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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1753
Total
Institutional Inflows
(last 12 months)
$15.77B
Number of
Institutional Sellers
(last 12 months)
711
Total
Institutional Outflows
(last 12 months)
$1.11B
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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
6/13/2025Optima Capital LLC91,691$2.56M1.6%+17.9%0.004%
6/6/2025 eCIO Inc.814,757$22.78M7.6%N/A0.031%
6/3/2025 Invst LLC26,004$727K0.1%-6.3%0.001%
6/2/2025 Modern Wealth Management LLC193,238$5.40M0.2%-66.5%0.007%
5/28/2025 Jones Financial Companies Lllp2,082,694$57.44M0.1%+43.1%0.080%
5/28/2025 Vista Cima Wealth Management LLC137,567$3.85M2.8%+3.4%0.005%
5/28/2025 Intrua Financial LLC150,950$4.22M0.6%-6.8%0.006%
5/27/2025 Jacobi Capital Management LLC106,037$2.97M0.2%-3.3%0.004%
5/27/2025 Advisors Capital Management LLC152,193$4.26M0.1%-22.4%0.006%
5/27/2025 SWS Partners31,456$880K0.3%-10.6%0.001%
5/22/2025 Rollins Financial Advisors LLC161,948$4.53M0.8%-4.0%0.006%
5/21/2025 Westbourne Investments Inc.52,428$1.47M0.9%+2.2%0.002%
5/21/2025 McAdam LLC147,173$4.12M0.3%+1.4%0.006%
5/21/2025 Geneos Wealth Management Inc.67,567$1.89M0.1%-8.0%0.003%
5/21/2025 Schmidt P J Investment Management Inc.28,215$789K0.1%-12.0%0.001%
5/20/2025 Blue Rock Wealth Management LLC11,878$332K0.3%-92.3%0.000%
5/20/2025 Belpointe Asset Management LLC244,568$6.84M0.4%+64.0%0.009%
5/20/2025 Focus Partners Wealth1,486,458$41.56M0.1%+19.5%0.057%
5/20/2025 Integrity Alliance LLC.58,672$1.64M0.1%N/A0.002%
5/20/2025 Anchor Investment Management LLC114,537$3.20M0.3%-0.4%0.004%
5/20/2025 Glenview Trust co7,531$211K0.0%-28.2%0.000%
5/20/2025 Chokshi & Queen Wealth Advisors Inc14,620$409K0.2%-7.1%0.001%
5/20/2025 Aspen Investment Management Inc16,972$475K0.2%+14.4%0.001%
5/20/2025 Security National Bank of Sioux City Iowa IA11,070$310K0.2%+17.1%0.000%
5/19/2025 SageView Advisory Group LLC11,480$321K0.0%+18.2%0.000%
5/19/2025 Advisory Alpha LLC546,435$15.28M0.5%+11.7%0.021%
5/19/2025 Trinity Financial Advisors LLC462,582$12.37M4.5%+3.8%0.018%
5/19/2025 Game Plan Financial Advisors LLC155,446$4.35M2.1%+4.2%0.006%
5/19/2025 Client 1ST Advisory Group LLC9,615$269K0.1%N/A0.000%
5/19/2025 SCS Capital Management LLC301,780$8.44M0.1%N/A0.012%
5/19/2025 Legacy Advisory Services LLC12,066$337K0.3%N/A0.000%
5/16/2025 Empowered Funds LLC287,060$8.03M0.1%+5,693.3%0.011%
5/16/2025 Faithward Advisors LLC24,947$698K0.1%-19.3%0.001%
5/16/2025 Arete Wealth Advisors LLC29,015$811K0.1%-3.7%0.001%
5/16/2025 Great Lakes Advisors LLC46,083$1.29M0.0%-57.2%0.002%
5/16/2025 Bell Investment Advisors Inc359,978$10.07M1.9%+1.5%0.014%
5/16/2025 Signature Estate & Investment Advisors LLC502,937$14.06M0.4%+3.3%0.019%
5/16/2025 Goldman Sachs Group Inc.592,953$16.58M0.0%+35.6%0.023%
5/16/2025 Kestra Investment Management LLC39,615$1.11M0.0%+61.3%0.002%
5/16/2025 Cape Investment Advisory Inc.166,047$4.64M1.8%+2.7%0.006%
