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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$31.66 -0.03 (-0.09%)
As of 05/6/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1489
Total
Institutional Inflows
(last 12 months)
$6.87B
Number of
Institutional Sellers
(last 12 months)
1121
Total
Institutional Outflows
(last 12 months)
$5.09B
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Skip Chart & View Institutional Buying and Selling Data

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
5/6/2026GatePass Capital LLC11,094$340K0.2%-15.3%0.000%
5/6/2026IMA Advisory Services Inc.247,072$7.58M0.7%-1.3%0.009%
5/6/2026Ceera Investments LLC31,577$969K0.4%N/A0.001%
5/6/2026Bartlett & CO. Wealth Management LLC20,566$648K0.0%-58.4%0.001%
5/6/2026Zhang Financial LLC33,189$1.02M0.0%+3.1%0.001%
5/6/2026Simon Quick Advisors LLC130,160$3.99M0.2%+0.5%0.005%
5/6/2026Cornerstone Planning Group LLC82,366$2.61M0.4%-63.5%0.003%
5/6/2026Modera Wealth Management LLC35,328$1.08M0.0%+3.0%0.001%
5/6/2026Juno Financial Group LLC334,044$10.25M4.0%+3.2%0.012%
5/6/2026Advisortrust Partners LLC47,425$1.46M0.6%-15.8%0.002%
5/6/2026Assetmark Inc.339,920$10.43M0.0%-13.2%0.012%
5/6/2026Fiscal Wisdom Wealth Management LLC99,576$3.06M2.9%+9.5%0.004%
5/6/2026Clearstead Trust LLC114,434$3.51M0.6%+12.5%0.004%
5/6/2026Bauman Advisory Group LLC143,445$4.40M3.1%+111.4%0.005%
5/6/2026Bessemer Group Inc.104,590$3.21M0.0%-18.0%0.004%
5/6/2026Jag Capital Management LLC8,435$259K0.0%N/A0.000%
5/6/2026 Gerald Baker Financial Group LLC21,712$666K0.2%N/A0.001%
5/6/2026 Frisch Financial Group Inc.14,255$437K0.1%+21.8%0.001%
5/6/2026 Independent Financial Group LLC385,966$11.84M0.4%N/A0.014%
5/6/2026 Prosperity Consulting Group LLC650,312$19.95M0.9%-8.5%0.023%
5/6/2026 CPA Asset Management Group LLC29,509$905K0.3%-1.8%0.001%
5/6/2026 Birchwood Financial Partners Inc.51,995$1.60M1.5%+10.3%0.002%
5/6/2026 Helium Advisors LLC12,425$381K0.4%N/A0.000%
5/6/2026 BCM Advisors LLC91,020$2.87M0.6%+777.5%0.003%
5/5/2026 BCGM Wealth Management LLC60,057$1.84M0.5%-2.0%0.002%
5/5/2026 Evergreen Advisors LLC1,551,080$47.59M11.2%+2.2%0.055%
5/5/2026 Wealthfront Advisers LLC12,807,842$392.95M0.9%-0.6%0.451%
5/5/2026 D.A. Davidson & CO.1,957,156$60.05M0.4%-12.3%0.069%
5/5/2026 Beaumont Financial Advisors LLC34,949$1.07M0.1%+5.6%0.001%
5/5/2026 Bank of New York Mellon Corp965,069$29.61M0.0%+15.8%0.034%
5/5/2026 Milestone Investment Advisors LLC195,375$5.99M1.4%-7.3%0.007%
5/5/2026 truNorth Financial Services Inc.480,288$14.74M15.2%+1.8%0.017%
5/5/2026 Good Harbor Advisors Inc.158,906$4.88M5.3%+2.9%0.006%
5/5/2026 Collaborative Wealth Managment Inc.10,340$317K0.1%-74.8%0.000%
5/5/2026 Harmony Asset Management LLC9,585$294K0.1%+3.8%0.000%
5/5/2026 Geneos Wealth Management Inc.107,338$3.29M0.1%-4.4%0.004%
5/5/2026 NFSG Corp2,976$91K0.0%+134.1%0.000%
5/5/2026 Northstar Financial Companies Inc.28,267$867K0.7%+49.0%0.001%
5/5/2026 Ethos Financial Group LLC56,935$1.75M0.1%+9.4%0.002%
5/5/2026 SouthState Bank Corp10,555$324K0.0%-77.4%0.000%
5/5/2026 Advisors Preferred LLC784,530$24.07M3.6%+6.5%0.028%
5/5/2026 Meridian Management Co.36,666$1.13M0.3%+20.8%0.001%
5/5/2026 Sanctuary Advisors LLC911,443$27.96M0.2%+83.2%0.032%
5/5/2026 BlueChip Wealth Advisors LLC408,106$12.52M5.5%+0.2%0.014%
5/5/2026 Sigma Planning Corp869,867$26.69M0.7%+4.4%0.031%
5/5/2026 Camden National Bank171,581$5.26M0.7%+10.8%0.006%
