Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

$82.49

+1.31 (+1.61%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 1101
Total Institutional Inflows (last 12 months): $4.36B

Number of Institutional Sellers (last 12 months): 744
Total Institutional Outflows (last 12 months): $2.30B

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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
7/26/2024	Members Advisory Group LLC	272,246	$21.17M	11.6%	-9.3%	0.039%
7/26/2024	BLB&B Advisors LLC	35,306	$2.75M	0.2%	+2.5%	0.005%
7/26/2024	Walkner Condon Financial Advisors LLC	13,318	$1.04M	0.2%	+2.9%	0.002%
7/26/2024	West Bancorporation Inc.	20,928	$1.63M	1.2%	-8.5%	0.003%
7/26/2024	Richardson Capital Management LLC	449,348	$34.94M	26.9%	+3.7%	0.064%
7/26/2024	WealthShield Partners LLC	16,593	$1.30M	0.2%	-1.8%	0.002%
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7/26/2024	Worth Financial Advisory Group LLC	41,885	$3.26M	2.1%	+3.7%	0.006%
7/26/2024	Harbour Investments Inc.	803,956	$62.52M	2.1%	+4.4%	0.115%
7/26/2024	Bensler LLC	96,204	$7.48M	1.0%	-9.5%	0.014%
7/26/2024	Patriot Financial Group Insurance Agency LLC	17,486	$1.36M	0.2%	+3.6%	0.002%
7/26/2024	Atomi Financial Group Inc.	35,828	$2.79M	0.2%	-1.1%	0.005%
7/26/2024	Schaeffer Financial LLC	213,904	$16.63M	18.1%	-1.5%	0.030%
7/26/2024	Cambridge Investment Research Advisors Inc.	2,132,380	$165.81M	0.6%	-6.0%	0.304%
7/26/2024	Crew Capital Management Ltd.	22,028	$1.71M	1.4%	-22.4%	0.003%
7/26/2024	Aspen Investment Management Inc	5,341	$416K	0.2%	+4.1%	0.001%
7/26/2024	AlphaStar Capital Management LLC	3,921	$305K	0.0%	-39.3%	0.001%
7/26/2024	Latitude Advisors LLC	18,366	$1.43M	0.9%	-10.3%	0.003%
7/26/2024	Signature Estate & Investment Advisors LLC	161,849	$12.59M	0.3%	N/A	0.023%
7/26/2024	First Command Advisory Services Inc.	226,307	$17.59M	0.2%	+19.9%	0.032%
7/26/2024	St. Johns Investment Management Company LLC	74,776	$5.82M	2.8%	-3.4%	0.011%
7/26/2024	Alpha Omega Wealth Management LLC	69,400	$5.40M	1.0%	-1.3%	0.010%
7/26/2024	Bailard Inc.	11,084	$862K	0.0%	-4.1%	0.002%
7/26/2024	Paulson Wealth Management Inc.	22,765	$1.77M	0.5%	-18.6%	0.003%
7/26/2024	Bank of New York Mellon Corp	235,964	$18.35M	0.0%	+41.7%	0.034%
7/26/2024	TFG Advisers LLC	3,733	$290K	0.1%	+26.3%	0.001%
7/26/2024	Townsend Asset Management Corp NC ADV	26,351	$2.05M	0.8%	-8.7%	0.004%
7/26/2024	Obsidian Personal Planning Solutions LLC	71,921	$5.59M	3.4%	+6.5%	0.010%
7/25/2024	First Heartland Consultants Inc.	39,695	$3.09M	0.2%	-51.1%	0.006%
7/25/2024	Capital Advisors Ltd. LLC	3,578	$278K	0.0%	-19.3%	0.001%
7/25/2024	Courage Miller Partners LLC	140,087	$10.89M	3.9%	-0.3%	0.020%
7/25/2024	Calamos Wealth Management LLC	2,727	$212K	0.0%	-25.0%	0.000%
7/25/2024	Access Financial Services Inc.	56,227	$4.37M	2.0%	-7.1%	0.008%
7/25/2024	Bryant Woods Investment Advisors LLC	7,220	$511K	0.4%	N/A	0.001%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	316,767	$24.63M	2.5%	+2.7%	0.045%
