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 2,056 institutions that hold shares in the stock, with a total of 872 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
810,070
shares
|
$22.1 Million
5.99% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
803,884
shares
|
$21.9 Million
6.6% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
797,743
shares
|
$21.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 20.57%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
792,245
shares
|
$21.6 Million
2.11% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
790,813
shares
|
$21.5 Million
3.92% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
788,071
shares
|
$21.5 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
787,647
shares
|
$21.5 Million
1.78% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Wit, LLC
District Of Columbia, DC |
Nov 14, 2025 Q3 2025 |
786,995
shares
|
$21.4 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
778,249
shares
|
$21.2 Million
3.52% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
778,158
shares
|
$21.2 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
776,078
shares
|
$21.1 Million
10.07% of portfolio
|
Q3 2025
Reduced 52.18%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
769,580
shares
|
$21 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
765,930
shares
|
$20.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
761,106
shares
|
$20.7 Million
0.39% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
760,191
shares
|
$20.7 Million
0.23% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
758,396
shares
|
$20.7 Million
16.84% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
756,647
shares
|
$20.6 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
748,047
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
733,480
shares
|
$20 Million
4.61% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
733,145
shares
|
$20 Million
1.84% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
731,649
shares
|
$19.9 Million
0.25% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
724,049
shares
|
$19.7 Million
5.87% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
719,176
shares
|
$19.6 Million
1.26% of portfolio
|
Q3 2025
Reduced 24.35%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
713,275
shares
|
$19.4 Million
1.35% of portfolio
|
Q3 2025
Reduced 39.07%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
711,786
shares
|
$19.4 Million
13.25% of portfolio
|
Q3 2025
Reduced 1.65%
|
|