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5/16/2025 Obsidian Personal Planning Solutions LLC414,778$10.71M4.8%+70.2%0.016%
5/16/2025 Coordinated Financial Services Inc. CO100,908$2.82M2.2%N/A0.004%
5/16/2025 Sepio Capital LP12,829$359K0.0%+10.5%0.000%
5/16/2025 Raab & Moskowitz Asset Management LLC67,668$1.89M0.5%+1.2%0.003%
5/16/2025 Plancorp LLC268,922$7.52M0.3%+443.9%0.010%
5/16/2025 National Wealth Management Group LLC14,973$419K0.3%+29.9%0.001%
5/16/2025 NewEdge Advisors LLC940,551$26.30M0.2%+1.4%0.036%
5/16/2025 Integrated Wealth Concepts LLC747,731$20.91M0.2%-6.1%0.029%
5/16/2025 Investmark Advisory Group LLC19,189$537K0.3%-9.0%0.001%
5/16/2025 Greenline Partners LLC3,109$87K0.0%N/A0.000%
5/16/2025 Clifford Group LLC7,358$206K0.2%-99.0%0.000%
5/16/2025 Curi RMB Capital LLC735,185$20.56M0.5%-10.6%0.028%
5/16/2025 AQR Capital Management LLC197,374$5.52M0.0%+92.7%0.008%
5/16/2025 AlphaQ Advisors LLC22,673$634K1.5%+3.7%0.001%
5/16/2025 Ancora Advisors LLC29,256$818K0.0%-11.3%0.001%
5/16/2025 Aprio Wealth Management LLC83,678$2.34M0.3%-5.3%0.003%
5/15/2025 Promethium Advisors LLC22,329$624K0.4%-7.3%0.001%
5/15/2025 Rench Wealth Management Inc.29,166$815K0.3%-4.3%0.001%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.343,446$9.60M1.5%-2.4%0.013%
5/15/2025 EP Wealth Advisors LLC189,094$5.29M0.0%-3.6%0.007%
5/15/2025 GW Henssler & Associates Ltd.17,058$477K0.0%+97.2%0.001%
5/15/2025 Capital Investment Counsel LLC123,534$3.45M0.6%+1.8%0.005%
5/15/2025 Core Wealth Advisors Inc.59,353$1.66M0.5%+11.2%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC1,458,345$40.78M0.6%-0.1%0.056%
5/15/2025 First Financial Bankshares Inc38,990$1.09M0.0%+199.7%0.001%
5/15/2025 Ameriflex Group Inc.47,403$1.33M0.5%-1.7%0.002%
5/15/2025 Flputnam Investment Management Co.85,710$2.40M0.0%+241.4%0.003%
5/15/2025 Royal Bank of Canada9,164,874$256.25M0.1%+0.9%0.352%
5/15/2025 Betterment LLC145,849$4.08M0.0%+49.8%0.006%
5/15/2025 Weitzel Financial Services Inc.594,173$15.88M7.6%-1.0%0.023%
5/15/2025 Cura Wealth Advisors LLC11,941$334K0.1%+6.8%0.000%
5/15/2025 MAI Capital Management2,143,256$59.93M0.5%+0.2%0.082%
5/15/2025 Brasada Capital Management LP27,552$770K0.1%-3.6%0.001%
5/15/2025 FRG Family Wealth Advisors LLC354,125$9.90M1.9%+0.2%0.014%
5/15/2025 Second Line Capital LLC8,250$231K0.1%+6.2%0.000%
5/15/2025 Hayek Kallen Investment Management30,681$858K0.3%-6.4%0.001%
5/15/2025 Centric Wealth Management203,623$5.69M1.5%+3.6%0.008%
5/15/2025 Connecticut Wealth Management LLC29,163$815K0.0%N/A0.001%
5/15/2025 Certior Financial Group LLC262,681$7.35M5.9%+59.0%0.010%
5/15/2025 Insight Wealth Partners LLC30,478$852K0.1%-6.2%0.001%
5/15/2025 Titleist Asset Management LLC169,954$4.75M0.5%+110.4%0.007%
5/15/2025 Baird Financial Group Inc.4,388,473$122.70M0.2%-0.1%0.169%
5/15/2025 Pinnacle Wealth Planning Services Inc.13,773$385K0.1%+11.0%0.001%
5/15/2025 Activest Wealth Management6,974$195K0.1%-6.1%0.000%
