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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
3,420
shares
|
$93,160
0.01% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
3,303
shares
|
$89,973
0.04% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,271
shares
|
$89,102
0.01% of portfolio
|
Q4 2022
Reduced 12.02%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
3,264
shares
|
$88,911
0.01% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
3,240
shares
|
$88,257
0.04% of portfolio
|
Q2 2025
Added 80900.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,113
shares
|
$84,798
0.15% of portfolio
|
Q1 2022
Added 0.42%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
3,100
shares
|
$84,444
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,072
shares
|
$83,681
0.01% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Seven One Seven Capital Management
Lancaster, PA |
Feb 12, 2024 Q4 2023 |
3,011
shares
|
$82,019
10.6% of portfolio
|
Q4 2023
Reduced 93.51%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
3,005
shares
|
$81,856
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
3,002
shares
|
$81,774
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
3,000
shares
|
$81,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$81,720
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
2,975
shares
|
$81,039
0.02% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,900
shares
|
$78,996
0.08% of portfolio
|
Q2 2022
Added 5.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,770
shares
|
$75,454
0.01% of portfolio
|
Q1 2024
Reduced 31.45%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
2,709
shares
|
$73,793
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,688
shares
|
$73,221
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,604
shares
|
$70,932
0.0% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,598
shares
|
$70,769
0.01% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,570
shares
|
$70,006
0.02% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,515
shares
|
$68,508
0.01% of portfolio
|
Q3 2025
Reduced 32.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,447
shares
|
$66,656
0.02% of portfolio
|
Q3 2025
Added 31.28%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,400
shares
|
$65,375
0.01% of portfolio
|
Q4 2024
Added 247.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
2,340
shares
|
$63,741
0.02% of portfolio
|
Q4 2024
New holding
|
|