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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$27.38 +0.04 (+0.13%)
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1825
Total
Institutional Inflows
(last 12 months)
$17.40B
Number of
Institutional Sellers
(last 12 months)
832
Total
Institutional Outflows
(last 12 months)
$2.23B
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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
9/12/2025 Valeo Financial Advisors LLC97,716$2.59M0.1%+6.2%0.004%
9/11/2025 Milestones Private Investment Advisors LLC131,269$3.48M2.6%N/A0.005%
9/9/2025 Cambridge Financial Group LLC106,050$2.81M1.1%-4.5%0.004%
9/9/2025 NWF Advisory Services Inc.210,171$5.57M0.7%+55.4%0.008%
9/5/2025 Prospera Capital Management LLC16,500$437K0.1%-13.9%0.001%
9/4/2025 SevenBridge Financial Group LLC322,743$8.75M1.6%-6.8%0.012%
9/4/2025 ZynergyRetirementPlanningLLC15,277$405K0.3%-9.9%0.001%
9/4/2025 V. M. Manning & CO. Inc.25,668$716K0.8%N/A0.001%
9/4/2025 Osaic Holdings Inc.11,264,610$298.68M0.5%+12.1%0.432%
9/3/2025 American Trust17,584$466K0.0%N/A0.001%
8/29/2025 Evolution Wealth Management Inc.12,752$338K0.4%N/A0.000%
8/29/2025 Total Investment Management Inc.1,607$43K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.136,591$3.62M0.2%+12.3%0.005%
8/28/2025 Prospera Capital Management LLC16,500$437K0.1%-13.9%0.001%
8/27/2025 Cypress Capital Advisors LLC248,828$6.59M4.1%+22.4%0.010%
8/27/2025 Barnes Wealth Management Group Inc83,666$2.22M1.3%-0.6%0.003%
8/27/2025 Orion Porfolio Solutions LLC248,639$6.59M0.1%-7.4%0.010%
8/26/2025 Thrivent Financial for Lutherans422,330$11.19M0.0%-58.2%0.016%
8/25/2025 Silverlake Wealth Management LLC94,748$2.51M0.7%+11.2%0.004%
8/25/2025 BLVD Private Wealth LLC50,266$1.33M1.3%N/A0.002%
8/21/2025 Pathway Financial Advisers LLC157,008$4.16M1.3%+4.0%0.006%
8/20/2025 Thompson Davis & CO. Inc.15,821$419K0.2%-5.5%0.001%
8/20/2025 Tull Financial Group Inc.108,313$2.87M1.3%-59.0%0.004%
8/20/2025 Forefront Wealth Partners LLC91,221$2.49M1.7%+4.1%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.94,121$2.49M0.1%N/A0.004%
8/19/2025 Cape Investment Advisory Inc.172,277$4.57M1.7%+3.8%0.007%
8/19/2025 Advisory Services Network LLC630,378$16.71M0.3%+17.9%0.024%
8/19/2025 Anchor Investment Management LLC120,855$3.20M0.3%+5.5%0.005%
8/19/2025 Asset Dedication LLC63,394$1.68M0.1%+12.4%0.002%
8/18/2025 Brick & Kyle Associates21,097$578K0.3%+50.5%0.001%
8/18/2025 Tyler Stone Wealth Management111,076$2.94M0.5%+9.0%0.004%
8/18/2025 Tactive Advisors LLC14,077$373K0.1%N/A0.001%
8/18/2025 N.E.W. Advisory Services LLC3,180$84K0.0%-84.8%0.000%
8/18/2025 Geneos Wealth Management Inc.96,529$2.56M0.1%+42.9%0.004%
8/18/2025 Kestra Investment Management LLC15,933$422K0.0%-59.8%0.001%
8/18/2025 Second Line Capital LLC8,850$235K0.1%+7.3%0.000%
8/18/2025 Front Row Advisors LLC26,992$715K0.2%+8.2%0.001%
8/16/2025 Evergreen Capital Management LLC19,957$529K0.0%+4.9%0.001%
8/15/2025 Nikulski Financial Inc.134,972$3.58M1.0%+13.9%0.005%
8/15/2025 First Heartland Consultants Inc.140,578$3.73M0.3%-14.7%0.005%
8/15/2025 Brooks Moore & Associates Inc.22,815$605K0.3%-30.6%0.001%
8/15/2025 Orcam Financial Group28,451$754K0.7%-23.2%0.001%
8/15/2025 Asset Allocation Strategies LLC741,315$19.65M3.8%+0.6%0.028%
8/15/2025 Fairfield Bush & CO.11,886$315K0.2%N/A0.000%
8/15/2025 Corient Private Wealth LLC1,691,364$44.82M0.1%+90.8%0.065%
8/15/2025 Equitable Holdings Inc.1,901,560$50.39M0.4%+10.0%0.073%
8/15/2025 Florida Financial Advisors LLC124,760$3.31M1.1%-5.1%0.005%
8/15/2025 Hayek Kallen Investment Management32,946$873K0.3%+7.4%0.001%
8/15/2025 Chapman Financial Group LLC51,177$1.36M1.2%N/A0.002%
8/15/2025 Captrust Financial Advisors1,869,995$49.56M0.1%+50.2%0.072%
8/15/2025 Cooksen Wealth LLC3,850$102K0.1%+186.9%0.000%
8/15/2025 WFA of San Diego LLC23,828$631K0.5%N/A0.001%
