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NYSEARCA:SCHD

Schwab US Dividend Equity ETF Institutional Ownership

$78.15
+0.72 (+0.93 %)
(As of 10/20/2021 03:59 PM ET)
Add
Today's Range
$77.40
$78.23
50-Day Range
$74.23
$78.13
52-Week Range
$54.26
$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)

 
Skip Chart & View Institutional Buying and Selling Data

Institutional Buying and Selling by Quarter


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

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/20/2021Tranquility Partners LLC10,512$0.78M0.4%+2.0%0.003%
10/20/2021Clarity Financial LLC56,199$4.17M0.7%+444.5%0.015%
10/20/2021Personal Wealth Partners7,167$0.53M0.2%+65.8%0.002%
10/20/2021Toth Financial Advisory Corp1,420$0.11M0.0%+166.4%0.000%
10/20/2021GPM Growth Investors Inc.40,168$2.98M1.6%+2.9%0.011%
10/20/2021Ledyard National Bank28,797$2.14M0.2%+28.8%0.008%
10/20/2021Csenge Advisory Group133,628$10.05M0.8%-0.9%0.035%
10/19/2021Kestra Advisory Services LLC598,318$44.42M0.4%+86.5%0.158%
10/19/2021Arkadios Wealth Advisors17,871$1.33M0.2%+300.5%0.005%
10/19/2021Stewardship Advisors LLC289,306$21.48M8.1%+3.1%0.077%
10/19/2021Acas LLC32,087$2.38M3.3%+4.6%0.008%
10/19/2021Vigilare Wealth Management3,011$0.22M0.1%N/A0.001%
10/19/2021JJJ Advisors Inc.440,092$32.67M11.5%+1.6%0.116%
10/19/2021Northwest Investment Counselors LLC65,651$4.87M1.4%+0.4%0.017%
10/19/2021Cambridge Advisors Inc.35,202$2.61M0.6%-0.6%0.009%
10/19/2021Gemmer Asset Management LLC1,701$0.13M0.0%+22.5%0.000%
10/19/2021Financial Consulate Inc.23,841$1.77M0.6%+4.9%0.006%
10/19/2021Reilly Financial Advisors LLC3,230$0.24M0.0%+302.7%0.001%
10/19/2021Stratos Wealth Partners LTD.49,706$3.69M0.1%+10.1%0.013%
10/19/2021Stratos Wealth Advisors LLC32,169$2.39M0.2%+299.7%0.009%
10/19/2021Fundamentun LLC199,457$14.81M2.6%+4.9%0.053%
10/19/2021Vivid Financial Management Inc.45,490$3.38M1.4%-3.3%0.012%
10/19/2021Pinnacle Associates Ltd.310,170$23.03M0.4%+18.1%0.082%
10/19/2021BLB&B Advisors LLC4,529$0.34M0.0%+30.3%0.001%
10/19/2021Planning Alternatives Ltd. ADV29,832$2.22M0.4%-4.9%0.008%
10/19/2021Ellevest Inc.4,670$0.35M0.0%-14.4%0.001%
10/19/2021UMA Financial Services Inc.24,788$1.91M0.5%+12.4%0.007%
10/19/2021RFG Advisory LLC42,496$3.16M0.3%+371.2%0.011%
10/19/2021Pacific Financial Group Inc.11,604$0.86M0.6%+9.0%0.003%
10/19/2021Capital Planning LLC72,543$5.39M2.2%+72.4%0.019%
10/18/2021Asset Dedication LLC29,129$2.16M0.3%+2.2%0.008%
10/18/2021Breiter Capital Management Inc.34,430$2.56M1.5%-3.1%0.009%
10/18/2021ACT Advisors LLC.217,741$16.17M12.5%+4.9%0.058%
10/18/2021Islay Capital Management LLC97,411$7.23M5.6%-19.0%0.026%
10/18/2021Walter & Keenan Financial Consulting Co. MI ADV7,950$0.59M0.2%+123.9%0.002%
10/18/2021Coastal Investment Advisors Inc.3,288$0.24M0.1%N/A0.001%
10/18/2021Gradient Investments LLC9,642$0.72M0.0%+15.6%0.003%
10/18/2021Reitz Capital Advisors LLC314,597$23.36M17.5%-7.0%0.083%
10/18/2021NBT Bank N A NY110,093$8.17M1.1%+1.3%0.029%
10/15/2021AdvisorNet Financial Inc130,629$9.70M0.7%-3.3%0.035%
10/15/2021Keystone Financial Planning Inc.1,119,291$83.10M30.2%-7.4%0.297%
10/15/2021Paradigm Strategies in Wealth Management LLC127,532$9.47M8.9%+1.4%0.034%
10/15/2021Baker Ellis Asset Management LLC143,758$10.83M2.1%N/A0.038%
10/15/2021Bard Financial Services Inc.449,733$33.39M3.0%+0.5%0.119%
10/15/2021Demars Financial Group LLC8,181$0.61M0.4%-14.7%0.002%
10/15/2021Bangor Savings Bank49,087$3.65M0.4%-7.2%0.013%
10/15/2021Juncture Wealth Strategies LLC88,418$6.56M3.5%+4.6%0.023%
10/15/2021Fifth Third Bancorp445,507$33.07M0.1%+24.2%0.118%
