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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

$77.65
+0.35 (+0.45%)
(As of 06/18/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1120
Total
Institutional Inflows
(last 12 months)
$4.28B
Number of
Institutional Sellers
(last 12 months)
743
Total
Institutional Outflows
(last 12 months)
$2.47B
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SCHD Institutional Buying and Selling by Quarter

Schwab US Dividend Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/17/2024 TruNorth Capital Management LLC14,752$1.19M0.4%N/A0.002%
6/11/2024American Trust241,348$19.46M1.8%-51.3%0.034%
6/11/2024 OMC Financial Services LTD5,258$424K0.2%N/A0.001%
6/11/2024 EverSource Wealth Advisors LLC55,336$4.26M0.3%+17.2%0.008%
5/30/2024 Cambridge Trust Co.166,142$13.40M0.5%-2.6%0.024%
5/30/2024 Peninsula Wealth LLC69,489$5.60M0.7%N/A0.010%
5/29/2024 Pathway Financial Advisers LLC47,222$3.81M1.4%N/A0.007%
5/29/2024 Soltis Investment Advisors LLC117,716$9.49M1.1%-75.3%0.017%
5/24/2024 Cetera Advisor Networks LLC877,328$70.74M0.4%+34.2%0.125%
5/24/2024 Cetera Advisors LLC806,990$65.07M0.5%+50.5%0.115%
5/24/2024 Cetera Investment Advisers2,104,047$169.65M0.4%+53.1%0.300%
5/24/2024 Invst LLC11,071$887K0.1%+7.5%0.002%
5/23/2024 FSA Advisors Inc.8,327$671K0.7%-1.9%0.001%
5/21/2024 Atria Investments Inc145,099$11.70M0.2%-5.9%0.021%
5/21/2024Sanibel Captiva Trust Company Inc.5,933$478K0.0%N/A0.001%
5/21/2024 LRI Investments LLC1,365$110K0.0%N/A0.000%
5/20/2024 Adams Wealth Management13,874$1.12M0.3%-6.1%0.002%
5/20/2024Strategic Wealth Partners Ltd.85,297$6.88M0.8%+114.3%0.012%
5/20/2024 Bluefin Capital Management LLC9,600$774K0.1%N/A0.001%
5/17/2024 Advisory Resource Group15,879$1.28M0.3%+4.1%0.002%
5/17/2024 National Wealth Management Group LLC3,610$291K0.2%+5.9%0.001%
5/17/2024 Investmark Advisory Group LLC7,821$631K0.3%-28.0%0.001%
5/17/2024 New Covenant Trust Company N.A.21,942$1.77M1.8%N/A0.003%
5/17/2024 XML Financial LLC114,259$9.21M0.9%-2.3%0.016%
5/17/2024 WealthPlan Investment Management LLC14,301$1.15M0.2%-5.2%0.002%
5/17/2024 Jaffetilchin Investment Partners LLC147,030$11.86M1.1%+9.9%0.021%
5/17/2024 Beacon Capital Management LLC11,783$950K0.2%-6.7%0.002%
5/17/2024 Comerica Bank68,647$5.54M0.0%-34.0%0.010%
5/17/2024 Tidal Investments LLC3,843$310K0.0%N/A0.001%
5/17/2024 Creekmur Asset Management LLC194,608$15.69M5.4%-3.9%0.028%
5/16/2024 Global Financial Private Client LLC98,193$7.87M3.4%-3.2%0.014%
5/16/2024 B. Riley Wealth Advisors Inc.59,860$4.83M0.1%+26.4%0.009%
5/16/2024 Waverly Advisors LLC390,653$31.50M0.7%+291.2%0.056%
5/16/2024 Captrust Financial Advisors329,409$26.56M0.1%+0.6%0.047%
5/15/2024 SVB Wealth LLC125,590$10.13M0.2%+16.0%0.018%
5/15/2024 Transcendent Capital Group LLC1,892$153K0.1%+12.2%0.000%
5/15/2024 Flow Traders U.S. LLC39,746$3.21M0.2%N/A0.006%
5/15/2024 Talisman Wealth Advisors LLC44,453$3.58M4.5%+27.5%0.006%
5/15/2024 Fairview Capital Investment Management LLC9,320$751K0.0%+24.4%0.001%
5/15/2024 Price T Rowe Associates Inc. MD2,750$222K0.0%N/A0.000%
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5/15/2024 BOKF NA417,347$33.45M0.6%-43.6%0.059%
5/15/2024 Kestra Advisory Services LLC1,347,379$108.64M0.7%+7.7%0.192%
5/15/2024 Alpine Global Management LLC25,655$2.07M0.5%N/A0.004%
5/15/2024 LRI Investments LLC1,365$109K0.0%N/A0.000%
5/14/2024 JT Stratford LLC84,542$6.82M1.4%+6.1%0.012%
5/14/2024 Sheaff Brock Investment Advisors LLC12,412$1.00M0.1%+7.3%0.002%
5/14/2024 Axxcess Wealth Management LLC215,931$17.41M0.5%-43.9%0.031%
5/14/2024 EP Wealth Advisors LLC54,387$4.39M0.1%-75.1%0.008%
5/14/2024 Wellington Wealth Strategies LLC.26,140$2.11M1.0%N/A0.004%
5/14/2024 Freestone Capital Holdings LLC12,924$1.04M0.0%-43.6%0.002%
5/14/2024 CreativeOne Wealth LLC37,231$3.00M0.1%+16.7%0.005%
5/14/2024 Andrews Lucia Wealth Management LLC5,782$466K0.3%-14.2%0.001%
5/14/2024 Sentinel Pension Advisors Inc.51,085$4.12M0.9%+38.5%0.007%
5/14/2024 Sax Wealth Advisors LLC7,434$599K0.1%+5.7%0.001%
5/14/2024 Crewe Advisors LLC28,968$2.34M0.3%-14.2%0.004%
