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 |
|---|---|---|---|---|---|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
8,093
shares
|
$220,453
0.05% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
8,080
shares
|
$220,099
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,073
shares
|
$219,908
0.01% of portfolio
|
Q3 2025
Added 239.2%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
8,064
shares
|
$219,663
0.03% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
8,035
shares
|
$218,873
0.06% of portfolio
|
Q3 2025
Reduced 40.41%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
8,018
shares
|
$218,410
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
7,990
shares
|
$217,647
0.05% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,988
shares
|
$217,593
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,977
shares
|
$217,293
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
7,937
shares
|
$216,203
0.14% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
7,934
shares
|
$216,122
0.1% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
7,932
shares
|
$216,067
0.1% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
7,915
shares
|
$215,604
0.03% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
7,911
shares
|
$215,495
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
7,902
shares
|
$215,250
0.17% of portfolio
|
Q3 2025
Added 186.41%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
7,896
shares
|
$215,087
0.0% of portfolio
|
Q3 2025
Reduced 58.51%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,890
shares
|
$214,923
0.07% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,864
shares
|
$214,215
0.0% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
7,848
shares
|
$213,779
0.03% of portfolio
|
Q4 2025
Reduced 6.68%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
7,847
shares
|
$213,752
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
7,845
shares
|
$213,697
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
7,844
shares
|
$213,670
0.29% of portfolio
|
Q1 2023
Reduced 47.19%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
7,834
shares
|
$213,398
0.02% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
7,818
shares
|
$212,962
0.07% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
7,791
shares
|
$212,226
0.03% of portfolio
|
Q4 2025
Added 0.84%
|
|