10/15/2021Meridian Wealth Management LLC17,798$1.32M0.2%+8.5%0.005%
10/15/2021Sheets Smith Wealth Management94,353$7.01M1.0%-2.2%0.025%
10/15/2021Taylor Cottrill Erickson & Associates Inc.258,842$19.22M2.7%-0.1%0.069%
10/15/2021NEXT Financial Group Inc21,201$1.57M0.1%+0.7%0.006%
10/14/2021Stony Point Wealth Management Inc.19,346$1.44M0.9%-8.9%0.005%
10/14/2021Private Advisor Group LLC355,236$26.37M0.2%+69.9%0.094%
10/14/2021Adams Chetwood Wealth Management LLC133,454$9.91M7.2%-10.0%0.035%
10/14/2021Great Valley Advisor Group Inc.7,516$0.56M0.0%-4.4%0.002%
10/14/2021RHS Financial LLC32,430$2.41M1.8%-14.8%0.009%
10/14/2021Latitude Advisors LLC29,250$2.17M0.7%+104.9%0.008%
10/14/2021MADDEN SECURITIES Corp37,796$2.81M1.5%+4.6%0.010%
10/14/2021Red Door Wealth Management LLC57,455$4.27M1.6%+0.4%0.015%
10/14/2021Manning & Napier Group LLC234,460$17.41M0.1%+3.4%0.062%
10/14/2021Livingston Group Asset Management CO operating as Southport Capital Management 32,957$2.45M1.0%-1.3%0.009%
10/14/2021TIAA FSB12,482$0.93M0.0%+9.6%0.003%
10/14/2021Pacific Wealth Strategies Group Inc.34,342$2.55M0.9%+0.9%0.009%
10/14/2021Winthrop Advisory Group LLC137,533$10.21M2.3%-0.4%0.037%
10/14/2021Appleton Partners Inc. MA4,093$0.30M0.0%+19.1%0.001%
10/14/2021SevenBridge Financial Group LLC107,564$7.99M2.7%+1.1%0.029%
10/14/2021Marino Stram & Associates LLC6,078$0.45M0.2%-57.0%0.002%
10/14/2021Archford Capital Strategies LLC17,352$1.29M0.3%N/A0.005%
10/14/2021Procyon Private Wealth Partners LLC2,941$0.22M0.1%N/A0.001%
10/14/2021Genesee Capital Advisors LLC3,448$0.26M0.1%N/A0.001%
10/14/2021Aprio Wealth Management LLC6,323$0.47M0.2%-32.0%0.002%
10/14/2021Capital Asset Advisory Services LLC6,183$0.46M0.1%-4.3%0.002%
10/14/2021BEAM Asset Management LLC14,574$1.08M0.9%+8.2%0.004%
10/13/2021Nadler Financial Group Inc.107,251$7.96M1.3%+30.7%0.029%
10/13/2021Pacific Edge Advisors LLC38,510$2.86M1.4%-5.0%0.010%
10/13/2021Alpha Omega Wealth Management LLC80,022$5.94M1.0%+2.0%0.021%
10/13/2021Kiley Juergens Wealth Management LLC79,303$5.89M2.6%+11.1%0.021%
10/13/2021Asset Management Corp IL ADV8,458$0.63M0.3%+155.5%0.002%
10/13/2021Everhart Financial Group Inc.63,480$4.71M3.2%+3.0%0.017%
10/13/2021Wipfli Financial Advisors LLC116,426$8.64M1.1%-1.7%0.031%
10/13/2021Teamwork Financial Advisors LLC34,773$2.58M0.5%-1.3%0.009%
10/13/2021DT Investment Partners LLC245,207$18.20M2.4%+5.4%0.065%
10/13/2021Gofen & Glossberg LLC IL3,705$0.28M0.0%+5.9%0.001%
10/13/2021Joseph P. Lucia & Associates LLC21,430$1.59M0.9%+43.1%0.006%
10/13/2021Cypress Wealth Services LLC25,493$1.89M0.6%+8.1%0.007%
10/13/2021Soundmark Wealth Management LLC6,618$0.49M0.2%-6.2%0.002%
10/13/2021Evanson Asset Management LLC12,254$0.92M0.1%+7.1%0.003%
10/13/2021Vista Private Wealth Partners. LLC152,494$11.32M4.7%+2.5%0.041%
10/13/2021BFT Financial Group LLC245,485$18.23M3.4%+50.7%0.065%
10/13/2021Private Capital Group LLC12,577$0.93M0.2%-1.1%0.003%
10/13/2021Capital Investment Advisors LLC26,677$1.98M0.1%+1.9%0.007%
10/12/2021Koshinski Asset Management Inc.267,110$19.83M1.7%+45.5%0.071%
10/12/2021Benchmark Wealth Management LLC65,564$4.87M3.4%-8.0%0.017%
10/12/2021Arden Trust Co50,324$3.74M0.6%-2.2%0.013%
10/12/2021Acropolis Investment Management LLC3,993$0.28M0.0%+19.0%0.001%
10/12/2021CRA Financial Services LLC166,658$12.37M4.2%+9.1%0.044%
10/12/2021Marquette Asset Management LLC285,964$21.23M4.8%-0.5%0.076%
10/12/2021McElhenny Sheffield Capital Management LLC3,180$0.24M0.1%N/A0.001%
10/12/2021Kohmann Bosshard Financial Services LLC298,290$22.15M4.9%+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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