Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

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Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 1120
Total Institutional Inflows (last 12 months): $4.28B

Number of Institutional Sellers (last 12 months): 743
Total Institutional Outflows (last 12 months): $2.47B

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SCHD Institutional Buying and Selling by Quarter

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Schwab US Dividend Equity ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/17/2024	TruNorth Capital Management LLC	14,752	$1.19M	0.4%	N/A	0.002%
6/11/2024	American Trust	241,348	$19.46M	1.8%	-51.3%	0.034%
6/11/2024	OMC Financial Services LTD	5,258	$424K	0.2%	N/A	0.001%
6/11/2024	EverSource Wealth Advisors LLC	55,336	$4.26M	0.3%	+17.2%	0.008%
5/30/2024	Cambridge Trust Co.	166,142	$13.40M	0.5%	-2.6%	0.024%
5/30/2024	Peninsula Wealth LLC	69,489	$5.60M	0.7%	N/A	0.010%
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5/29/2024	Pathway Financial Advisers LLC	47,222	$3.81M	1.4%	N/A	0.007%
5/29/2024	Soltis Investment Advisors LLC	117,716	$9.49M	1.1%	-75.3%	0.017%
5/24/2024	Cetera Advisor Networks LLC	877,328	$70.74M	0.4%	+34.2%	0.125%
5/24/2024	Cetera Advisors LLC	806,990	$65.07M	0.5%	+50.5%	0.115%
5/24/2024	Cetera Investment Advisers	2,104,047	$169.65M	0.4%	+53.1%	0.300%
5/24/2024	Invst LLC	11,071	$887K	0.1%	+7.5%	0.002%
5/23/2024	FSA Advisors Inc.	8,327	$671K	0.7%	-1.9%	0.001%
5/21/2024	Atria Investments Inc	145,099	$11.70M	0.2%	-5.9%	0.021%
5/21/2024	Sanibel Captiva Trust Company Inc.	5,933	$478K	0.0%	N/A	0.001%
5/21/2024	LRI Investments LLC	1,365	$110K	0.0%	N/A	0.000%
5/20/2024	Adams Wealth Management	13,874	$1.12M	0.3%	-6.1%	0.002%
5/20/2024	Strategic Wealth Partners Ltd.	85,297	$6.88M	0.8%	+114.3%	0.012%
5/20/2024	Bluefin Capital Management LLC	9,600	$774K	0.1%	N/A	0.001%
5/17/2024	Advisory Resource Group	15,879	$1.28M	0.3%	+4.1%	0.002%
5/17/2024	National Wealth Management Group LLC	3,610	$291K	0.2%	+5.9%	0.001%
5/17/2024	Investmark Advisory Group LLC	7,821	$631K	0.3%	-28.0%	0.001%
5/17/2024	New Covenant Trust Company N.A.	21,942	$1.77M	1.8%	N/A	0.003%
5/17/2024	XML Financial LLC	114,259	$9.21M	0.9%	-2.3%	0.016%
5/17/2024	WealthPlan Investment Management LLC	14,301	$1.15M	0.2%	-5.2%	0.002%
5/17/2024	Jaffetilchin Investment Partners LLC	147,030	$11.86M	1.1%	+9.9%	0.021%
5/17/2024	Beacon Capital Management LLC	11,783	$950K	0.2%	-6.7%	0.002%
5/17/2024	Comerica Bank	68,647	$5.54M	0.0%	-34.0%	0.010%
5/17/2024	Tidal Investments LLC	3,843	$310K	0.0%	N/A	0.001%
5/17/2024	Creekmur Asset Management LLC	194,608	$15.69M	5.4%	-3.9%	0.028%
5/16/2024	Global Financial Private Client LLC	98,193	$7.87M	3.4%	-3.2%	0.014%
5/16/2024	B. Riley Wealth Advisors Inc.	59,860	$4.83M	0.1%	+26.4%	0.009%
5/16/2024	Waverly Advisors LLC	390,653	$31.50M	0.7%	+291.2%	0.056%
5/16/2024	Captrust Financial Advisors	329,409	$26.56M	0.1%	+0.6%	0.047%
5/15/2024	SVB Wealth LLC	125,590	$10.13M	0.2%	+16.0%	0.018%
5/15/2024	Transcendent Capital Group LLC	1,892	$153K	0.1%	+12.2%	0.000%
5/15/2024	Flow Traders U.S. LLC	39,746	$3.21M	0.2%	N/A	0.006%
5/15/2024	Talisman Wealth Advisors LLC	44,453	$3.58M	4.5%	+27.5%	0.006%
5/15/2024	Fairview Capital Investment Management LLC	9,320	$751K	0.0%	+24.4%	0.001%
5/15/2024	Price T Rowe Associates Inc. MD	2,750	$222K	0.0%	N/A	0.000%
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5/15/2024	BOKF NA	417,347	$33.45M	0.6%	-43.6%	0.059%
5/15/2024	Kestra Advisory Services LLC	1,347,379	$108.64M	0.7%	+7.7%	0.192%
5/15/2024	Alpine Global Management LLC	25,655	$2.07M	0.5%	N/A	0.004%
5/15/2024	LRI Investments LLC	1,365	$109K	0.0%	N/A	0.000%
5/14/2024	JT Stratford LLC	84,542	$6.82M	1.4%	+6.1%	0.012%
