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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$27.02 -0.12 (-0.44%)
Closing price 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)
1771
Total
Institutional Inflows
(last 12 months)
$16.90B
Number of
Institutional Sellers
(last 12 months)
741
Total
Institutional Outflows
(last 12 months)
$1.55B
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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
7/18/2025Cooper Financial Group632,513$16.76M2.0%+6.7%0.024%
7/18/2025Alley Investment Management Company LLC14,570$386K0.0%-4.6%0.001%
7/18/2025Financial Consulate Inc.799,472$21.19M4.2%+2.6%0.031%
7/18/2025Truist Financial Corp3,761,756$99.69M0.1%+5.3%0.144%
7/18/2025Powers Advisory Group LLC665,788$17.64M7.8%-2.2%0.026%
7/18/2025Pennsylvania Capital Management Inc. ADV88,342$2.34M0.7%-5.5%0.003%
7/17/2025MBA Advisors LLC302,698$8.02M3.7%+6.3%0.012%
7/17/2025Trivium Point Advisory LLC35,093$930K0.1%-8.0%0.001%
7/17/2025Emerald Advisors LLC132,607$3.51M0.5%+4.7%0.005%
7/17/2025Greenhouse Wealth Management LLC25,737$682K0.4%-1.8%0.001%
7/17/2025Robbins Farley295,635$7.83M3.6%+4.6%0.011%
7/17/2025Mainsail Financial Group LLC127,314$3.42M1.6%N/A0.005%
7/17/2025Greenleaf Trust8,739$232K0.0%-9.3%0.000%
7/17/2025Halbert Hargrove Global Advisors LLC2,604$69K0.0%-12.7%0.000%
7/17/2025XML Financial LLC420,582$11.15M1.0%+1.2%0.016%
7/17/2025HCR Wealth Advisors7,937$210K0.0%+10.4%0.000%
7/17/2025 Capital Investment Advisors LLC166,576$4.41M0.1%+32.1%0.006%
7/17/2025HB Wealth Management LLC1,439,980$38.16M0.3%-5.5%0.055%
7/17/2025Janney Capital Management LLC67,892$1.80M0.1%-1.2%0.003%
7/17/2025Janney Montgomery Scott LLC1,140,296$30.22M0.1%+2.3%0.044%
7/17/2025Venture Visionary Partners LLC1,273,322$33.74M1.3%-1.3%0.049%
7/17/2025Smith Anglin Financial LLC123,593$3.28M0.3%-3.2%0.005%
7/17/2025Cyr Financial Inc.234,041$6.20M4.8%+9.2%0.009%
7/17/2025Baron Silver Stevens Financial Advisors LLC184,748$4.90M0.8%-4.9%0.007%
7/17/2025Montis Financial LLC498,216$13.20M3.7%+31.2%0.019%
7/17/2025Fifth Third Securities Inc.148,647$3.94M0.3%-4.3%0.006%
7/17/2025Prepared Retirement Institute LLC551,977$14.63M8.6%+2.0%0.021%
7/17/2025GC Wealth Management RIA LLC12,894$342K0.0%+28.5%0.000%
7/17/2025Enclave Advisors LLC88,531$2.35M0.4%-5.8%0.003%
7/17/2025Olympus Wealth Management LLC478,107$12.67M4.3%+10.3%0.018%
7/17/2025Albion Financial Group UT882,802$23.39M1.5%+56.5%0.034%
7/17/2025Sound Income Strategies LLC6,219$165K0.0%-18.7%0.000%
7/17/2025Vermillion Wealth Management Inc.140,016$3.71M1.8%+10.8%0.005%
7/17/2025Scott & Selber Inc.97,224$2.58M0.7%-1.1%0.004%
7/17/2025Global Trust Asset Management LLC13,465$357K0.2%+76.6%0.001%
7/17/2025Investment Advisory Services Inc. TX ADV357,030$9.46M3.2%-30.3%0.014%
