NYSEARCA:SCHD

Schwab US Dividend Equity ETF Institutional Ownership

$78.15

+0.72 (+0.93 %)

(As of 10/20/2021 03:59 PM ET)

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Today's Range

$77.40

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$78.23

50-Day Range

$74.23

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$78.13

52-Week Range

$54.26

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$78.41

Volume58,305 shs

Average Volume1.88 million shs

Market Capitalization$29.53 billion

P/E RatioN/A

Dividend Yield2.91%

BetaN/A

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

Institutional Buying and Selling by Quarter

Schwab US Dividend Equity ETF (NYSEARCA SCHD) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/20/2021	Tranquility Partners LLC	10,512	$0.78M	0.4%	+2.0%	0.003%
10/20/2021	Clarity Financial LLC	56,199	$4.17M	0.7%	+444.5%	0.015%
10/20/2021	Personal Wealth Partners	7,167	$0.53M	0.2%	+65.8%	0.002%
10/20/2021	Toth Financial Advisory Corp	1,420	$0.11M	0.0%	+166.4%	0.000%
10/20/2021	GPM Growth Investors Inc.	40,168	$2.98M	1.6%	+2.9%	0.011%
10/20/2021	Ledyard National Bank	28,797	$2.14M	0.2%	+28.8%	0.008%
10/20/2021	Csenge Advisory Group	133,628	$10.05M	0.8%	-0.9%	0.035%
10/19/2021	Kestra Advisory Services LLC	598,318	$44.42M	0.4%	+86.5%	0.158%
10/19/2021	Arkadios Wealth Advisors	17,871	$1.33M	0.2%	+300.5%	0.005%
10/19/2021	Stewardship Advisors LLC	289,306	$21.48M	8.1%	+3.1%	0.077%

