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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1836
Total
Institutional Inflows
(last 12 months)
$17.40B
Number of
Institutional Sellers
(last 12 months)
851
Total
Institutional Outflows
(last 12 months)
$2.62B
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SCHD Institutional Buying and Selling by Quarter

Schwab US Dividend Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/22/2025Cresta Advisors Ltd.148,703$4.06M1.8%-5.4%0.006%
10/22/2025Boyce & Associates Wealth Consulting Inc.40,482$1.11M0.9%+3.7%0.002%
10/22/2025Alpha Omega Wealth Management LLC193,259$5.28M0.9%-2.3%0.007%
10/22/2025Sims Investment Management LLC624,793$17.06M6.2%-0.2%0.024%
10/21/2025Fifth Third Wealth Advisors LLC218,227$5.96M0.2%-5.4%0.008%
10/21/2025Charles Schwab Trust Bank2,017,759$55.09M100.0%-43.6%0.078%
10/21/2025Fountainhead AM LLC11,422$312K0.0%-18.0%0.000%
10/21/2025Woodward Diversified Capital LLC9,972$272K0.1%-8.6%0.000%
10/21/2025Kellett Wealth Advisors LLC209,644$5.72M3.5%+8.4%0.008%
10/21/2025Wealth Management Partners LLC10,182$278K0.1%N/A0.000%
10/21/2025DMKC Advisory Services LLC219,680$6.00M3.0%+10.6%0.008%
10/21/2025Clay Northam Wealth Management LLC388,722$10.61M6.1%+1.1%0.015%
10/21/2025Eagle Strategies LLC187,625$5.12M0.7%-64.9%0.007%
10/21/2025Armor Investment Advisors LLC95,351$2.60M0.8%-57.1%0.004%
10/21/2025Saxony Capital Management LLC7,911$216K0.1%N/A0.000%
10/21/2025Christensen King & Associates Investment Services Inc.511,354$13.96M6.0%-1.9%0.020%
10/21/2025Global Retirement Partners LLC471,282$12.87M0.3%+2.5%0.018%
10/21/2025Capital Advisors Inc. OK44,388$1.21M0.0%+5.1%0.002%
10/21/2025Davis Capital Management284,286$7.76M5.4%N/A0.011%
10/21/2025Verity & Verity LLC20,802$568K0.0%-3.6%0.001%
10/21/2025Fulton Bank N.A.18,624$508K0.0%N/A0.001%
10/21/2025CPA Asset Management Group LLC34,735$948K0.4%N/A0.001%
10/21/2025Commonwealth Financial Services LLC20,607$563K0.1%-9.0%0.001%
10/21/2025Noble Family Wealth LLC1,369,190$37.38M8.2%+6.2%0.053%
10/21/2025apricus wealth LLC13,550$370K0.2%+40.3%0.001%
10/21/2025TruNorth Capital Management LLC45,386$1.24M0.2%+2.4%0.002%
10/21/2025Signaturefd LLC21,826$596K0.0%+9.2%0.001%
10/21/2025Pflug Koory LLC19,255$526K0.2%+10.2%0.001%
10/21/2025Altus Wealth Group LLC51,029$1.39M0.6%-5.2%0.002%
10/21/2025Bell Bank67,943$1.86M0.1%+69.6%0.003%
10/21/2025Unique Wealth LLC12,754$348K0.1%+60.2%0.000%
10/21/2025Prepared Retirement Institute LLC589,185$16.09M8.4%+6.7%0.023%
10/21/2025Grey Ledge Advisors LLC4,721$130K0.0%-80.7%0.000%
10/21/2025Brookwood Investment Group LLC24,464$668K0.1%+9.7%0.001%
10/21/2025Penney Financial LLC306,235$8.36M3.7%+3.3%0.012%
10/21/2025SJS Investment Consulting Inc.3,264$89K0.0%+17.6%0.000%
10/21/2025Summit Wealth Partners LLC43,587$1.19M0.2%+9.3%0.002%
10/21/2025SOA Wealth Advisors LLC.22,782$622K0.1%-12.4%0.001%
10/21/2025Mayfair Advisory Group LLC349,671$9.55M4.1%-15.6%0.013%
10/21/2025SteelPeak Wealth LLC29,107$795K0.0%N/A0.001%
10/21/2025Retirement Guys Formula LLC41,237$1.13M0.4%-12.1%0.002%
10/21/2025Silver Oak Securities Incorporated315,782$8.62M0.6%+2.4%0.012%
10/21/2025PUREfi Wealth LLC9,000$246K0.2%-6.3%0.000%
10/21/2025Global Financial Private Client LLC199,498$5.45M1.9%-31.3%0.008%
10/21/2025Sentinel Pension Advisors LLC17,921$489K0.1%-3.9%0.001%
10/21/2025CapWealth Advisors LLC246,254$6.72M0.6%-0.9%0.009%
10/21/2025Golden State Equity Partners56,373$1.54M0.3%+6.6%0.002%
10/21/2025Investment Planning Advisors Inc.10,356$283K0.1%N/A0.000%
10/21/2025True Wealth Design LLC1,500$41K0.0%+42.9%0.000%
10/21/2025Guyasuta Investment Advisors Inc.113,580$3.10M0.2%+3.9%0.004%
