29.29%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,591,311
shares
|
$43.3 Million
9.18% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
1,581,000
shares
|
$43.1 Million
1.17% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,572,774
shares
|
$42.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,572,349
shares
|
$42.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,563,992
shares
|
$42.6 Million
0.94% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,543,250
shares
|
$42 Million
0.33% of portfolio
|
Q3 2025
Reduced 18.84%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
1,520,165
shares
|
$41.4 Million
2.23% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,497,161
shares
|
$40.8 Million
0.28% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
1,475,986
shares
|
$40.2 Million
0.56% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
1,468,832
shares
|
$40 Million
6.25% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,445,656
shares
|
$39.4 Million
12.35% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,444,389
shares
|
$39.3 Million
10.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
1,427,691
shares
|
$38.9 Million
8.26% of portfolio
|
Q4 2025
Added 4.27%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,396,957
shares
|
$38.1 Million
5.14% of portfolio
|
Q3 2025
Added 28.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,380,271
shares
|
$37.6 Million
0.3% of portfolio
|
Q3 2025
Reduced 41.15%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
1,361,756
shares
|
$37.1 Million
19.78% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,360,107
shares
|
$37 Million
0.48% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
1,329,461
shares
|
$36.2 Million
0.44% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
1,325,110
shares
|
$36.1 Million
0.49% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,318,503
shares
|
$35.9 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
1,290,814
shares
|
$35.2 Million
2.56% of portfolio
|
Q3 2022
Added 1379.87%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,258,987
shares
|
$34.3 Million
10.18% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,258,786
shares
|
$34.3 Million
3.6% of portfolio
|
Q4 2023
New holding
|
|