10/19/2021	Acas LLC	32,087	$2.38M	3.3%	+4.6%	0.008%
10/19/2021	Vigilare Wealth Management	3,011	$0.22M	0.1%	N/A	0.001%
10/19/2021	JJJ Advisors Inc.	440,092	$32.67M	11.5%	+1.6%	0.116%
10/19/2021	Northwest Investment Counselors LLC	65,651	$4.87M	1.4%	+0.4%	0.017%
10/19/2021	Cambridge Advisors Inc.	35,202	$2.61M	0.6%	-0.6%	0.009%
10/19/2021	Gemmer Asset Management LLC	1,701	$0.13M	0.0%	+22.5%	0.000%
10/19/2021	Financial Consulate Inc.	23,841	$1.77M	0.6%	+4.9%	0.006%
10/19/2021	Reilly Financial Advisors LLC	3,230	$0.24M	0.0%	+302.7%	0.001%
10/19/2021	Stratos Wealth Partners LTD.	49,706	$3.69M	0.1%	+10.1%	0.013%
10/19/2021	Stratos Wealth Advisors LLC	32,169	$2.39M	0.2%	+299.7%	0.009%
10/19/2021	Fundamentun LLC	199,457	$14.81M	2.6%	+4.9%	0.053%
10/19/2021	Vivid Financial Management Inc.	45,490	$3.38M	1.4%	-3.3%	0.012%
10/19/2021	Pinnacle Associates Ltd.	310,170	$23.03M	0.4%	+18.1%	0.082%
10/19/2021	BLB&B Advisors LLC	4,529	$0.34M	0.0%	+30.3%	0.001%
10/19/2021	Planning Alternatives Ltd. ADV	29,832	$2.22M	0.4%	-4.9%	0.008%
10/19/2021	Ellevest Inc.	4,670	$0.35M	0.0%	-14.4%	0.001%
10/19/2021	UMA Financial Services Inc.	24,788	$1.91M	0.5%	+12.4%	0.007%
10/19/2021	RFG Advisory LLC	42,496	$3.16M	0.3%	+371.2%	0.011%
10/19/2021	Pacific Financial Group Inc.	11,604	$0.86M	0.6%	+9.0%	0.003%
10/19/2021	Capital Planning LLC	72,543	$5.39M	2.2%	+72.4%	0.019%
10/18/2021	Asset Dedication LLC	29,129	$2.16M	0.3%	+2.2%	0.008%
10/18/2021	Breiter Capital Management Inc.	34,430	$2.56M	1.5%	-3.1%	0.009%
10/18/2021	ACT Advisors LLC.	217,741	$16.17M	12.5%	+4.9%	0.058%
10/18/2021	Islay Capital Management LLC	97,411	$7.23M	5.6%	-19.0%	0.026%
10/18/2021	Walter & Keenan Financial Consulting Co. MI ADV	7,950	$0.59M	0.2%	+123.9%	0.002%
10/18/2021	Coastal Investment Advisors Inc.	3,288	$0.24M	0.1%	N/A	0.001%
10/18/2021	Gradient Investments LLC	9,642	$0.72M	0.0%	+15.6%	0.003%
10/18/2021	Reitz Capital Advisors LLC	314,597	$23.36M	17.5%	-7.0%	0.083%
10/18/2021	NBT Bank N A NY	110,093	$8.17M	1.1%	+1.3%	0.029%
10/15/2021	AdvisorNet Financial Inc	130,629	$9.70M	0.7%	-3.3%	0.035%
10/15/2021	Keystone Financial Planning Inc.	1,119,291	$83.10M	30.2%	-7.4%	0.297%
10/15/2021	Paradigm Strategies in Wealth Management LLC	127,532	$9.47M	8.9%	+1.4%	0.034%
10/15/2021	Baker Ellis Asset Management LLC	143,758	$10.83M	2.1%	N/A	0.038%
10/15/2021	Bard Financial Services Inc.	449,733	$33.39M	3.0%	+0.5%	0.119%
10/15/2021	Demars Financial Group LLC	8,181	$0.61M	0.4%	-14.7%	0.002%
10/15/2021	Bangor Savings Bank	49,087	$3.65M	0.4%	-7.2%	0.013%
10/15/2021	Juncture Wealth Strategies LLC	88,418	$6.56M	3.5%	+4.6%	0.023%
10/15/2021	Fifth Third Bancorp	445,507	$33.07M	0.1%	+24.2%	0.118%
10/15/2021	Meridian Wealth Management LLC	17,798	$1.32M	0.2%	+8.5%	0.005%
10/15/2021	Sheets Smith Wealth Management	94,353	$7.01M	1.0%	-2.2%	0.025%
10/15/2021	Taylor Cottrill Erickson & Associates Inc.	258,842	$19.22M	2.7%	-0.1%	0.069%
10/15/2021	NEXT Financial Group Inc	21,201	$1.57M	0.1%	+0.7%	0.006%
10/14/2021	Stony Point Wealth Management Inc.	19,346	$1.44M	0.9%	-8.9%	0.005%
10/14/2021	Private Advisor Group LLC	355,236	$26.37M	0.2%	+69.9%	0.094%
10/14/2021	Adams Chetwood Wealth Management LLC	133,454	$9.91M	7.2%	-10.0%	0.035%
10/14/2021	Great Valley Advisor Group Inc.	7,516	$0.56M	0.0%	-4.4%	0.002%
10/14/2021	RHS Financial LLC	32,430	$2.41M	1.8%	-14.8%	0.009%
10/14/2021	Latitude Advisors LLC	29,250	$2.17M	0.7%	+104.9%	0.008%
10/14/2021	MADDEN SECURITIES Corp	37,796	$2.81M	1.5%	+4.6%	0.010%
10/14/2021	Red Door Wealth Management LLC	57,455	$4.27M	1.6%	+0.4%	0.015%
10/14/2021	Manning & Napier Group LLC	234,460	$17.41M	0.1%	+3.4%	0.062%
10/14/2021	Livingston Group Asset Management CO operating as Southport Capital Management	32,957	$2.45M	1.0%	-1.3%	0.009%
10/14/2021	TIAA FSB	12,482	$0.93M	0.0%	+9.6%	0.003%
10/14/2021	Pacific Wealth Strategies Group Inc.	34,342	$2.55M	0.9%	+0.9%	0.009%
10/14/2021	Winthrop Advisory Group LLC	137,533	$10.21M	2.3%	-0.4%	0.037%
10/14/2021	Appleton Partners Inc. MA	4,093	$0.30M	0.0%	+19.1%	0.001%
10/14/2021	SevenBridge Financial Group LLC	107,564	$7.99M	2.7%	+1.1%	0.029%
10/14/2021	Marino Stram & Associates LLC	6,078	$0.45M	0.2%	-57.0%	0.002%
10/14/2021	Archford Capital Strategies LLC	17,352	$1.29M	0.3%	N/A	0.005%
10/14/2021	Procyon Private Wealth Partners LLC	2,941	$0.22M	0.1%	N/A	0.001%
10/14/2021	Genesee Capital Advisors LLC	3,448	$0.26M	0.1%	N/A	0.001%
10/14/2021	Aprio Wealth Management LLC	6,323	$0.47M	0.2%	-32.0%	0.002%
10/14/2021	Capital Asset Advisory Services LLC	6,183	$0.46M	0.1%	-4.3%	0.002%
10/14/2021	BEAM Asset Management LLC	14,574	$1.08M	0.9%	+8.2%	0.004%
10/13/2021	Nadler Financial Group Inc.	107,251	$7.96M	1.3%	+30.7%	0.029%
10/13/2021	Pacific Edge Advisors LLC	38,510	$2.86M	1.4%	-5.0%	0.010%
10/13/2021	Alpha Omega Wealth Management LLC	80,022	$5.94M	1.0%	+2.0%	0.021%
10/13/2021	Kiley Juergens Wealth Management LLC	79,303	$5.89M	2.6%	+11.1%	0.021%
10/13/2021	Asset Management Corp IL ADV	8,458	$0.63M	0.3%	+155.5%	0.002%
10/13/2021	Everhart Financial Group Inc.	63,480	$4.71M	3.2%	+3.0%	0.017%
10/13/2021	Wipfli Financial Advisors LLC	116,426	$8.64M	1.1%	-1.7%	0.031%
10/13/2021	Teamwork Financial Advisors LLC	34,773	$2.58M	0.5%	-1.3%	0.009%
10/13/2021	DT Investment Partners LLC	245,207	$18.20M	2.4%	+5.4%	0.065%
10/13/2021	Gofen & Glossberg LLC IL	3,705	$0.28M	0.0%	+5.9%	0.001%
10/13/2021	Joseph P. Lucia & Associates LLC	21,430	$1.59M	0.9%	+43.1%	0.006%
10/13/2021	Cypress Wealth Services LLC	25,493	$1.89M	0.6%	+8.1%	0.007%
10/13/2021	Soundmark Wealth Management LLC	6,618	$0.49M	0.2%	-6.2%	0.002%
10/13/2021	Evanson Asset Management LLC	12,254	$0.92M	0.1%	+7.1%	0.003%
10/13/2021	Vista Private Wealth Partners. LLC	152,494	$11.32M	4.7%	+2.5%	0.041%
10/13/2021	BFT Financial Group LLC	245,485	$18.23M	3.4%	+50.7%	0.065%
10/13/2021	Private Capital Group LLC	12,577	$0.93M	0.2%	-1.1%	0.003%
10/13/2021	Capital Investment Advisors LLC	26,677	$1.98M	0.1%	+1.9%	0.007%
10/12/2021	Koshinski Asset Management Inc.	267,110	$19.83M	1.7%	+45.5%	0.071%
10/12/2021	Benchmark Wealth Management LLC	65,564	$4.87M	3.4%	-8.0%	0.017%
10/12/2021	Arden Trust Co	50,324	$3.74M	0.6%	-2.2%	0.013%
10/12/2021	Acropolis Investment Management LLC	3,993	$0.28M	0.0%	+19.0%	0.001%
10/12/2021	CRA Financial Services LLC	166,658	$12.37M	4.2%	+9.1%	0.044%
10/12/2021	Marquette Asset Management LLC	285,964	$21.23M	4.8%	-0.5%	0.076%
10/12/2021	McElhenny Sheffield Capital Management LLC	3,180	$0.24M	0.1%	N/A	0.001%
10/12/2021	Kohmann Bosshard Financial Services LLC	298,290	$22.15M	4.9%	+5.0%	0.079%