10/21/2025Financial Consulate Inc.788,071$21.51M3.0%-1.4%0.030%
10/21/2025Pine Haven Investment Counsel Inc15,044$411K0.3%-2.8%0.001%
10/21/2025Hofer & Associates. Inc181,882$4.97M2.8%-4.7%0.007%
10/21/2025GSG Advisors LLC482,300$13.28M3.5%-0.6%0.019%
10/21/2025Morton Brown Family Wealth LLC1,635$45K0.0%+41.2%0.000%
10/21/2025RVW Wealth LLC155,239$4.24M0.3%-4.8%0.006%
10/20/2025Pinnacle Wealth Management Advisory Group LLC614,814$16.78M1.3%-6.5%0.024%
10/20/2025Northwest Capital Management Inc113,542$3.10M3.3%-52.1%0.004%
10/20/2025HighMark Wealth Management LLC7,202$197K0.1%+23.2%0.000%
10/20/2025Miracle Mile Advisors LLC199,997$5.46M0.1%+15.0%0.008%
10/20/2025DHJJ Financial Advisors Ltd.384,102$10.49M3.6%+0.2%0.015%
10/20/2025Keystone Financial Group Inc.358,233$9.78M5.6%+0.7%0.014%
10/20/2025JB Capital LLC12,626$345K0.0%-21.3%0.000%
10/20/2025Chris Bulman Inc218,598$5.97M3.0%+29.0%0.008%
10/20/2025Merit Financial Group LLC830,507$22.67M0.2%-14.3%0.032%
10/20/2025MFA Wealth Advisors LLC34,226$934K0.2%-97.3%0.001%
10/20/2025OMNI 360 Wealth Inc.59,326$1.62M0.9%-6.6%0.002%
10/20/2025TBH Global Asset Management LLC10,853$296K0.1%N/A0.000%
10/20/2025Calamos Wealth Management LLC20,219$552K0.0%-2.8%0.001%
10/20/2025Access Financial Services Inc.14,735$402K0.1%-23.1%0.001%
10/20/2025Meridian Financial Advisors LLC362,794$9.90M5.6%-0.4%0.014%
10/20/2025Lighthouse Wealth Management Inc.457,715$12.50M10.1%-5.3%0.018%
10/20/2025Smith Salley Wealth Management18,473$504K0.0%+119.8%0.001%
10/20/2025Lewis Asset Management LLC8,080$221K0.1%N/A0.000%
10/20/2025Forefront Wealth Partners LLC64,325$1.76M0.4%-29.5%0.002%
10/20/2025Base Wealth Management LLC7,756$212K0.1%-97.0%0.000%
10/20/2025Joseph P. Lucia & Associates LLC165,622$4.52M1.7%-1.0%0.006%
10/20/2025Squire Investment Management Company LLC37,440$1.02M0.3%+9.0%0.001%
10/20/2025YANKCOM Partnership8,130$222K0.1%-37.1%0.000%
10/20/2025LVW Advisors LLC2,358,936$64.40M6.6%-29.0%0.091%
10/20/2025Bravias Capital Group LLC7,639$209K0.1%N/A0.000%
10/20/2025Warner Financial Inc.114,066$3.11M1.2%-1.4%0.004%
10/20/2025Continuum Advisory LLC266,574$7.28M0.8%-3.2%0.010%
10/20/2025waypoint wealth counsel74,331$2.03M0.8%-5.7%0.003%
10/20/2025Albion Financial Group UT1,037,255$28.32M1.7%+17.5%0.040%
10/20/2025Pure Financial Advisors LLC23,014$628K0.0%+2.6%0.001%
10/17/2025Fortitude Family Office LLC1,050$29K0.0%-71.0%0.000%
10/17/2025Austin Private Wealth LLC25,671$701K0.1%+6.8%0.001%
10/17/2025HM Payson & Co.7,864$215K0.0%-10.6%0.000%
10/17/2025Global Wealth Management LLC708,856$19.35M10.2%-0.3%0.027%
10/17/2025Old North State Wealth Management LLC13,630$372K0.2%+4.4%0.001%
10/17/2025Annex Advisory Services LLC9,852$269K0.0%+9.8%0.000%
10/17/2025Goldstone Financial Group LLC231,563$6.32M0.7%+8.9%0.009%
10/17/2025FLC Capital Advisors173,024$4.72M0.9%-0.8%0.007%
10/17/2025SRH Advisors LLC909,561$24.83M7.2%-1.8%0.035%
10/17/2025Financial Partners Group Inc259,501$7.08M0.9%-3.9%0.010%
10/17/2025Institute for Wealth Management LLC.27,594$753K0.1%-9.7%0.001%
10/17/2025Harbor Asset Planning Inc.49,983$1.37M1.2%+1.0%0.002%
10/17/2025Coastwise Capital Group LLC433,509$11.84M8.3%+5.2%0.017%
10/17/2025Sard Wealth Management Group LLC446,621$12.19M7.0%+3.8%0.017%
(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, 2,113 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($1.08B), Kingstone Capital Partners Texas LLC ($1.03B), Charles Schwab Investment Advisory Inc. ($783.83M), Wealthspire Advisors LLC ($768.04M), Bank of America Corp DE ($756.86M), Avantax Advisory Services Inc. ($753.58M), and Morgan Stanley ($576.18M).Learn more on Schwab US Dividend Equity ETF's institutional investors.

