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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

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$77.48
-0.08 (-0.10%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1136
Total
Institutional Inflows
(last 12 months)
$4.72B
Number of
Institutional Sellers
(last 12 months)
758
Total
Institutional Outflows
(last 12 months)
$2.76B
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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
4/27/2024Tenon Financial LLC5,035$406K0.3%N/A0.001%
4/27/2024Guardian Financial Partners LLC69,022$5.57M3.8%+23.7%0.010%
4/27/2024Kellett Wealth Advisors LLC87,700$7.07M4.9%-26.2%0.013%
4/27/2024Vigilare Wealth Management3,266$263K0.1%-21.1%0.000%
4/27/2024Nadler Financial Group Inc.356,803$28.77M3.5%-1.6%0.051%
4/27/2024Finer Wealth Management Inc.4,346$350K0.2%-8.1%0.001%
4/27/2024Members Advisory Group LLC300,243$24.21M13.7%-0.5%0.043%
4/26/2024Pinnacle Associates Ltd.642,890$51.84M0.8%+1.2%0.092%
4/26/2024Plan Group Financial LLC17,647$1.42M0.9%+66.1%0.003%
4/26/2024BLB&B Advisors LLC34,457$2.78M0.2%-2.7%0.005%
4/26/2024Planned Solutions Inc.4,720$381K0.2%+4.3%0.001%
4/26/2024Carlton Hofferkamp & Jenks Wealth Management LLC10,539$817K0.3%-1.8%0.002%
4/26/2024Advisors Management Group Inc. ADV30,422$2.45M0.6%+2.3%0.004%
4/26/2024Narwhal Capital Management16,065$1.30M0.1%+12.2%0.002%
4/26/2024MBA Advisors LLC89,175$7.19M3.7%+1.1%0.013%
4/26/2024LifeSteps Financial Inc.25,662$2.07M1.6%-1.4%0.004%
4/26/2024Rocky Mountain Advisers LLC329,045$26.53M8.4%+18.9%0.047%
4/26/2024JNBA Financial Advisors491,361$39.62M4.2%+5.2%0.070%
4/26/2024Schmidt P J Investment Management Inc.11,377$917K0.2%+9.3%0.002%
4/26/2024YHB Investment Advisors Inc.111,680$9.01M0.8%-6.8%0.016%
4/26/2024Opus Capital Group LLC77,551$6.25M0.9%+0.7%0.011%
4/26/2024First National Trust Co14,459$1.17M0.0%+10.8%0.002%
4/26/2024Guild Investment Management Inc.4,780$385K0.5%N/A0.001%
4/26/2024McKinley Carter Wealth Services Inc.8,384$676K0.0%-5.4%0.001%
4/26/2024Bond & Devick Financial Network Inc.18,292$1.48M0.8%+42.5%0.003%
4/26/2024Clear Creek Financial Management LLC11,423$921K0.1%+12.1%0.002%
4/26/2024Sumitomo Life Insurance Co.6,320,000$471.35M11.5%+110.7%0.903%
4/26/2024 Mesirow Financial Investment Management Inc.129,004$10.40M0.2%N/A0.018%
4/26/2024MONECO Advisors LLC141,162$11.38M1.8%-7.8%0.020%
4/26/2024Sigma Investment Counselors Inc.7,659$618K0.0%+6.3%0.001%
4/26/2024Pine Haven Investment Counsel Inc2,666$215K0.2%N/A0.000%
4/26/2024Emerald Advisors LLC32,438$2.62M0.5%+16.9%0.005%
4/26/2024Financial Insights Inc.279,023$22.50M6.5%-4.6%0.040%
4/26/2024Triton Wealth Management PLLC30,884$2.40M1.6%-1.9%0.004%
4/26/2024Latitude Advisors LLC20,473$1.65M1.0%+3.3%0.003%
4/26/2024Bogart Wealth LLC4,229$341K0.0%-11.6%0.001%
4/25/2024One Day In July LLC8,320$671K0.1%-1.6%0.001%
4/25/2024W Advisors LLC6,725$542K0.4%+7.0%0.001%
4/25/2024Lodestar Private Asset Management LLC354,757$28.60M4.1%+2.6%0.051%
4/25/2024Center for Financial Planning Inc.1,129$91K0.0%-24.4%0.000%
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4/25/2024TRUE Private Wealth Advisors24,089$1.94M0.2%+128.5%0.003%
4/25/2024Ulland Investment Advisors LLC1,195$96K0.1%-24.9%0.000%
4/25/2024Strategy Asset Managers LLC2,972$240K0.1%+6.3%0.000%
4/25/2024Oldfather Financial Services LLC4,451$359K0.1%N/A0.001%
4/25/2024Glassy Mountain Advisors Inc.32,491$2.62M1.0%+7.9%0.005%
4/25/2024HTLF Bank5,977$482K0.1%N/A0.001%
4/25/2024Capital Investment Advisory Services LLC61,660$4.97M0.5%-3.0%0.009%
4/25/2024MTM Investment Management LLC474$38K0.0%N/A0.000%
4/25/2024Investment Advisory Services Inc. TX ADV158,433$12.77M4.7%-0.1%0.023%
4/25/2024Armor Investment Advisors LLC73,485$5.93M2.8%+0.9%0.011%
4/25/2024Aaron Wealth Advisors LLC12,165$981K0.1%-22.4%0.002%
4/25/2024Eudaimonia Partners LLC50,364$4.06M1.0%+10.6%0.007%
4/25/2024 Valeo Financial Advisors LLC9,951$777K0.0%+9.0%0.001%
4/25/2024Eudaimonia Advisors LLC90,668$7.31M3.9%-11.3%0.013%
4/25/2024Presidio Capital Management LLC267,868$21.60M15.7%+52.0%0.038%
4/25/2024 MFA Wealth Advisors LLC174,818$14.10M3.7%-0.1%0.025%