5/14/2024 Leelyn Smith LLC388,289$31.31M6.3%+3.5%0.055%
5/14/2024 Burns Matteson Capital Management LLC82,729$6.67M3.8%-1.1%0.012%
5/14/2024 InterOcean Capital Group LLC2,770$223K0.0%-31.5%0.000%
5/14/2024 Pitcairn Co.55,442$4.47M0.3%N/A0.008%
5/14/2024 Owen LaRue LLC5,549$447K0.3%-17.3%0.001%
5/14/2024 Vaughan David Investments LLC IL376,344$30.35M0.8%+1.9%0.054%
5/13/2024 Bessemer Group Inc.36,111$2.91M0.0%+26.5%0.005%
5/13/2024 Delta Asset Management LLC TN3,501$282K0.0%-7.0%0.000%
5/13/2024 Safeguard Investment Advisory Group LLC3,026$244K0.1%N/A0.000%
5/13/2024 Goepper Burkhardt LLC123,235$9.77M4.5%+2.2%0.018%
5/13/2024Cedar Wealth Management LLC451,956$36.44M12.0%+7.4%0.064%
5/13/2024 O Shaughnessy Asset Management LLC11,859$956K0.0%+576.5%0.002%
5/13/2024 Rockport Wealth LLC18,836$1.51M0.5%N/A0.003%
5/11/2024 Spreng Capital Management Inc.118,573$9.56M5.1%+0.3%0.017%
5/11/2024 MAS Advisors LLC12,787$1.03M1.2%+2.2%0.002%
5/11/2024 Lcnb Corp6,398$516K0.2%+2.4%0.001%
5/11/2024 Trustmark National Bank Trust Department16,845$1.36M0.1%-65.5%0.002%
5/11/2024 Peak Asset Management LLC2,500$202K0.0%N/A0.000%
5/11/2024 Beaumont Financial Advisors LLC12,816$1.03M0.1%-2.1%0.002%
5/11/2024 Cynosure Group LLC45,413$3.66M0.7%-5.6%0.006%
5/11/2024 ESL Trust Services LLC560,526$45.20M11.8%+16.9%0.080%
5/11/2024 Orion Capital Management LLC44,719$3.61M1.9%-10.3%0.006%
5/11/2024 Continental Investors Services Inc.2,781$223K0.5%N/A0.000%
5/11/2024 Ironwood Investment Counsel LLC9,429$760K0.1%+78.4%0.001%
5/11/2024 Jacobi Capital Management LLC7,329$591K0.1%-18.7%0.001%
5/11/2024 Edgestream Partners L.P.3,669$296K0.0%-61.3%0.001%
5/11/2024 Patten & Patten Inc. TN9,171$739K0.1%-15.8%0.001%
5/10/2024 Osaic Holdings Inc.4,195,780$338.33M0.8%-3.7%0.600%
5/10/2024 Blue Barn Wealth LLC132,911$10.72M6.0%+1.6%0.019%
5/10/2024 Fiducient Advisors LLC5,870$473K0.1%N/A0.001%
5/10/2024 Viawealth LLC26,339$2.12M1.3%+5.5%0.004%
5/10/2024 Clearstead Trust LLC19,472$1.57M0.4%+2.6%0.003%
5/10/2024 Towercrest Capital Management69,489$5.60M0.9%+21.5%0.010%
5/10/2024 Pinkerton Retirement Specialists LLC235,233$18.97M3.0%+2,134.6%0.034%
5/10/2024 Motco19,195$1.55M0.1%N/A0.003%
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5/10/2024 Wintrust Investments LLC39,263$3.17M0.3%+6.8%0.006%
5/10/2024 GM Advisory Group LLC36,587$2.95M0.2%+199.1%0.005%
5/10/2024 Nwam LLC62,761$4.93M0.4%+30.8%0.009%
5/9/2024 Kure Advisory LLC70,701$5.70M4.9%+7.0%0.010%
5/9/2024 Dorsey & Whitney Trust CO LLC7,180$579K0.0%-18.2%0.001%
5/9/2024 Charles Schwab Trust Bank1,820,439$146.78M100.0%N/A0.260%
5/9/2024 Brighton Jones LLC29,681$2.39M0.1%+0.9%0.004%
5/9/2024 ProVise Management Group LLC98,004$7.90M0.7%-27.4%0.014%
5/9/2024 Leo Wealth LLC158,833$12.73M1.3%+7.5%0.023%
5/9/2024 Private Portfolio Partners LLC49,891$4.02M0.8%-1.1%0.007%
(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, 1,645 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), Avantax Advisory Services Inc. ($626.91M), Morgan Stanley ($576.18M), Northwestern Mutual Wealth Management Co. ($574.50M), Bank of America Corp DE ($567.57M), and Wealthfront Advisers LLC ($550.60M).Learn more on SCHD's institutional investors.

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

Of the 1,530 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. ($6.32M), LPL Financial LLC ($5.08M), Merit Financial Group LLC ($3.43M), Raymond James Financial Services Advisors Inc. ($2.99M), Commonwealth Equity Services LLC ($2.66M), Meitav Dash Investments Ltd. ($2.45M), 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 142,981,161 shares in the last 24 months. This purchase volume represents approximately $10.51B in transactions.

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

Of the 945 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 ($3.55M), 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 50,683,440 shares in the last 24 months. This volume of shares sold represents approximately $3.74B in transactions.


This page (NYSEARCA:SCHD) was last updated on 6/18/2024 by MarketBeat.com Staff

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