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DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
Laser breakthrough could send stock soaring 2,467% (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
'Succession' fans brace for series finale of Emmy-winning hit drama
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Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Biden, GOP reach debt-ceiling deal, now Congress must approve it to prevent calamitous default
3 Free Stock Picks per Day (Ad)
Voters in Turkey choose between Erdogan and Kilicdaroglu in presidential runoff
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
Laser breakthrough could send stock soaring 2,467% (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
'Succession' fans brace for series finale of Emmy-winning hit drama
3 Free Stock Picks per Day (Ad)
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Biden, GOP reach debt-ceiling deal, now Congress must approve it to prevent calamitous default
3 Free Stock Picks per Day (Ad)
Voters in Turkey choose between Erdogan and Kilicdaroglu in presidential runoff
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
Laser breakthrough could send stock soaring 2,467% (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
'Succession' fans brace for series finale of Emmy-winning hit drama
3 Free Stock Picks per Day (Ad)
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Biden, GOP reach debt-ceiling deal, now Congress must approve it to prevent calamitous default
3 Free Stock Picks per Day (Ad)
Voters in Turkey choose between Erdogan and Kilicdaroglu in presidential runoff
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
Laser breakthrough could send stock soaring 2,467% (Ad)
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
'Succession' fans brace for series finale of Emmy-winning hit drama
3 Free Stock Picks per Day (Ad)
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Biden, GOP reach debt-ceiling deal, now Congress must approve it to prevent calamitous default
3 Free Stock Picks per Day (Ad)
Voters in Turkey choose between Erdogan and Kilicdaroglu in presidential runoff
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
NYSEARCA:SCHD

Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

$70.43
+0.79 (+1.13%)
(As of 05/26/2023 ET)
Compare
Today's Range
$69.77
▼
$70.54
50-Day Range
$69.18
▼
$73.94
52-Week Range
$65.96
▼
$79.49
Volume
4.60 million shs
Average Volume
3.38 million shs
Market Capitalization
$45.16 billion
Assets Under Management
$45.49 billion
Dividend Yield
3.63%
Net Expense Ratio
0.06%
ProfileChartHeadlinesHoldingsOptions Chain

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

Number of
Institutional Buyers
(last 12 months)
1145
Total
Institutional Inflows
(last 12 months)
$10.75 B
Number of
Institutional Sellers
(last 12 months)
558
Total
Institutional Outflows
(last 12 months)
$1.49 B
Skip Chart & View Institutional Buying and Selling Data