4/25/2024 Cambridge Investment Research Advisors Inc.2,269,372$182.98M0.7%+4.3%0.324%
4/25/2024 Heirloom Wealth Management5,005$404K0.1%-32.7%0.001%
4/25/2024 Intergy Private Wealth LLC288,354$23.25M9.6%+4.2%0.041%
4/24/2024 Private Trust Co. NA27,057$2.18M0.2%+3.6%0.004%
4/24/2024 Leavell Investment Management Inc.188,458$15.20M0.9%-0.2%0.027%
4/24/2024 Krilogy Financial LLC31,272$2.52M0.2%-0.7%0.004%
4/24/2024 Patton Albertson Miller Group LLC11,109$896K0.1%-46.5%0.002%
4/24/2024 Verity & Verity LLC110,788$8.93M2.2%+1,826.1%0.016%
4/24/2024 CENTRAL TRUST Co1,074,694$86.65M2.2%-6.5%0.154%
4/24/2024 Activest Wealth Management1,630$131K0.1%N/A0.000%
4/24/2024 Newbridge Financial Services Group Inc.1,517$122K0.1%-28.7%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC19,593$1.58M0.3%+2.3%0.003%
4/24/2024 Demars Financial Group LLC10,173$820K0.4%N/A0.001%
4/24/2024 Zullo Investment Group Inc.32,713$2.64M1.2%+2.2%0.005%
4/24/2024 Sightline Wealth Advisors LLC3,765$304K0.2%N/A0.001%
4/24/2024 Dakota Wealth Management293,945$23.70M0.6%+39.2%0.042%
4/24/2024 Smith Anglin Financial LLC45,467$3.67M0.4%+8.6%0.006%
4/24/2024 Simplicity Wealth LLC53,680$4.33M0.1%+847.7%0.008%
4/24/2024 Archford Capital Strategies LLC2,528$204K0.0%N/A0.000%
4/24/2024 NBT Bank N A NY101,701$8.20M0.6%-1.5%0.015%
4/24/2024 Spire Wealth Management98,673$7.96M0.3%+2.7%0.014%
4/24/2024 Gemmer Asset Management LLC7,830$631K0.1%+69.1%0.001%
4/24/2024 Essex Financial Services Inc.22,066$1.78M0.2%-2.9%0.003%
4/24/2024 Gunma Bank Ltd.120,000$9.68M5.1%N/A0.017%
4/24/2024 Capasso Planning Partners LLC33,596$2.71M1.1%-24.2%0.005%
4/24/2024 Dechtman Wealth Management LLC460,593$37.14M8.7%-17.7%0.066%
4/24/2024 Bar Harbor Wealth Management4,000$323K0.0%-33.3%0.001%
4/23/2024 IRON Financial LLC22,152$1.79M1.0%+2.2%0.003%
4/23/2024 Bell Bank2,606$210K0.0%N/A0.000%
4/23/2024 Godsey & Gibb Inc.6,960$561K0.1%+21.9%0.001%
4/23/2024 BSW Wealth Partners2,632$212K0.0%N/A0.000%
4/23/2024 Bfsg LLC3,035$245K0.0%-20.9%0.000%
4/23/2024 Global Retirement Partners LLC194,591$15.69M0.6%-39.2%0.028%
4/23/2024 Cornell Pochily Investment Advisors Inc.8,891$717K0.3%-17.0%0.001%
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4/23/2024 Covenant Asset Management LLC2,654$214K0.0%N/A0.000%
4/23/2024 Sweet Financial Partners LLC288,338$23.25M5.4%+7.8%0.041%
4/23/2024 Sage Mountain Advisors LLC14,351$1.16M0.1%+6,423.2%0.002%
4/23/2024 Hamel Associates Inc.37,046$2.99M1.0%+0.7%0.005%
4/23/2024 Olympus Wealth Management LLC237,933$19.19M11.4%-17.6%0.034%
4/23/2024 AllGen Financial Advisors Inc.285,391$23.01M9.4%+2.1%0.041%
4/23/2024 Canvas Wealth Advisors LLC124,386$9.43M3.1%+7.6%0.018%
4/23/2024 Silver Lake Advisory LLC4,650$375K0.2%N/A0.001%
4/23/2024 Oak Harbor Wealth Partners LLC99,615$8.03M2.5%+3.6%0.014%
4/23/2024 Nations Financial Group Inc. IA ADV198,235$15.98M1.3%+2.6%0.028%
(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, 1,615 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. ($737.00M), Morgan Stanley ($576.18M), Northwestern Mutual Wealth Management Co. ($574.50M), Avantax Advisory Services Inc. ($569.13M), 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 1,514 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), Raymond James Financial Services Advisors Inc. ($4.08M), Merit Financial Group LLC ($3.43M), Northwestern Mutual Wealth Management Co. ($3.08M), Envestnet Asset Management Inc. ($2.48M), and Meitav Dash Investments Ltd. ($2.45M).

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

Institutional investors have bought a total of 147,961,333 shares in the last 24 months. This purchase volume represents approximately $10.89B in transactions.

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

Of the 946 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), Parallel Advisors LLC ($973.95K), and Cetera Investment Advisers ($879.87K).

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

Institutional investors have sold a total of 48,195,889 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 4/28/2024 by MarketBeat.com Staff

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