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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$32.24 -0.15 (-0.46%)
As of 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)
1457
Total
Institutional Inflows
(last 12 months)
$6.23B
Number of
Institutional Sellers
(last 12 months)
1101
Total
Institutional Outflows
(last 12 months)
$5.73B
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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
7/6/2026Bangor Savings Bank76,656$2.43M0.2%-1.1%0.003%
7/6/2026MJT & Associates Financial Advisory Group Inc.762,215$24.17M16.0%+0.7%0.025%
7/6/2026Vigilare Wealth Management197,121$6.25M1.9%N/A0.007%
7/6/2026Private Client Services LLC14,643$464K0.1%+3.2%0.000%
7/6/2026RDA Financial Network78,663$2.49M0.5%+0.7%0.003%
7/2/2026 Burkett Financial Services LLC1,708,472$54.18M17.0%-0.8%0.057%
7/2/2026 MassMutual Private Wealth & Trust FSB97,360$3.09M0.1%+1.1%0.003%
7/2/2026 Sarver Vrooman Wealth Advisors1,661,097$53.39M31.8%+0.4%0.055%
7/2/2026 Versant Capital Management Inc17,202$545K0.0%+919.7%0.001%
7/2/2026 Collective Family Office LLC109,149$3.46M0.7%+11.6%0.004%
7/2/2026 CX Institutional12,935$410K0.0%+123.5%0.000%
7/1/2026 Eastern Bank73,328$2.33M0.0%-9.6%0.003%
6/26/2026WealthPoint Financial LLC12,126$372K0.3%-22.9%0.000%
6/23/2026MTM Financial Group LLC105,334$3.21M1.5%-8.1%0.004%
6/16/2026Steelhead Wealth Management LLC49,685$1.52M0.8%N/A0.002%
6/12/2026S&A Financial Services Inc.26,043$799K0.5%N/A0.001%
6/8/2026Pine Valley Investments Ltd Liability Co37,194$1.14M0.1%+131.2%0.001%
6/3/2026DV Trading LLC12,300$377K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC401,970$12.33M0.2%-8.6%0.014%
6/3/2026NewEdge Advisors LLC921,498$28.27M0.1%-12.5%0.032%
6/1/2026Flagship Wealth Advisors LLC341,006$10.46M4.3%+135.5%0.012%
6/1/2026Foguth Wealth Management LLC.525,475$17.08M2.1%+234.2%0.019%
6/1/2026Financial Solutions Advisory Group Inc.105,289$3.23M0.4%N/A0.004%
6/1/2026Integrated Investment Consultants LLC601,972$18.47M3.9%+2.5%0.021%
6/1/2026Dala Group LLC65,662$2.02M1.7%N/A0.002%
5/29/2026Immaculate Wealth Management LLC29,537$906K7.2%N/A0.001%
5/29/2026Asset Dedication LLC67,814$2.08M0.1%+16.9%0.002%
5/28/2026Cozad Asset Management Inc.346,430$10.63M0.8%-5.7%0.012%
5/28/2026Maripau Wealth Management LLC99,857$3.06M1.3%+10.0%0.004%
5/27/2026Tenret Co LLC9,821$301K0.1%-5.8%0.000%
5/27/2026Allen Capital Group LLC228,625$7.01M0.6%+5.7%0.008%
5/27/2026Capasso Planning Partners LLC52,963$1.63M0.9%-8.5%0.002%
5/26/2026Serenity Investment Advisors33,494$1.10M0.4%N/A0.001%
5/26/2026Glenmede Trust Co. NA21,416$657K0.0%+13.0%0.001%
5/26/2026Summit Financial Wealth Advisors LLC1,921,721$58.96M8.4%-3.0%0.068%
5/22/2026Wellington Grp LLC57,053$1.75M0.5%-9.0%0.002%
5/22/2026Verus Capital Partners LLC323,032$9.91M0.7%-14.0%0.011%
5/21/2026Raab & Moskowitz Asset Management LLC146,815$4.50M1.0%+45.4%0.005%
5/21/2026J. Derek Lewis & Associates Inc.52,303$1.61M0.4%-0.9%0.002%
5/20/2026Cadia Private Client LLC187,959$5.77M4.7%-2.7%0.007%
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5/20/2026J. Mark Nickell & Co.182,054$5.59M5.0%+3.4%0.006%
5/20/2026Hobbs Group Advisors LLC6,553$201K0.1%N/A0.000%
5/20/2026Arete Wealth Advisors LLC27,577$846K0.1%+21.0%0.001%
5/20/2026SOA Wealth Advisors LLC.32,630$1.00M0.1%+48.0%0.001%
5/19/2026Front Row Advisors LLC26,987$828K0.3%-1.3%0.001%
5/19/2026Western Wealth Management LLC201,072$6.17M0.2%+55.1%0.007%
5/19/2026McIlrath & Eck LLC9,762$299K0.0%+18.6%0.000%
5/19/2026Orographic Financial Advisors LLC136,232$4.18M3.0%N/A0.005%
5/19/2026Cornerstone Wealth LLC TN16,458$515K0.3%N/A0.001%
5/19/2026NewEdge Advisors LLC490,058$13.73M0.3%-53.4%0.017%
5/19/2026Bank of America Corp DE30,862,254$946.85M0.1%-34.3%1.087%
5/19/2026Twin Lakes Capital Management LLC2,925$90K0.0%N/A0.000%
5/19/2026Graney & King LLC31,255$959K0.5%-27.9%0.001%
5/19/2026Edgestream Partners L.P.76,242$2.34M0.1%+121.5%0.003%
5/19/2026Financial Insights Inc.941,050$28.87M9.4%+3.4%0.033%
5/19/2026Chesapeake Wealth Management109,837$3.37M1.0%+7.2%0.004%
