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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$34.52 +0.09 (+0.26%)
As of 08/14/2026 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)
1251
Total
Institutional Inflows
(last 12 months)
$4.38B
Number of
Institutional Sellers
(last 12 months)
986
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
8/15/2026 First Bancorp Inc ME 2,375$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%
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$9.21M1.6%+3.6%0.010%
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%
7/10/2026 Arkfeld Wealth Strategies L.L.C.6,843$221K0.1%N/A0.000%
7/10/2026 Fiduciary Financial Group LLC8,733$277K0.0%+5.3%0.000%
7/10/2026 HRC Wealth Management LLC274,610$8.71M3.6%+0.8%0.009%
7/10/2026 Lederer & Associates Investment Counsel CA30,660$972K0.6%+23.1%0.001%
7/10/2026 Charles Schwab Trust Co458,590$14.54M0.8%-0.4%0.015%
7/10/2026 Financial Designs Corp125,694$3.99M2.1%+4.3%0.004%
7/10/2026 Scott Capital Advisors LLC1,718,381$54.49M8.5%-0.6%0.057%
7/10/2026 Spinnaker Investment Group LLC1,933,604$61.32M9.8%+12.7%0.064%
7/10/2026 Fulcrum Equity Management46,574$1.48M1.1%-38.8%0.002%
7/10/2026 KMG Fiduciary Partners LLC39,540$1.25M0.1%+11.3%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.325,850$10.33M1.0%-48.8%0.011%
7/10/2026 Sherman Wealth Management LLC18,359$582K0.4%-3.1%0.001%
7/10/2026 LVM Capital Management Ltd. MI150,001$4.76M0.4%+3.8%0.005%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors59,471$1.89M0.2%+4.2%0.002%
7/10/2026 Fulton Bank N.A.28,694$910K0.0%+8.7%0.001%
7/10/2026 Wealthcare Advisory Partners LLC746,454$23.67M0.4%+4.1%0.025%
7/10/2026 Warner Financial Inc.120,114$3.81M1.1%+0.6%0.004%
7/9/2026 Kraft Davis & Associates LLC17,193$557K0.1%-3.3%0.001%
7/9/2026 Key Client Fiduciary Advisors LLC22,000$698K0.2%+16.8%0.001%
7/9/2026 Asset Advisory Group Inc.242,951$7.70M3.4%+1.1%0.008%
7/9/2026 Centurion Wealth Management LLC54,649$1.73M0.4%+3.6%0.002%
7/9/2026 Bay Rivers Group21,870$694K0.2%+17.1%0.001%
7/9/2026 Matrix Trust Co264,820$8.40M1.2%-2.7%0.009%
7/9/2026 Tenzing Financial LLC116,735$3.76M2.6%-1.3%0.004%
7/9/2026 CPA Asset Management Group LLC203,302$6.45M1.9%+588.9%0.007%
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7/9/2026 Barry Investment Advisors LLC326,312$10.35M2.2%+29.9%0.011%
7/9/2026 Friday Financial363,808$11.84M3.2%+9.8%0.012%
7/9/2026 World Equity Group Inc.58,549$1.86M0.4%-1.7%0.002%
7/9/2026 Focus Financial Network Inc.1,818,289$57.66M1.8%-8.3%0.060%
7/9/2026 Wealthcare Capital Management LLC96,275$3.05M0.3%+27.8%0.003%
7/9/2026 IFC & Insurance Marketing Inc.17,067$541K0.5%+95.5%0.001%
7/9/2026 Great Waters Wealth Management77,319$2.45M0.2%-4.3%0.003%
7/9/2026 Whitaker Myers Wealth Managers LTD.1,042,013$33.04M5.5%+6.3%0.034%
7/9/2026 GoalVest Advisory LLC10,936$347K0.1%-6.3%0.000%
7/9/2026 Tactive Advisors LLC6,437$204K0.1%N/A0.000%
7/9/2026 Sax Wealth Advisors LLC39,444$1.21M0.0%+146.0%0.001%
7/9/2026 Ehrlich Financial Group51,142$1.62M0.8%+9.8%0.002%
7/9/2026 Adamsbrown Wealth Consultants LLC420,897$13.35M2.5%-1.8%0.014%
7/9/2026 Lexington Hill Partners LLC180,561$5.73M2.8%+34.8%0.006%
7/9/2026 Pine Haven Investment Counsel Inc18,219$578K0.4%+7.1%0.001%
7/9/2026 Sunburst Financial Group LLC428,381$13.58M2.2%-1.1%0.014%