8/15/2025 Lantern Wealth Advisors LLC20,343$539K0.3%N/A0.001%
8/15/2025 Vident Advisory LLC90,989$2.41M0.0%-2.3%0.003%
8/15/2025 Visionary Wealth Advisors240,955$6.39M0.3%-2.5%0.009%
8/15/2025 Two Sigma Securities LLC215,311$5.71M0.7%+174.6%0.008%
8/15/2025 Talisman Wealth Advisors LLC203,496$5.39M4.8%-0.5%0.008%
8/15/2025 Scott Marsh Financial LLC11,168$296K0.1%N/A0.000%
8/15/2025 Smartleaf Asset Management LLC193,724$5.11M0.5%+8.4%0.007%
8/15/2025 Snowden Capital Advisors LLC565,172$14.98M0.4%-1.1%0.022%
8/15/2025 Orion Porfolio Solutions LLC248,639$6.59M0.0%-7.4%0.010%
8/15/2025 Paces Ferry Wealth Advisors LLC506,146$13.41M6.2%+12.8%0.019%
8/15/2025 MML Investors Services LLC6,058,642$160.55M0.5%+3.2%0.232%
8/15/2025 Mendel Capital Management LLC491,318$13.02M7.4%-2.6%0.019%
8/15/2025 Modern Wealth Management LLC231,152$6.13M0.2%+19.6%0.009%
8/15/2025 HRT Financial LP74,664$1.98M0.0%N/A0.003%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.334,226$8.86M1.5%-2.7%0.013%
8/15/2025 IHT Wealth Management LLC515,968$13.67M0.4%-2.0%0.020%
8/15/2025 Great Valley Advisor Group Inc.889,213$23.56M0.5%-2.0%0.034%
8/15/2025 Garden State Investment Advisory Services LLC171,917$4.56M1.1%-31.0%0.007%
8/15/2025 EP Wealth Advisors LLC495,271$13.13M0.1%+161.9%0.019%
8/15/2025 Curi Capital LLC805,953$21.36M0.4%+9.6%0.031%
8/15/2025 Benjamin Edwards Inc.370,442$9.82M0.1%+4.5%0.014%
8/15/2025 Blue Capital Inc.92,094$2.44M1.7%N/A0.004%
8/15/2025 Bank of America Corp DE28,560,608$756.86M0.1%-11.4%1.095%
8/15/2025 Acas LLC81,959$2.25M1.5%-1.4%0.003%
8/15/2025 AQR Capital Management LLC192,302$5.10M0.0%-2.6%0.007%
8/15/2025 Ameriprise Financial Inc.14,787,940$391.81M0.1%-15.7%0.567%
8/14/2025 Connecticut Wealth Management LLC29,600$784K0.0%+1.5%0.001%
8/14/2025 Graney & King LLC65,943$1.75M1.2%+0.7%0.003%
8/14/2025 Ausdal Financial Partners Inc.1,112,718$29.49M2.0%+2.0%0.043%
8/14/2025 NCM Capital Management LLC260,392$6.91M2.8%+8.9%0.010%
8/14/2025 Raymond James Financial Inc.17,528,202$464.50M0.2%-17.3%0.672%
8/14/2025 Keystone Financial Services LLC152,176$4.03M3.1%-4.7%0.006%
8/14/2025 Betterment LLC117,328$3.11M0.0%-19.6%0.004%
8/14/2025 Quantinno Capital Management LP293,843$7.79M0.0%+24.9%0.011%
8/14/2025 Diversify Wealth Management LLC220,818$5.98M0.4%-4.4%0.008%
8/14/2025 Diversify Advisory Services LLC33,609$911K0.0%-57.6%0.001%
8/14/2025 Peapack Gladstone Financial Corp102,678$2.72M0.0%+19.1%0.004%
8/14/2025 Vivaldi Capital Management LP8,184$217K0.0%-90.9%0.000%
8/14/2025 HUB Investment Partners LLC63,626$1.69M0.1%+46.4%0.002%
8/14/2025 Ieq Capital LLC228,522$6.06M0.0%+1.9%0.009%
8/14/2025 Main Street Financial Solutions LLC1,825,823$48.38M3.5%+6.5%0.070%
8/14/2025 Sand Hill Global Advisors LLC33,073$876K0.0%+16.0%0.001%
8/14/2025 FAS Wealth Partners Inc.35,796$949K0.1%+1.7%0.001%
8/14/2025 Faithward Advisors LLC26,456$701K0.1%+6.0%0.001%
8/14/2025 Sei Investments Co.181,466$4.81M0.0%+2.6%0.007%
8/14/2025 Frisch Financial Group Inc.11,576$307K0.1%+11.2%0.000%
8/14/2025 Heritage Wealth Management Inc.15,274$405K0.1%+6.6%0.001%
8/14/2025 NewEdge Advisors LLC840,628$22.28M0.1%-10.6%0.032%
(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, 2,103 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 2,011 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 637,592,938 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 831 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), Raymond James Financial Inc. ($4.18M), Bank of America Corp DE ($3.68M), Ameriprise Financial Inc. ($2.75M), Marquette Asset Management LLC ($1.71M), and D.A. Davidson & CO. ($1.66M).

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

Institutional investors have sold a total of 82,177,834 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 9/16/2025 by MarketBeat.com Staff
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