5/15/2025 Vident Advisory LLC93,124$2.60M0.0%-1.5%0.004%
5/15/2025 Vermillion & White Wealth Management Group LLC104,581$2.92M2.1%+4,560.5%0.004%
5/15/2025 WPG Advisers LLC173,923$4.86M4.5%N/A0.007%
5/15/2025 TD Capital Management LLC20,027$560K0.1%+48.2%0.001%
5/15/2025 Gerber Kawasaki Wealth & Investment Management1,926,141$53.86M2.4%+0.9%0.074%
5/15/2025 Graney & King LLC65,466$1.83M1.4%-2.8%0.003%
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why you need to get OUT of cash, and exactly where to move your money to instead.
5/15/2025 Northstar Financial Companies Inc.20,069$561K0.6%-5.0%0.001%
5/15/2025 Oarsman Capital Inc.28,925$809K0.1%-3.3%0.001%
5/15/2025 D L Carlson Investment Group Inc.9,286$260K0.0%-23.0%0.000%
5/15/2025 Eisler Capital Management Ltd.7,992$223K0.0%N/A0.000%
5/14/2025 Delta Investment Management LLC8,695$243K0.0%+8.9%0.000%
5/14/2025 Paces Ferry Wealth Advisors LLC448,888$12.55M6.2%+4.7%0.017%
5/14/2025 Note Advisors LLC54,476$1.52M1.3%+12.6%0.002%
5/14/2025 Valley Financial Group Inc.35,466$992K0.7%-6.2%0.001%
5/14/2025 Ieq Capital LLC224,357$6.27M0.0%+214.3%0.009%
5/14/2025 CreativeOne Wealth LLC349,872$9.78M0.3%+283.4%0.013%
(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, 2,070 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.36B), LPL Financial LLC ($1.08B), Wealthspire Advisors LLC ($826.35M), Charles Schwab Investment Advisory Inc. ($783.83M), Avantax Advisory Services Inc. ($772.84M), Raymond James Financial Inc. ($592.74M), and Morgan Stanley ($576.18M).Learn more on SCHD's institutional investors.

Which institutional investors have been buying Schwab US Dividend Equity ETF stock?

Of the 1,981 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 ($42.22M), LPL Financial LLC ($29.10M), Sumitomo Life Insurance Co. ($26.82M), Wealthspire Advisors LLC ($24.43M), Raymond James Financial Inc. ($21.70M), Avantax Advisory Services Inc. ($19.72M), and Envestnet Asset Management Inc. ($13.75M).

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

Institutional investors have bought a total of 633,346,476 shares in the last 24 months. This purchase volume represents approximately $17.20B in transactions.

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

Of the 1,087 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: Sumitomo Life Insurance Co. ($8.25M), D.A. Davidson & CO. ($1.66M), Envestnet Asset Management Inc. ($1.58M), Kestra Advisory Services LLC ($1.50M), Ameriprise Financial Inc. ($1.36M), Heck Capital Advisors LLC ($1.36M), and Independent Advisor Alliance ($1.36M).

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

Institutional investors have sold a total of 73,252,759 shares in the last 24 months. This volume of shares sold represents approximately $1.94B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 6/16/2025 by MarketBeat.com Staff
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