7/25/2024	Institute for Wealth Management LLC.	10,758	$837K	0.1%	-27.8%	0.002%
7/25/2024	Lakeshore Financial Planning Inc.	174,635	$13.58M	6.6%	-9.1%	0.025%
7/25/2024	Kanawha Capital Management LLC	16,486	$1.28M	0.1%	+133.0%	0.002%
7/25/2024	Planning Alternatives Ltd. ADV	23,301	$1.81M	0.3%	-0.8%	0.003%
7/25/2024	First Merchants Corp	131,049	$10.19M	0.4%	-5.4%	0.019%
7/25/2024	Financial Guidance Group Inc.	217,471	$16.91M	10.4%	-8.2%	0.031%
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7/25/2024	Beacon Capital Management LLC	10,876	$846K	0.2%	-7.7%	0.002%
7/25/2024	Atlantic Union Bankshares Corp	64,248	$5.00M	0.3%	+2.7%	0.009%
7/24/2024	McAdam LLC	56,401	$4.39M	0.3%	+2.2%	0.008%
7/24/2024	LRI Investments LLC	715	$56K	0.0%	-47.6%	0.000%
7/24/2024	Advisory Resource Group	16,314	$1.27M	0.3%	+2.7%	0.002%
7/24/2024	Planned Solutions Inc.	4,966	$386K	0.2%	+5.2%	0.001%
7/24/2024	TrueWealth Advisors LLC	93,036	$7.23M	2.7%	-7.3%	0.013%
7/24/2024	West Oak Capital LLC	23,015	$1.79M	0.7%	+1.3%	0.003%
7/24/2024	Joseph P. Lucia & Associates LLC	52,110	$4.05M	2.1%	-2.2%	0.007%
7/24/2024	Rezny Wealth Management Inc.	125,052	$9.72M	2.6%	-53.2%	0.018%
7/24/2024	Herold Advisors Inc.	5,738	$446K	0.1%	+29.9%	0.001%
7/24/2024	Everhart Financial Group Inc.	46,285	$3.60M	0.9%	-4.0%	0.007%
7/24/2024	American Financial Advisors LLC	362,959	$28.22M	4.0%	+5.2%	0.052%
7/24/2024	Spinnaker Investment Group LLC	521,543	$40.56M	11.2%	+0.6%	0.074%
7/24/2024	Diversified LLC	1,183,519	$92.03M	10.8%	+4.9%	0.169%
7/24/2024	Powers Advisory Group LLC	193,953	$15.08M	8.2%	+7.1%	0.028%
7/24/2024	L. Roy Papp & Associates LLP	3,480	$271K	0.0%	-6.6%	0.000%
7/24/2024	JB Capital LLC	3,853	$300K	0.0%	+6.9%	0.001%
7/24/2024	Eagle Ridge Investment Management	37,658	$2.93M	0.3%	-2.3%	0.005%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	16,182	$1.26M	0.2%	+4.7%	0.002%
7/24/2024	&PARTNERS	44,504	$3.46M	0.2%	+316.5%	0.006%
7/23/2024	Private Advisory Group LLC	24,212	$1.88M	0.2%	-30.0%	0.003%
7/23/2024	Precedent Wealth Partners LLC	6,601	$513K	0.2%	+150.4%	0.001%
7/23/2024	GYL Financial Synergies LLC	50,103	$3.90M	0.3%	-5.9%	0.007%
7/23/2024	WESPAC Advisors SoCal LLC	3,170	$246K	0.1%	+9.5%	0.000%
7/23/2024	Kiley Juergens Wealth Management LLC	154,052	$11.98M	3.3%	+9.3%	0.022%
7/23/2024	1620 Investment Advisors Inc.	2,248	$175K	0.1%	N/A	0.000%
7/23/2024	Traphagen Investment Advisors LLC	15,031	$1.17M	0.1%	-35.8%	0.002%
7/23/2024	Keeler Thomas Management LLC	8,096	$630K	0.2%	-9.1%	0.001%
7/23/2024	Madison Park Capital Advisors LLC	24,550	$1.91M	1.6%	+6.7%	0.003%
7/23/2024	Concourse Financial Group Securities Inc.	115,510	$9.08M	0.6%	+6.8%	0.016%
7/23/2024	RMR Wealth Builders	3,942	$306K	0.0%	-18.1%	0.001%
7/23/2024	Fortis Capital Management LLC	21,970	$1.71M	0.4%	+66.0%	0.003%
7/23/2024	Benchmark Financial Wealth Advisors LLC	94,938	$7.38M	2.7%	+19.4%	0.014%
7/23/2024	Towneley Capital Management Inc DE	230,038	$17.89M	4.2%	+11.8%	0.033%
7/23/2024	Valicenti Advisory Services Inc.	7,860	$611K	0.2%	-26.2%	0.001%