5/14/2024	Sheaff Brock Investment Advisors LLC	12,412	$1.00M	0.1%	+7.3%	0.002%
5/14/2024	Axxcess Wealth Management LLC	215,931	$17.41M	0.5%	-43.9%	0.031%
5/14/2024	EP Wealth Advisors LLC	54,387	$4.39M	0.1%	-75.1%	0.008%
5/14/2024	Wellington Wealth Strategies LLC.	26,140	$2.11M	1.0%	N/A	0.004%
5/14/2024	Freestone Capital Holdings LLC	12,924	$1.04M	0.0%	-43.6%	0.002%
5/14/2024	CreativeOne Wealth LLC	37,231	$3.00M	0.1%	+16.7%	0.005%
5/14/2024	Andrews Lucia Wealth Management LLC	5,782	$466K	0.3%	-14.2%	0.001%
5/14/2024	Sentinel Pension Advisors Inc.	51,085	$4.12M	0.9%	+38.5%	0.007%
5/14/2024	Sax Wealth Advisors LLC	7,434	$599K	0.1%	+5.7%	0.001%
5/14/2024	Crewe Advisors LLC	28,968	$2.34M	0.3%	-14.2%	0.004%
5/14/2024	Leelyn Smith LLC	388,289	$31.31M	6.3%	+3.5%	0.055%
5/14/2024	Burns Matteson Capital Management LLC	82,729	$6.67M	3.8%	-1.1%	0.012%
5/14/2024	InterOcean Capital Group LLC	2,770	$223K	0.0%	-31.5%	0.000%
5/14/2024	Pitcairn Co.	55,442	$4.47M	0.3%	N/A	0.008%
5/14/2024	Owen LaRue LLC	5,549	$447K	0.3%	-17.3%	0.001%
5/14/2024	Vaughan David Investments LLC IL	376,344	$30.35M	0.8%	+1.9%	0.054%
5/13/2024	Bessemer Group Inc.	36,111	$2.91M	0.0%	+26.5%	0.005%
5/13/2024	Delta Asset Management LLC TN	3,501	$282K	0.0%	-7.0%	0.000%
5/13/2024	Safeguard Investment Advisory Group LLC	3,026	$244K	0.1%	N/A	0.000%
5/13/2024	Goepper Burkhardt LLC	123,235	$9.77M	4.5%	+2.2%	0.018%
5/13/2024	Cedar Wealth Management LLC	451,956	$36.44M	12.0%	+7.4%	0.064%
5/13/2024	O Shaughnessy Asset Management LLC	11,859	$956K	0.0%	+576.5%	0.002%
5/13/2024	Rockport Wealth LLC	18,836	$1.51M	0.5%	N/A	0.003%
5/11/2024	Spreng Capital Management Inc.	118,573	$9.56M	5.1%	+0.3%	0.017%
5/11/2024	MAS Advisors LLC	12,787	$1.03M	1.2%	+2.2%	0.002%
5/11/2024	Lcnb Corp	6,398	$516K	0.2%	+2.4%	0.001%
5/11/2024	Trustmark National Bank Trust Department	16,845	$1.36M	0.1%	-65.5%	0.002%
5/11/2024	Peak Asset Management LLC	2,500	$202K	0.0%	N/A	0.000%
5/11/2024	Beaumont Financial Advisors LLC	12,816	$1.03M	0.1%	-2.1%	0.002%
5/11/2024	Cynosure Group LLC	45,413	$3.66M	0.7%	-5.6%	0.006%
5/11/2024	ESL Trust Services LLC	560,526	$45.20M	11.8%	+16.9%	0.080%
5/11/2024	Orion Capital Management LLC	44,719	$3.61M	1.9%	-10.3%	0.006%
5/11/2024	Continental Investors Services Inc.	2,781	$223K	0.5%	N/A	0.000%
5/11/2024	Ironwood Investment Counsel LLC	9,429	$760K	0.1%	+78.4%	0.001%
5/11/2024	Jacobi Capital Management LLC	7,329	$591K	0.1%	-18.7%	0.001%
5/11/2024	Edgestream Partners L.P.	3,669	$296K	0.0%	-61.3%	0.001%
5/11/2024	Patten & Patten Inc. TN	9,171	$739K	0.1%	-15.8%	0.001%
5/10/2024	Osaic Holdings Inc.	4,195,780	$338.33M	0.8%	-3.7%	0.600%
5/10/2024	Blue Barn Wealth LLC	132,911	$10.72M	6.0%	+1.6%	0.019%
5/10/2024	Fiducient Advisors LLC	5,870	$473K	0.1%	N/A	0.001%
5/10/2024	Viawealth LLC	26,339	$2.12M	1.3%	+5.5%	0.004%
5/10/2024	Clearstead Trust LLC	19,472	$1.57M	0.4%	+2.6%	0.003%
5/10/2024	Towercrest Capital Management	69,489	$5.60M	0.9%	+21.5%	0.010%
5/10/2024	Pinkerton Retirement Specialists LLC	235,233	$18.97M	3.0%	+2,134.6%	0.034%
5/10/2024	Motco	19,195	$1.55M	0.1%	N/A	0.003%
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5/10/2024	Wintrust Investments LLC	39,263	$3.17M	0.3%	+6.8%	0.006%
5/10/2024	GM Advisory Group LLC	36,587	$2.95M	0.2%	+199.1%	0.005%
5/10/2024	Nwam LLC	62,761	$4.93M	0.4%	+30.8%	0.009%
5/9/2024	Kure Advisory LLC	70,701	$5.70M	4.9%	+7.0%	0.010%
5/9/2024	Dorsey & Whitney Trust CO LLC	7,180	$579K	0.0%	-18.2%	0.001%
5/9/2024	Charles Schwab Trust Bank	1,820,439	$146.78M	100.0%	N/A	0.260%
5/9/2024	Brighton Jones LLC	29,681	$2.39M	0.1%	+0.9%	0.004%
5/9/2024	ProVise Management Group LLC	98,004	$7.90M	0.7%	-27.4%	0.014%
5/9/2024	Leo Wealth LLC	158,833	$12.73M	1.3%	+7.5%	0.023%
5/9/2024	Private Portfolio Partners LLC	49,891	$4.02M	0.8%	-1.1%	0.007%

