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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$34.80 -0.28 (-0.80%)
As of 09/4/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1275
Total
Institutional Inflows
(last 12 months)
$4.41B
Number of
Institutional Sellers
(last 12 months)
985
Total
Institutional Outflows
(last 12 months)
$4.55B
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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
9/3/2026 Anchor Capital Advisors LLC11,061$351K0.0%N/A0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group11,699$371K0.0%+23.1%0.000%
9/2/2026 Range Advisory LLC22,520$714K0.1%+54.3%0.001%
9/2/2026 Capital & Planning LLC23,998$761K0.4%+8.3%0.001%
9/2/2026 Brown Lisle Cummings Inc.14,555$462K0.1%+59.3%0.000%
9/1/2026 Planning Project LLC16,033$559K0.1%N/A0.001%
8/27/2026 Corient Private Wealth LP362,931$11.51M0.0%-58.9%0.012%
8/26/2026 Principia Wealth Advisory LLC117,965$3.74M0.8%-23.3%0.004%
8/26/2026 Wellington Grp LLC49,246$1.56M0.4%-13.7%0.002%
8/25/2026 Financial Insights Inc.965,398$30.61M8.3%+2.6%0.031%
8/24/2026 Serenity Investment Advisors35,308$1.24M0.5%+5.4%0.001%
8/23/2026 Washington Trust Advisors Inc.48,441$1.54M0.1%+5.0%0.002%
8/23/2026 Ameritas Advisory Services LLC1,262,852$40.05M0.8%+108.4%0.041%
8/23/2026 Guardian Wealth Advisors LLC NC28,323$898K0.1%+65.3%0.001%
8/23/2026 Straight Path Wealth Management13,786$437K0.1%+11.6%0.000%
8/23/2026 Wedmont Private Capital222,110$7.20M0.2%+121.0%0.007%
8/23/2026 Kintra Wealth LLC35,147$1.21M0.1%+21.7%0.001%
8/23/2026 Anson Capital Inc.53,364$1.69M1.2%+62.3%0.002%
8/23/2026 Aspire Capital Advisors LLC990,458$31.41M6.1%+1.0%0.032%
8/23/2026 Insight Inv LLC61,110$1.94M0.9%+7.3%0.002%
8/23/2026 Ameliora Wealth Management Ltd.4,000$127K0.0%N/A0.000%
8/23/2026 HB Wealth Management LLC1,780,558$56.46M0.3%+8.4%0.057%
8/23/2026 Clay Northam Wealth Management LLC380,858$12.08M6.0%-1.4%0.012%
8/23/2026 Hutchens & Kramer Investment Management Group LLC23,312$739K0.2%+36.1%0.001%
8/23/2026 Asset Allocation Strategies LLC685,427$21.74M3.3%+3.6%0.022%
8/23/2026 Fortitude Advisory Group L.L.C.20,479$649K0.2%+42.7%0.001%
8/23/2026 Angeles Wealth Management LLC17,832$565K0.0%+2.1%0.001%
8/23/2026 Unique Wealth LLC17,861$566K0.1%+4.2%0.001%
8/23/2026 Chokshi & Queen Wealth Advisors Inc16,155$512K0.2%+3.9%0.001%
8/22/2026 Noble Wealth Partners LLC10,881$345K0.3%N/A0.000%
8/22/2026 Advisory Solutions Group LLC44,583$1.41M0.5%N/A0.001%
8/22/2026 Compass Financial Management LLC160,913$5.26M0.6%N/A0.005%
8/22/2026 William John Sempolinski10,820$343K0.1%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC30,473$966K0.3%N/A0.001%
8/22/2026 Markowski Investments18,606$590K0.1%N/A0.001%
8/22/2026 Old Mission Investment Co LLC28,646$908K0.2%N/A0.001%
8/22/2026 Highland Investment Advisors LLC2,525$80K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC3,219$102K0.2%N/A0.000%
8/22/2026 Strive Financial Group LLC71,254$2.26M1.0%+262.7%0.002%
8/22/2026 MOR Wealth Management LLC111,579$3.54M1.4%-16.0%0.004%
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8/22/2026 Cornerstone Advisors Asset Management LLC16,123$511K0.1%N/A0.001%
8/22/2026 SMART Wealth LLC18,497$587K0.1%+102.2%0.001%
8/22/2026 Comprehensive Financial Planning Inc. PA75,886$2.41M1.3%+30.2%0.002%
8/22/2026 Investor s Fiduciary Advisor Network LLC397,125$12.59M4.3%-8.8%0.013%
8/22/2026 Copley Financial Group Inc.7,522$239K0.1%-7.1%0.000%
8/22/2026 Tudor Financial Inc.264,504$8.39M3.8%+5,929.3%0.009%
8/22/2026 NWF Advisory Services Inc.72,356$2.29M0.2%-33.5%0.002%
8/22/2026 TD Waterhouse Canada Inc.13,527$431K0.0%-59.8%0.000%
8/22/2026 United Community Bank6,189$196K0.1%-13.3%0.000%
8/22/2026 Lakeshore Financial Planning Inc.363,303$11.52M3.7%-4.3%0.012%
8/22/2026 Concurrent Investment Advisors LLC400,330$12.69M0.1%+15.0%0.013%
8/22/2026 Prosperitas Financial LLC364,240$11.55M3.7%+1.3%0.012%
8/21/2026 Montz Harcus Wealth Management LLC10,592$336K0.1%N/A0.000%
8/21/2026 High Net Worth Advisory Group LLC237,654$7.54M1.6%+1.6%0.008%
8/21/2026 KFG Wealth Management LLC113,374$3.60M0.4%+13.7%0.004%
8/21/2026 Kraft Davis & Associates LLC17,193$557K0.1%-3.3%0.001%
