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 1,998 institutions that hold shares in the stock, with a total of 896 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
640
shares
|
$17,203
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
638
shares
|
$17,149
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
620
shares
|
$16,665
0.0% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
614
shares
|
$16,504
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
567
shares
|
$15,240
0.02% of portfolio
|
Q4 2024
Reduced 64.2%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
548
shares
|
$14,730
0.01% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
513
shares
|
$13,789
0.02% of portfolio
|
Q1 2025
Added 42.5%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
474
shares
|
$12,741
0.0% of portfolio
|
Q4 2024
Reduced 50.52%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
450
shares
|
$12,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
450
shares
|
$12,096
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
450
shares
|
$12,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
447
shares
|
$12,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
444
shares
|
$11,934
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
442
shares
|
$11,880
0.05% of portfolio
|
Q3 2022
Added 320.95%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
426
shares
|
$11,450
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
422
shares
|
$11,343
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
418
shares
|
$11,235
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
400
shares
|
$10,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
395
shares
|
$10,617
0.02% of portfolio
|
Q2 2023
Added 1.02%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
344
shares
|
$9,246
0.01% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
326
shares
|
$8,762
0.0% of portfolio
|
Q1 2025
Added 44.89%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
306
shares
|
$8,225
0.02% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
300
shares
|
$8,064
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
300
shares
|
$8,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
295
shares
|
$7,929
0.01% of portfolio
|
Q4 2021
New holding
|