(Data available from 1/1/2016 forward)

SCHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHD shares?: During the previous two years, 1,645 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($797.65M), Charles Schwab Investment Advisory Inc. ($783.83M), Avantax Advisory Services Inc. ($626.91M), Morgan Stanley ($576.18M), Northwestern Mutual Wealth Management Co. ($574.50M), Bank of America Corp DE ($567.57M), and Wealthfront Advisers LLC ($550.60M).Learn more on SCHD's institutional investors.
Which institutional investors have been buying Schwab US Dividend Equity ETF stock?: Of the 1,530 institutional investors that purchased Schwab US Dividend Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Life Insurance Co. ($6.32M), LPL Financial LLC ($5.08M), Merit Financial Group LLC ($3.43M), Raymond James Financial Services Advisors Inc. ($2.99M), Commonwealth Equity Services LLC ($2.66M), Meitav Dash Investments Ltd. ($2.45M), and RMB Capital Management LLC ($2.09M).
How much institutional buying is happening at Schwab US Dividend Equity ETF?: Institutional investors have bought a total of 142,981,161 shares in the last 24 months. This purchase volume represents approximately $10.51B in transactions.

Which Schwab US Dividend Equity ETF major shareholders have been selling company stock?: Of the 945 institutional investors that sold Schwab US Dividend Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($3.55M), Meitav Investment House Ltd. ($2.41M), Ameriprise Financial Inc. ($1.36M), Cresset Asset Management LLC ($1.22M), SVB Wealth LLC ($1.21M), Wealthspire Advisors LLC ($1.00M), and Granite Bay Wealth Management LLC ($1.00M).
How much institutional selling is happening at Schwab US Dividend Equity ETF?: Institutional investors have sold a total of 50,683,440 shares in the last 24 months. This volume of shares sold represents approximately $3.74B in transactions.