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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/26/2023Sheets Smith Wealth Management115,311$8.44M1.3%-2.7%0.018%
5/25/2023Empower Advisory Group LLC15,453$1.14M0.0%N/A0.002%
5/23/2023Front Row Advisors LLC10,455$0.77M0.4%+7.0%0.002%
5/22/2023Whelan Financial486,301$35.58M19.7%+1.9%0.076%
5/22/2023Arete Wealth Advisors LLC8,769$0.64M0.0%N/A0.001%
5/22/2023Ameriprise Financial Inc.9,805,935$715.92M0.2%+14.3%1.529%
5/22/2023American Trust378,925$12.90M0.9%+39.6%0.059%
5/18/2023GSB Wealth Management LLC7,735$0.58M0.2%N/A0.001%
5/18/2023Titleist Asset Management LLC119,608$8.75M1.8%N/A0.019%
5/18/2023JPMorgan Chase & Co.3,428,662$250.84M0.0%-35.0%0.535%
5/18/2023Centaurus Financial Inc.61,023$4.46M0.4%+13.0%0.010%
5/17/2023B. Riley Wealth Advisors Inc.52,065$3.81M0.1%+5.3%0.008%
5/17/2023Advisory Services Network LLC141,687$10.37M0.3%+36.8%0.022%
5/17/2023Rockefeller Capital Management L.P.134,559$9.84M0.0%+4.6%0.021%
5/17/2023Providence Capital Advisors LLC25,753$0.35M0.0%N/A0.004%
5/17/2023Apexium Financial LP187,529$13.72M1.3%+9.2%0.029%
5/17/2023Headinvest LLC33,667$2.46M0.5%-0.8%0.005%
5/17/2023Thrivent Financial for Lutherans1,424,177$103.21M0.3%+6.2%0.222%
5/17/2023Sunbelt Securities Inc.78,982$5.71M0.9%+78.6%0.012%
5/16/2023Mercer Global Advisors Inc. ADV329,693$24.12M0.1%-32.1%0.051%
5/16/2023Pacific Center for Financial Services2,986$0.22M0.1%N/A0.000%
5/16/2023Waverly Advisors LLC107,977$7.90M0.4%+9.0%0.017%
5/16/2023Carolinas Wealth Consulting LLC295,640$21.63M4.6%-2.4%0.046%
5/16/2023Ancora Advisors LLC26,692$1.95M0.1%+117.7%0.004%
5/16/2023Roof Eidam & Maycock ADV261,179$19.11M7.0%+4.3%0.041%
5/16/2023PCA Investment Advisory Services Inc.67,768$4.96M3.5%N/A0.011%
5/16/2023Milestone Investment Advisors LLC446,735$32.68M10.1%+2.8%0.070%
5/16/2023SRS Capital Advisors Inc.63,762$4.67M0.6%-2.4%0.010%
5/16/2023Atlas Capital Advisors LLC20,810$1.52M0.2%-2.3%0.003%
5/16/2023Colony Group LLC305,378$22.34M0.3%-5.3%0.048%
5/16/2023Apollon Wealth Management LLC75,882$5.55M0.3%-5.3%0.012%
5/16/2023Jane Street Group LLC134,727$9.86M0.0%-69.3%0.021%
5/16/2023Ruggaard & Associates LLC125,866$9.21M5.7%N/A0.020%
5/16/2023Simon Quick Advisors LLC17,771$1.30M0.1%N/A0.003%
5/16/2023Snowden Capital Advisors LLC243,253$17.80M0.7%-4.0%0.038%
5/16/2023Squarepoint Ops LLC12,290$0.90M0.0%+26.1%0.002%
5/16/2023Steward Partners Investment Advisory LLC340,840$24.94M0.4%+16.7%0.053%
5/16/2023Strategic Investment Solutions Inc. IL441,631$32.31M6.3%+2.9%0.069%
5/16/2023First Manhattan CO. LLC.7,354$0.54M0.0%+39.9%0.001%
5/16/2023Fortis Capital Advisors LLC501$37K0.0%-58.3%0.000%
5/16/2023Front Row Advisors LLC765$0.11M0.5%-92.2%0.000%
5/16/2023Graves Light Lenhart Wealth Inc.192,845$14.11M2.2%+5.2%0.030%
5/16/2023Harbour Investments Inc.229,123$16.76M0.9%+17.5%0.036%
5/16/2023HBK Sorce Advisory LLC154,066$16.93M0.3%-1.8%0.024%
5/16/2023Asset Allocation Strategies LLC46,827$3.43M9.9%-78.2%0.007%
5/16/2023Belpointe Asset Management LLC64,718$4.74M0.3%+27.2%0.010%
5/16/2023Betterment LLC7,318$0.54M0.0%+46.0%0.001%
5/15/2023White Knight Strategic Wealth Advisors LLC17,009$1.24M1.6%-9.0%0.003%
5/15/2023Lido Advisors LLC29,120$1.73M0.0%+89.4%0.005%
5/15/2023Moneta Group Investment Advisors LLC63,779$4.67M0.1%+28.2%0.010%
5/15/2023NCM Capital Management LLC42,942$3.14M2.3%-4.9%0.007%
5/15/2023Johnson Investment Counsel Inc.35,706$2.61M0.0%+0.9%0.006%
5/15/2023Certified Advisory Corp250,301$18.31M3.3%+11.7%0.039%
5/15/2023Fiduciary Trust Co.984,860$72.05M1.3%+173.6%0.154%
5/15/2023Yoder Wealth Management Inc.15,135$1.11M0.9%N/A0.002%
5/15/2023Cornerstone Wealth Management LLC3,120$0.23M0.0%N/A0.000%
5/15/2023SevenOneSeven Capital Management48,482$3.39M7.6%+9.8%0.008%
5/15/2023Ambassador Advisors LLC7,763$0.54M0.1%+1,407.4%0.001%
5/15/2023IHT Wealth Management LLC129,912$9.50M0.5%+21.3%0.020%
5/15/2023AlphaQ Advisors LLC5,291$0.39M0.3%+4.3%0.001%
5/15/2023Advisory Resource Group3,475$0.25M0.1%+23.5%0.001%
5/15/2023Baldwin Investment Management LLC12,640$0.93M0.2%+5.4%0.002%