5/19/2026Cassady Wealth & Retirement Planning LLC24,443$784K0.4%-5.9%0.001%
5/19/2026Centaurus Financial Inc.158,806$4.87M0.2%+25.2%0.006%
5/19/2026Ashton Thomas Securities LLC1,050$32K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors571,918$17.55M0.3%+66.4%0.020%
5/19/2026Claris Financial LLC6,606$203K0.1%N/A0.000%
5/19/2026Arete Wealth Advisors LLC27,577$846K0.1%+21.0%0.001%
5/18/2026Sunbelt Securities Inc.188,580$5.79M0.4%-28.1%0.007%
5/18/2026EverSource Wealth Advisors LLC148,934$4.57M0.1%+14.7%0.005%
5/18/2026Core Wealth Advisors Inc.86,664$2.66M0.6%+18.9%0.003%
5/18/2026Royal Bank of Canada8,655,941$265.56M0.0%+8.3%0.305%
5/16/2026KCM Investment Advisors LLC163,731$5.02M0.2%-3.6%0.006%
5/16/2026IMG Wealth Management Inc.6,491$199K0.1%N/A0.000%
5/16/2026Glen Eagle Advisors LLC35,347$1.08M0.2%+1,351.6%0.001%
5/16/2026Excelsior Advisor Network LLC214,321$6.58M2.5%+1.3%0.008%
5/16/2026Quantinno Capital Management LP258,702$7.94M0.0%+39.5%0.009%
5/16/2026Copley Financial Group Inc.8,097$248K0.1%-5.9%0.000%
5/15/2026Cardiff Park Advisors LLC5,160$158K0.0%-71.6%0.000%
5/15/2026Northeast Financial Group Inc.258,864$7.95M2.0%-8.7%0.009%
5/15/2026Gateway Wealth Partners LLC153,572$4.71M0.2%+231.0%0.005%
5/15/2026Blue Chip Partners LLC19,151$588K0.0%-4.9%0.001%
5/15/2026Everest Financial Group LLC720,195$22.10M3.6%-16.3%0.025%
5/15/2026FreeGulliver LLC11,466$352K0.1%N/A0.000%
5/15/2026Bradley Foster & Sargent Inc. CT73,728$2.26M0.0%+40.1%0.003%
5/15/2026Waverly Advisors LLC1,746,418$53.58M0.4%+4.3%0.062%
5/15/2026Wealth Alliance LLC30,873$947K0.1%-4.9%0.001%
5/15/2026Vivaldi Capital Management LP28,341$870K0.1%+105.1%0.001%
5/14/2026Hilltop Holdings Inc.88,697$2.72M0.2%+3.7%0.003%
5/14/2026GC Wealth Management RIA LLC63,918$1.96M0.1%-5.0%0.002%
5/14/2026Compound Planning Inc.302,545$9.28M0.3%+4.5%0.011%
5/14/2026Modern Wealth Management LLC717,173$21.88M0.4%+91.5%0.025%
5/14/2026Keebeck Wealth Management6,946$213K0.0%N/A0.000%
5/14/2026Wills Financial Group LLC63,009$2.00M0.8%+0.8%0.002%
5/14/2026Aspen Grove Capital LLC98,104$3.01M0.6%-0.8%0.003%
5/14/2026RMG Wealth Management LLC168,984$5.37M0.6%N/A0.006%
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5/14/2026Dickmeyer Boyce Financial Management Inc.226,769$6.96M4.1%N/A0.008%
5/14/2026American Financial Advisors LLC1,375,154$42.19M5.6%-2.6%0.048%
5/14/2026Sei Investments Co.182,034$5.59M0.0%-0.5%0.006%
5/14/2026Ascension Capital Advisors Inc.6,990$214K0.1%N/A0.000%
5/14/2026Lido Advisors LLC642,572$19.72M0.1%-46.5%0.023%
5/14/2026Forefront Analytics LLC15,119$464K0.4%N/A0.001%
5/13/2026Cetera Investment Advisers24,184,523$741.98M0.8%-30.1%0.852%
5/13/2026GSG Advisors LLC491,519$15.08M3.9%+3.0%0.017%
5/13/2026Wealthspire Retirement LLC487,091$14.94M0.9%-25.5%0.017%
5/13/2026Signature Equity Partners LLC11,629$357K0.2%-5.5%0.000%


SCHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,273 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), Bank of America Corp DE ($946.85M), LPL Financial LLC ($881.97M), Sumitomo Life Insurance Co. ($847.67M), Avantax Advisory Services Inc. ($753.58M), and Cetera Investment Advisers ($741.98M).Learn more on Schwab US Dividend Equity ETF's institutional investors.

Of the 2,203 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).

Institutional investors have bought a total of 228,451,868 shares in the last 24 months. This purchase volume represents approximately $6.23B in transactions.

Of the 1,101 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: Bank of America Corp DE ($21.97M), Wealthspire Advisors LLC ($15.32M), Orgel Wealth Management LLC ($11.17M), Cetera Investment Advisers ($10.83M), Ameriprise Financial Inc. ($8.24M), Raymond James Financial Inc. ($5.68M), and RMG Wealth Management LLC ($4.62M).

Institutional investors have sold a total of 206,188,101 shares in the last 24 months. This volume of shares sold represents approximately $5.73B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 7/6/2026 by MarketBeat.com Staff.
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