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 |
|---|---|---|---|---|---|
|
Sanchez Wealth Management Group
|
Nov 06, 2025 Q3 2025 |
15,829
shares
|
$431,181
0.1% of portfolio
|
Q4 2024
Added 200.02%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
15,816
shares
|
$430,827
0.04% of portfolio
|
Q3 2025
Added 43.51%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
15,806
shares
|
$430,555
0.1% of portfolio
|
Q3 2022
Added 28.97%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
15,799
shares
|
$430,364
0.08% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
15,783
shares
|
$429,928
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
15,775
shares
|
$429,711
0.25% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
15,773
shares
|
$429,656
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
15,773
shares
|
$429,656
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
15,762
shares
|
$429,356
0.25% of portfolio
|
Q4 2025
Added 35.08%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
15,510
shares
|
$422,492
0.02% of portfolio
|
Q3 2025
Reduced 52.95%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
15,489
shares
|
$421,920
0.06% of portfolio
|
Q3 2025
Added 49.96%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
15,441
shares
|
$420,612
0.1% of portfolio
|
Q3 2025
Added 74.47%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
15,413
shares
|
$419,850
0.05% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
15,393
shares
|
$419,305
0.02% of portfolio
|
Q2 2022
Added 0.91%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
15,383
shares
|
$419,032
0.04% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
15,326
shares
|
$417,480
0.02% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 08, 2026 Q4 2025 |
15,299
shares
|
$416,744
0.26% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
15,290
shares
|
$416,499
0.1% of portfolio
|
Q3 2025
Reduced 40.91%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
15,274
shares
|
$416,063
0.12% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
15,176
shares
|
$413,394
0.01% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
15,165
shares
|
$413,094
0.1% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 15, 2025 Q3 2025 |
15,161
shares
|
$412,985
0.21% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
15,091
shares
|
$411,078
0.13% of portfolio
|
Q4 2025
Reduced 8.26%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
15,060
shares
|
$410,234
0.31% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
15,034
shares
|
$409,526
0.67% of portfolio
|
Q3 2024
Added 1.85%
|
|