8/21/2026 Lowery Thomas LLC10,974$348K0.2%+4.6%0.000%
8/21/2026 Leo H. Evart Inc.95,936$3.04M2.4%+1.1%0.003%
8/21/2026 Fairway Financial LLC380,828$12.08M8.3%+1.0%0.012%
8/21/2026 Beacon Capital Management LLC19,578$621K0.1%-2.6%0.001%
8/21/2026 Greenspring Advisors LLC15,420$489K0.0%+4.5%0.000%
8/21/2026 Continuum Advisory LLC259,619$8.23M0.7%+14.3%0.008%
8/21/2026 Safeguard Investment Advisory Group LLC246,850$7.83M1.8%+22.6%0.008%
8/21/2026 Orion Capital Management LLC96,008$3.04M1.0%-14.7%0.003%
8/21/2026 Weitzel Financial Services Inc.709,142$22.82M7.3%+3.8%0.023%
8/21/2026 Round Rock Advisors LLC29,763$944K0.1%-1.7%0.001%
8/21/2026 Robbins Farley342,610$10.86M4.2%+16.9%0.011%
8/21/2026 Coppell Advisory Solutions LLC13,535$429K0.1%N/A0.000%
8/21/2026 MBA Advisors LLC358,869$11.38M3.7%+5.9%0.012%
8/21/2026 Firestone Capital Management26,419$838K0.2%+2.7%0.001%
8/21/2026 XML Financial LLC390,817$12.39M0.9%-3.1%0.013%
8/21/2026 Beacon Financial Advisory LLC39,151$1.24M0.2%+36.7%0.001%
8/21/2026 Symphony Financial Ltd. Co.9,706$309K0.0%N/A0.000%
8/21/2026 Secure Asset Management LLC13,033$413K0.1%-10.1%0.000%
8/21/2026 Chesapeake Wealth Management114,578$3.63M1.0%+4.3%0.004%
8/21/2026 Bedel Financial Consulting Inc.19,611$622K0.1%-40.5%0.001%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.75,202$2.39M1.0%+22.2%0.002%
8/21/2026 Vanguard Capital Wealth Advisors38,584$1.22M0.8%+5.5%0.001%
8/21/2026 Acorn Wealth Advisors LLC411,257$13.04M3.0%+0.5%0.013%
8/21/2026 Keeler Thomas Management LLC268,611$8.52M3.0%N/A0.009%
8/21/2026 Solstein Capital LLC8,660$275K0.1%+157.0%0.000%
8/20/2026 Gill Capital Partners LLC2,493$79K0.0%+105.4%0.000%
8/20/2026 Rehmann Capital Advisory Group12,219$387K0.0%+15.7%0.000%
8/20/2026 CMH Wealth Management LLC27,285$865K0.1%-1.6%0.001%
8/20/2026 Orgel Wealth Management LLC293,403$9.30M0.2%-1.0%0.009%
8/15/2026 First Bancorp Inc ME2,375$75K0.0%N/A0.000%
8/13/2026 Capital Square LLC52,540$1.70M0.7%N/A0.002%
8/12/2026 Compass Financial Management LLC160,913$5.26M0.6%N/A0.005%
8/12/2026 C M Bidwell & Associates Ltd.35,759$1.13M0.5%N/A0.001%
8/12/2026 C M Bidwell & Associates Ltd.34,162$1.24M0.5%N/A0.001%
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8/7/2026 Trust Co. of Vermont10,521$334K0.0%N/A0.000%
7/10/2026 Buska Wealth Management LLC29,448$934K0.3%+1.6%0.001%
7/10/2026 Abound Wealth Management23,929$759K0.2%-1.6%0.001%
7/10/2026 Investors Research Corp290,362$9.21M1.7%+3.6%0.009%
7/10/2026 Annex Advisory Services LLC182,569$5.79M0.1%-8.9%0.006%
7/10/2026 Heck Capital Advisors LLC10,695$339K0.0%-4.5%0.000%
7/10/2026 JFS Wealth Advisors LLC20,885$662K0.0%+245.1%0.001%
7/10/2026 DiNuzzo Private Wealth Inc.866$27K0.0%N/A0.000%
7/10/2026 Dagco Inc.822,011$26.07M4.8%+5.1%0.027%
7/10/2026 Canvas Wealth Advisors LLC401,118$12.72M1.8%+3.1%0.013%


SCHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,277 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 2,212 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. ($48.93M), Bank of America Corp DE ($42.22M), Rakuten Investment Management Inc. ($41.59M), Kingstone Capital Partners Texas LLC ($38.91M), LPL Financial LLC ($27.60M), Wealthspire Advisors LLC ($24.43M), and Raymond James Financial Inc. ($21.70M).

Institutional investors have bought a total of 158,835,949 shares in the last 24 months. This purchase volume represents approximately $4.41B in transactions.

Of the 984 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 ($18.29M), Wealthspire Advisors LLC ($14.75M), Cetera Investment Advisers ($10.83M), Ameriprise Financial Inc. ($5.49M), RMG Wealth Management LLC ($4.62M), Avantax Planning Partners Inc. ($4.60M), and Wealth Enhancement Advisory Services LLC ($4.38M).

Institutional investors have sold a total of 161,322,021 shares in the last 24 months. This volume of shares sold represents approximately $4.55B in transactions.


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Institutional ownership data for NYSEARCA:SCHD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/3/2026. New 13F filings are added each quarter as they're published.
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