(Data available from 1/1/2016 forward)

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of Schwab US Dividend Equity ETF?: During the previous two years, 952 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.40B), Charles Schwab Investment Advisory Inc. ($610.66M), Wealthfront Advisers LLC ($591.70M), JPMorgan Chase & Co. ($359.46M), Wealthspire Advisors LLC ($314.25M), LPL Financial LLC ($269.78M), and Ameriprise Financial Inc. ($244.70M).Learn more on SCHD's institutional investors
Which institutional investors have been buying Schwab US Dividend Equity ETF stock?: Of the 884 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: Bank of America Corp DE ($31.87M), Advisor Group Holdings Inc. ($7.54M), JPMorgan Chase & Co. ($4.74M), Morgan Stanley ($2.72M), Orgel Wealth Management LLC ($2.46M), Newman Dignan & Sheerar Inc. ($2.13M), and Wealthfront Advisers LLC ($1.88M).
How much institutional buying is happening at Schwab US Dividend Equity ETF?: Institutional investors have bought a total of 102,072,993 shares in the last 24 months. This purchase volume represents approximately $6.30B in transactions.

Which Schwab US Dividend Equity ETF institutionals have been selling company stock?: Of the 479 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: Advisor Group Holdings Inc. ($6.01M), Newman Dignan & Sheerar Inc. ($2.10M), Wealthfront Advisers LLC ($1.98M), Avantax Planning Partners Inc. ($1.10M), AE Wealth Management LLC ($0.66M), Sontag Advisory LLC ($0.45M), and CVA Family Office LLC ($0.35M).
How much institutional selling is happening at Schwab US Dividend Equity ETF?: Institutional investors have sold a total of 22,445,693 shares in the last 24 months. This volume of shares sold represents approximately $1.71B in transactions.

This page was last updated on 10/20/2021 by MarketBeat.com Staff

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Schwab US Dividend Equity ETF Institutional Ownership

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

Institutional Buying and Selling by Quarter

Schwab US Dividend Equity ETF (NYSEARCA SCHD) Institutional Buying and Selling

Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Institutional Ownership Frequently Asked Questions

Who are the institutional owners of Schwab US Dividend Equity ETF?

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

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

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

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

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