5/5/2026 Conservest Capital Advisors Inc.10,235$314K0.0%-63.9%0.000%
5/5/2026 Members Trust Co6,891$211K0.0%N/A0.000%
5/5/2026 1ST Source Bank17,129$526K0.0%+4.0%0.001%
5/5/2026 Wealthgarden F.S. LLC82,240$2.52M1.7%+0.9%0.003%
5/5/2026 Nwam LLC251,717$7.72M0.4%+6.4%0.009%
5/5/2026 Avantax Planning Partners Inc.5,507,557$168.97M4.6%-45.5%0.194%
5/4/2026 Milestones Private Investment Advisors LLC97,705$3.00M2.6%-4.8%0.003%
5/4/2026 Beckerman Institutional LLC140,799$4.32M2.3%+10.0%0.005%
5/4/2026 Calamos Wealth Management LLC26,777$822K0.0%+18.7%0.001%
5/4/2026 Calamos Advisors LLC26,777$822K0.0%N/A0.001%
5/4/2026 AMG National Trust Bank139,588$4.28M0.1%+0.5%0.005%
5/4/2026 Retirement Planning Group LLC68,799$2.11M0.1%-7.1%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management113,265$3.48M0.1%+45.7%0.004%
5/4/2026 Bryn Mawr Trust Advisors LLC83,058$2.55M0.1%-8.2%0.003%
5/4/2026 Glassman Wealth Services7,742$238K0.0%+220.8%0.000%
5/4/2026 Bleakley Financial Group LLC59,285$1.82M0.0%+33.4%0.002%
5/4/2026 V2 Financial group LLC49,110$1.51M0.7%+39.5%0.002%
5/4/2026 HBW Advisory Services LLC331,938$10.18M1.1%+1.2%0.012%
5/4/2026 NWF Advisory Services Inc.108,809$3.34M0.4%+12.9%0.004%
5/4/2026 Nadler Financial Group Inc.125,643$3.86M0.4%-85.4%0.004%
5/4/2026 Chicago Partners Investment Group LLC239,027$7.41M0.1%-0.3%0.008%
5/4/2026 Kellett Wealth Advisors LLC342,490$10.51M5.7%+36.0%0.012%
5/4/2026 Uptick Partners LLC17,647$541K0.1%+10.8%0.001%
5/4/2026 CORDA Investment Management LLC.101,958$3.13M0.2%-15.4%0.004%
5/4/2026 Paradiem LLC1,833,707$56.26M12.4%N/A0.065%
5/4/2026 Procyon Advisors LLC9,109$279K0.0%-14.0%0.000%
5/2/2026 Avion Wealth13,859$425K0.1%+8,198.8%0.000%
5/2/2026 CAP Partners LLC113,607$3.49M2.0%+1.5%0.004%
5/2/2026 International Assets Investment Management LLC68,020$2.08M0.0%+7.6%0.002%
5/2/2026 Anchor Investment Management LLC135,055$4.14M0.3%+5.6%0.005%
5/2/2026 United Bank215,919$6.62M2.2%+2.8%0.008%
5/2/2026 Diversify Wealth Management LLC183,065$5.76M0.1%-13.1%0.006%
5/2/2026 Towercrest Capital Management210,438$6.46M1.0%-1.9%0.007%
5/2/2026 Valmark Advisers Inc.2,665,661$81.78M1.0%+1.5%0.094%
5/2/2026 Pittenger & Anderson Inc.289,209$8.87M0.4%-5.0%0.010%
5/2/2026 Carnegie Investment Counsel462,359$14.19M0.3%-1.8%0.016%
5/2/2026 UNIVEST FINANCIAL Corp11,970$367K0.0%+14.1%0.000%
5/1/2026 Kaizen Financial Strategies8,799$271K0.1%N/A0.000%
5/1/2026 Ferguson Wellman Capital Management Inc.11,720$360K0.0%-6.3%0.000%
5/1/2026 Capital Squared Financial LLC79,324$2.43M1.9%+8.5%0.003%
5/1/2026 Citizens Financial Group Inc. RI308,801$9.47M0.1%-13.5%0.011%
5/1/2026 Midwest Trust Co473,275$14.52M0.2%-30.8%0.017%
5/1/2026 Fifth Third Bancorp2,740,918$84.09M0.2%+7.5%0.097%
5/1/2026 Sovran Advisors LLC119,240$3.82M0.3%-2.3%0.004%
5/1/2026 American Trust20,856$640K0.1%+2.0%0.001%
5/1/2026 Signature Resources Capital Management LLC1,430$44K0.0%+53.8%0.000%
5/1/2026 Van Cleef Asset Management Inc30,205$927K0.1%+12.4%0.001%
5/1/2026 Advisors Management Group Inc. ADV117,129$3.59M0.7%+4.8%0.004%
5/1/2026 Triton Wealth Management PLLC38,465$1.17M0.4%-28.5%0.001%
5/1/2026 Simplicity Wealth LLC57,802$1.77M0.1%+1.8%0.002%
5/1/2026 Osprey Private Wealth LLC7,893$242K0.1%N/A0.000%
5/1/2026 Barnett & Company Inc.33,499$1.03M0.8%-3.5%0.001%
5/1/2026 Sequoia Financial Advisors LLC384,289$11.79M0.1%-1.4%0.014%
5/1/2026 Relyea Zuckerberg Hanson LLC7,130$219K0.0%N/A0.000%


SCHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHD shares?

During the previous two years, 2,264 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were Rakuten Investment Management Inc. ($1.13B), Kingstone Capital Partners Texas LLC ($1.03B), Cetera Investment Advisers ($949.24M), LPL Financial LLC ($881.97M), Sumitomo Life Insurance Co. ($847.67M), Charles Schwab Investment Advisory Inc. ($783.83M), and Avantax Advisory Services Inc. ($753.58M).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 2,196 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: Sumitomo Life Insurance Co. ($51.55M), Bank of America Corp DE ($42.22M), Rakuten Investment Management Inc. ($41.59M), Kingstone Capital Partners Texas LLC ($38.91M), LPL Financial LLC ($27.94M), Wealthspire Advisors LLC ($24.43M), and Raymond James Financial Inc. ($21.70M).

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

Institutional investors have bought a total of 251,786,573 shares in the last 24 months. This purchase volume represents approximately $6.87B in transactions.

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

Of the 1,118 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: Wealthspire Advisors LLC ($15.32M), Orgel Wealth Management LLC ($11.17M), Ameriprise Financial Inc. ($8.24M), Raymond James Financial Inc. ($6.19M), Bank of America Corp DE ($5.89M), RMG Wealth Management LLC ($4.62M), and Avantax Planning Partners Inc. ($4.60M).

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

Institutional investors have sold a total of 186,146,144 shares in the last 24 months. This volume of shares sold represents approximately $5.09B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 5/7/2026 by MarketBeat.com Staff.
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