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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
49,563
shares
|
$1.35 Million
0.45% of portfolio
|
Q2 2025
Added 19.96%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2025 Q3 2025 |
49,425
shares
|
$1.35 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
49,403
shares
|
$1.35 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
49,338
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2025
Reduced 27.4%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
49,305
shares
|
$1.34 Million
0.9% of portfolio
|
Q4 2025
Reduced 16.17%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
49,291
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
49,185
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
49,022
shares
|
$1.34 Million
1.48% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
48,749
shares
|
$1.33 Million
0.71% of portfolio
|
Q3 2025
Reduced 47.39%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
48,069
shares
|
$1.31 Million
0.19% of portfolio
|
Q4 2025
Reduced 32.44%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
47,866
shares
|
$1.3 Million
0.69% of portfolio
|
Q3 2022
New holding
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
47,789
shares
|
$1.3 Million
2.14% of portfolio
|
Q4 2022
Added 41.28%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
47,533
shares
|
$1.29 Million
0.81% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
47,498
shares
|
$1.29 Million
0.63% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
47,494
shares
|
$1.29 Million
0.35% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
47,477
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
46,936
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
46,558
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
46,435
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
46,424
shares
|
$1.26 Million
0.72% of portfolio
|
Q4 2025
Reduced 11.95%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
46,310
shares
|
$1.26 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
45,873
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
45,638
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2025
Added 43.35%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
45,386
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
45,383
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 22.53%
|
|