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 868 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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
15,034
shares
|
$409,526
0.05% of portfolio
|
Q2 2025
Reduced 28.68%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$408,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$408,600
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
15,000
shares
|
$408,600
0.12% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
14,831
shares
|
$403,996
0.05% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
14,775
shares
|
$402,471
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
14,739
shares
|
$401,490
0.33% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
14,735
shares
|
$401,381
0.19% of portfolio
|
Q3 2025
Reduced 23.09%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
14,620
shares
|
$398,248
0.21% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
14,564
shares
|
$396,723
0.24% of portfolio
|
Q4 2025
Reduced 41.82%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
14,556
shares
|
$396,505
0.13% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
14,548
shares
|
$396,287
0.11% of portfolio
|
Q3 2025
Added 67.57%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
14,507
shares
|
$395,170
0.05% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
14,501
shares
|
$395,007
0.12% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
14,476
shares
|
$394,326
0.09% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
14,432
shares
|
$393,127
0.03% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
14,415
shares
|
$392,664
0.1% of portfolio
|
Q2 2025
Reduced 91.38%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
14,414
shares
|
$392,637
0.28% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
14,391
shares
|
$392,010
0.1% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
14,356
shares
|
$391,057
0.17% of portfolio
|
Q4 2025
Added 51.8%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 27, 2025 Q3 2025 |
14,350
shares
|
$390,894
0.33% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
14,333
shares
|
$390,430
0.02% of portfolio
|
Q3 2025
Added 51.02%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
14,268
shares
|
$388,660
0.29% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
14,256
shares
|
$388,333
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
14,211
shares
|
$387,107
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|