7/23/2024	United Bank	61,839	$4.81M	2.4%	+3.1%	0.009%
7/23/2024	Vicus Capital	12,194	$948K	0.1%	+11.7%	0.002%
7/23/2024	Fifth Third Wealth Advisors LLC	59,383	$4.62M	0.4%	+44.4%	0.008%
7/23/2024	MFA Wealth Advisors LLC	172,703	$13.43M	2.9%	-1.2%	0.025%
7/23/2024	Prossimo Advisors LLC	8,939	$695K	0.6%	N/A	0.001%
7/23/2024	Orgel Wealth Management LLC	4,186,483	$325.54M	8.8%	+0.8%	0.597%
7/23/2024	XML Financial LLC	117,319	$9.12M	0.9%	+2.7%	0.017%
7/22/2024	Iron Horse Wealth Management LLC	330	$26K	0.0%	N/A	0.000%
7/22/2024	Pacific Wealth Strategies Group Inc.	18,134	$1.41M	1.2%	+1.0%	0.003%
7/22/2024	Atria Wealth Solutions Inc.	449,838	$35.29M	0.4%	+3.1%	0.064%
7/22/2024	Fifth Third Bancorp	1,100,489	$85.57M	0.3%	-6.4%	0.157%
7/22/2024	Onyx Bridge Wealth Group LLC	129,739	$10.09M	1.7%	+15.5%	0.018%
7/22/2024	Krilogy Financial LLC	25,278	$1.97M	0.1%	-19.2%	0.004%
7/22/2024	Summit Global Investments	100,024	$7.78M	0.5%	-3.0%	0.014%
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7/22/2024	GFG Capital LLC	4,112	$320K	0.1%	+10.1%	0.001%
7/22/2024	Nadler Financial Group Inc.	361,428	$28.11M	3.3%	+1.3%	0.052%
7/22/2024	Focus Financial Network Inc.	999,883	$82.31M	3.4%	-2.0%	0.143%
7/22/2024	Liberty One Investment Management LLC	28,285	$2.20M	0.2%	-6.4%	0.004%
7/22/2024	Sanibel Captiva Trust Company Inc.	5,683	$442K	0.0%	-4.2%	0.001%
7/22/2024	LongView Wealth Management	205,328	$15.97M	5.9%	+11.9%	0.029%
7/22/2024	Mayfair Advisory Group LLC	138,656	$11.04M	7.5%	+4.0%	0.020%
7/22/2024	Carnegie Investment Counsel	77,111	$6.00M	0.2%	-0.2%	0.011%
7/22/2024	Wealthspan Partners LLC	4,972	$387K	0.2%	+62.7%	0.001%
7/22/2024	Pallas Capital Advisors LLC	63,547	$5.19M	0.2%	+11.7%	0.009%

(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, 1,655 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), Sumitomo Life Insurance Co. ($677.63M), Avantax Advisory Services Inc. ($626.91M), Morgan Stanley ($576.18M), Northwestern Mutual Wealth Management Co. ($574.50M), and Bank of America Corp DE ($567.57M).Learn more on SCHD's institutional investors.
Which institutional investors have been buying Schwab US Dividend Equity ETF stock?: Of the 1,537 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. ($8.94M), LPL Financial LLC ($5.08M), Merit Financial Group LLC ($3.43M), Raymond James Financial Services Advisors Inc. ($3.13M), Meitav Dash Investments Ltd. ($2.45M), Commonwealth Equity Services LLC ($2.42M), 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 143,219,258 shares in the last 24 months. This purchase volume represents approximately $10.56B in transactions.

Which Schwab US Dividend Equity ETF major shareholders have been selling company stock?: Of the 964 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 ($3.04M), 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 50,792,603 shares in the last 24 months. This volume of shares sold represents approximately $3.76B in transactions.