5/15/2023Pensionmark Financial Group LLC80,197$5.87M1.2%+17.5%0.013%
5/15/2023Peapack Gladstone Financial Corp37,168$2.72M0.1%-8.5%0.006%
5/15/2023Bridgewealth Advisory Group LLC6,395$0.47M0.9%-20.9%0.001%
5/15/2023Gotham Asset Management LLC4,897$0.36M0.0%+77.2%0.001%
5/15/2023Shorepoint Capital Partners LLC178,464$13.06M3.7%-1.1%0.028%
5/15/2023Nations Financial Group Inc. IA ADV185,632$13.58M1.4%+19.8%0.029%
5/15/2023Two Sigma Securities LLC12,748$0.93M0.0%N/A0.002%
5/15/2023Equitable Holdings Inc.279,446$20.44M0.3%+0.5%0.044%
5/15/2023Two Sigma Advisers LP28,200$2.06M0.0%N/A0.004%
5/15/2023Two Sigma Investments LP38,200$2.80M0.0%-55.1%0.006%
5/15/2023Weik Capital Management10,570$0.77M0.4%+2.3%0.002%
5/15/2023Cetera Investment Advisers2,566,943$187.80M1.6%+5.6%0.400%
5/15/2023Stephens Inc. AR43,241$3.16M0.1%+38.1%0.007%
5/15/2023Williams Jones Wealth Management LLC.3,834$0.28M0.0%N/A0.001%
5/15/2023Gerber Kawasaki Wealth & Investment Management778,636$56.97M4.5%-4.5%0.121%
5/15/2023Bison Wealth LLC97,138$6.79M2.1%+39.9%0.015%
5/15/2023Cary Street Partners Asset Management LLC6,392$0.47M0.1%+5.8%0.001%
5/15/2023Cresta Advisors Ltd.103,904$7.60M5.9%-1.9%0.016%
5/15/2023Eldridge Investment Advisors Inc.27,857$2.04M0.7%-7.1%0.004%
5/15/2023Flow Traders U.S. LLC19,998$1.46M0.1%+243.5%0.003%
5/15/2023Gladstone Institutional Advisory LLC13,121$0.96M0.1%+2.8%0.002%
5/15/2023ICA Group Wealth Management LLC20,728$1.52M0.4%-10.7%0.003%
5/15/2023MAS Advisors LLC20,572$1.51M1.5%-2.0%0.003%
5/15/2023Mission Creek Capital Partners Inc.23,671$1.73M0.6%-32.5%0.004%
5/15/2023Missouri Trust & Investment Co21,710$1.59M1.0%-1.3%0.003%
5/15/2023Cedar Wealth Management LLC377,219$27.60M11.3%+31.3%0.059%
5/15/2023Sheets Smith Wealth Management73$8.44M1.3%-99.9%0.000%
5/15/2023Trek Financial LLC16,462$1.20M0.1%+143.7%0.003%
5/15/2023United Bank49,229$3.60M2.1%+1.7%0.008%
5/15/2023VitalStone Financial LLC28,593$2.31M1.9%-39.5%0.004%
5/12/2023Veritable L.P.276,757$20.25M0.3%+74.1%0.043%
5/12/2023Renaissance Technologies LLC3,100$0.23M0.0%-85.3%0.000%
5/12/2023Prospera Financial Services Inc57,629$4.22M0.2%+132.5%0.009%
5/12/2023Private Portfolio Partners LLC52,305$3.83M1.0%+4.2%0.008%
5/12/2023Theory Financial LLC47,815$3.50M2.1%+2.8%0.007%
5/12/2023SVB Wealth LLC1,136,184$83.12M1.2%-14.0%0.177%
5/12/2023Wetherby Asset Management Inc.4,912$0.36M0.0%-16.5%0.001%
5/12/2023Cresset Asset Management LLC28,041$2.05M0.0%+8.9%0.004%
(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, 1,448 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($739.99M), Ameriprise Financial Inc. ($715.92M), Charles Schwab Investment Advisory Inc. ($701.88M), Wealthfront Advisers LLC ($637.54M), Morgan Stanley ($584.44M), 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 1,370 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: Moneta Group Investment Advisors LLC ($52.63M), Bank of America Corp DE ($32.79M), MFA Wealth Advisors LLC ($8.41M), Cowa LLC ($6.84M), LPL Financial LLC ($5.76M), Northwestern Mutual Wealth Management Co. ($4.74M), and Avantax Advisory Services Inc. ($4.64M).

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

Institutional investors have bought a total of 244,369,046 shares in the last 24 months. This purchase volume represents approximately $18.31B in transactions.

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

Of the 753 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: Bank of America Corp DE ($17.40M), Wealthfront Advisers LLC ($3.87M), Meitav Investment House Ltd. ($2.41M), JPMorgan Chase & Co. ($2.21M), Harbour Investments Inc. ($0.69M), Mercer Global Advisors Inc. ADV ($0.65M), and B&D White Capital Company LLC ($0.50M).

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

Institutional investors have sold a total of 46,245,065 shares in the last 24 months. This volume of shares sold represents approximately $3.54B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 5/28/2023 by MarketBeat.com Staff

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