7/9/2026 Agate Pass Investment Management LLC57,979$1.84M0.7%-3.9%0.002%
7/9/2026 Valeo Financial Advisors LLC78,826$2.50M0.1%+17.2%0.003%
7/9/2026 Private Wealth Group LLC7,659$243K0.1%N/A0.000%
7/9/2026 Worth Asset Management LLC15,416$489K0.2%-2.4%0.001%
7/8/2026 Gradient Investments LLC61,957$1.97M0.0%+13.9%0.002%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.4,623$147K0.1%-19.3%0.000%
7/8/2026 Colorado Capital Management Inc.40,545$1.29M0.4%+4.1%0.001%
7/8/2026 Strategic Investment Solutions Inc. IL132,920$4.26M1.0%+24.0%0.004%
7/8/2026 First Heartland Consultants Inc.139,657$4.43M0.3%+3.8%0.005%
7/8/2026 Kwmg LLC8,804$279K0.0%+11.9%0.000%
7/8/2026 MFG Wealth Management Inc.64,208$2.04M1.5%-11.9%0.002%
7/8/2026 Teamwork Financial Advisors LLC63,486$2.01M0.2%+1.7%0.002%
7/8/2026 TrueWealth Advisors LLC165,674$5.25M1.2%+1.0%0.005%
7/8/2026 Scott & Selber Inc.95,611$3.03M0.6%-1.0%0.003%
7/8/2026 Palouse Capital Management Inc.8,738$277K0.2%+137.7%0.000%
7/8/2026 Cooper Financial Group28,701$910K0.1%-10.8%0.001%
7/8/2026 Factor Wealth Management LTD78,334$2.48M0.4%+45.8%0.003%
7/8/2026 RVW Wealth LLC136,106$4.32M0.3%+9.5%0.004%
7/8/2026 Castle Rock Wealth Management LLC12,065$384K0.1%+10.5%0.000%
7/8/2026 Attessa Capital LLC44,010$1.40M0.6%-1.2%0.001%
7/8/2026 Elmwood Wealth Management Inc.48,625$1.54M0.4%+32.0%0.002%
7/8/2026 Elevation Wealth Partners LLC137,173$4.35M1.3%+0.4%0.005%
7/8/2026 Apella Capital LLC40,488$1.32M0.0%-4.7%0.001%
7/8/2026 Westmount Partners LLC8,084$256K0.1%N/A0.000%
7/8/2026 Byrne Asset Management LLC806$26K0.0%N/A0.000%
7/8/2026 Clark Asset Management LLC17,079$542K0.0%+104.5%0.001%
7/8/2026 Stonehearth Capital Management LLC969,332$30.74M10.5%+50.7%0.032%
7/8/2026 Evanson Financial LLC74,231$2.35M0.1%N/A0.002%
7/8/2026 Hardin Capital Partners LLC15,066$479K0.2%+57.7%0.000%
7/8/2026 Thrive Wealth Management LLC59,845$1.90M0.2%+13.4%0.002%
7/7/2026 Fermata Advisors LLC88,768$2.82M0.6%+12.2%0.003%
7/7/2026 SFM LLC127,787$4.05M2.1%-10.2%0.004%
7/7/2026 Integral Investment Advisors Inc.383,686$12.17M2.7%+5.5%0.013%
7/7/2026 DMKC Advisory Services LLC468,762$14.86M2.8%+32.3%0.016%
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7/7/2026 Balefire LLC35,973$1.14M0.2%+39.9%0.001%
7/7/2026 Dynamic Advisor Solutions LLC283,307$8.98M0.3%+4.5%0.009%
7/7/2026 Graves Light Lenhart Wealth Inc.666,565$21.14M2.0%-1.0%0.022%
7/7/2026 Martin Capital Partners LLC20,097$637K0.2%-6.4%0.001%
7/7/2026 Avior Wealth Management LLC387,669$12.29M0.3%-7.1%0.013%
7/7/2026 Value Investment Professionals LLC24,845$788K0.7%N/A0.001%
7/7/2026 Crescent Sterling Ltd.277,997$8.82M7.9%+3.0%0.009%
7/7/2026 Harbor Investment Advisory LLC14,096$447K0.0%-2.3%0.000%
7/7/2026 Waller Financial Planning Group Inc.642,281$20.37M4.2%-13.7%0.021%
7/7/2026 CGN Advisors LLC26,485$840K0.1%-2.3%0.001%


SCHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,255 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 2,192 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 158,164,440 shares in the last 24 months. This purchase volume represents approximately $4.38B in transactions.

Of the 986 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 161,408,160 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 8/15/2026. New 13F filings are added each quarter as they're published.
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