Which institutional investors have been buying Schwab US Dividend Equity ETF's stock?

Of the 2,021 institutional investors that purchased Schwab US Dividend Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($42.22M), Kingstone Capital Partners Texas LLC ($38.91M), LPL Financial LLC ($28.45M), Sumitomo Life Insurance Co. ($26.82M), Wealthspire Advisors LLC ($24.43M), Raymond James Financial Inc. ($21.70M), and Avantax Advisory Services Inc. ($20.52M).

How much institutional buying is happening at Schwab US Dividend Equity ETF?

Institutional investors have bought a total of 637,789,011 shares in the last 24 months. This purchase volume represents approximately $17.40B in transactions.

Which of Schwab US Dividend Equity ETF's major shareholders have been selling company stock?

Of the 849 institutional investors that sold Schwab US Dividend Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($11.12M), Sumitomo Life Insurance Co. ($8.25M), Diversified Enterprises LLC ($4.22M), Raymond James Financial Inc. ($4.18M), Bank of America Corp DE ($3.68M), Charles Schwab Trust Bank ($2.79M), and Ameriprise Financial Inc. ($2.75M).

How much institutional selling is happening at Schwab US Dividend Equity ETF?

Institutional investors have sold a total of 96,467,906 shares in the last 24 months. This volume of shares sold represents approximately $2.62B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 10/22/2025 by MarketBeat.com Staff
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