7/17/2025Smith Salley Wealth Management8,405$223K0.0%-72.2%0.000%
7/17/2025Johnson & White Wealth Management LLC292,611$7.75M3.9%+5.9%0.011%
7/17/2025San Luis Wealth Advisors LLC51,656$1.37M0.3%+8.8%0.002%
7/17/2025Grandview Asset Management LLC11,589$307K0.1%-4.6%0.000%
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7/17/2025Beacon Capital Management LLC24,098$639K0.1%-9.3%0.001%
7/17/2025Patton Albertson Miller Group LLC17,431$462K0.1%-9.0%0.001%
7/17/2025Sonora Investment Management Group LLC39,160$1.04M0.1%+9.9%0.002%
7/17/2025Barry Investment Advisors LLC207,441$5.50M1.4%+4.6%0.008%
7/17/2025Clay Northam Wealth Management LLC384,554$10.19M6.5%-1.5%0.015%
7/17/2025Worth Financial Advisory Group LLC125,626$3.33M2.0%+1.3%0.005%
7/17/2025Financial Designs Corp118,469$3.14M1.9%+2.0%0.005%
7/17/2025Avior Wealth Management LLC424,709$11.25M0.4%+1.0%0.016%
7/17/2025Clear Point Advisors Inc.27,202$721K0.6%-9.4%0.001%
7/17/2025XY Planning Network Inc.49,563$1.31M0.4%+20.0%0.002%
7/17/2025Charles Schwab Trust Co402,732$10.67M0.8%+12.7%0.015%
7/17/2025Hengehold Capital Management LLC956,120$25.34M2.3%+5.0%0.037%
7/17/2025Tiller Private Wealth Inc.22,619$600K0.2%-16.7%0.001%
7/17/2025SFM LLC116,257$3.08M2.0%+9.2%0.004%
7/17/2025Michels Family Financial LLC228,501$6.06M5.2%+0.7%0.009%
7/17/2025KG&L Capital Management LLC18,887$501K0.1%+64.1%0.001%
7/17/2025LVW Advisors LLC3,323,058$88.06M9.6%-6.1%0.127%
7/16/2025 Kiley Juergens Wealth Management LLC560,252$14.85M3.4%+3.9%0.021%
7/16/2025 Diversified Enterprises LLC4,560,879$120.86M9.0%+8.5%0.175%
7/16/2025 Cahaba Wealth Management Inc.16,018$424K0.0%N/A0.001%
7/16/2025 Squire Investment Management Company LLC34,359$911K0.3%+5.8%0.001%
7/16/2025 Townsend Asset Management Corp NC ADV63,177$1.67M0.6%-13.7%0.002%
7/16/2025 John W. Brooker & Co. CPAs87,308$2.40M5.6%-72.1%0.003%
7/16/2025 Brown Lisle Cummings Inc.8,960$237K0.1%+12.9%0.000%
7/16/2025 Valicenti Advisory Services Inc.29,508$782K0.2%+4.9%0.001%
7/16/2025 Advisors Management Group Inc. ADV113,960$3.02M0.6%-0.4%0.004%
7/16/2025 Signaturefd LLC19,991$530K0.0%-5.3%0.001%
7/16/2025 ORG Partners LLC281,347$7.61M1.6%-4.3%0.011%
7/16/2025 Gradient Capital Advisors LLC142,106$3.77M1.1%+4.5%0.005%
7/16/2025 Asset Allocation & Management Company LLC302,057$8.01M3.7%+1.6%0.012%
7/16/2025 Old Port Advisors248,194$6.58M1.8%+1.7%0.010%
7/16/2025 Kathmere Capital Management LLC7,873$209K0.0%N/A0.000%
7/16/2025 Arkansas Financial Group Inc.7,889$216K0.0%N/A0.000%
7/16/2025 Crowley Wealth Management Inc.6,160$163K0.1%+25.6%0.000%
7/16/2025 ST Germain D J Co. Inc.12,615$334K0.0%-11.2%0.000%
7/16/2025 MJT & Associates Financial Advisory Group Inc.586,061$15.53M20.0%+5.4%0.022%
7/16/2025 Spinnaker Investment Group LLC1,615,970$42.82M10.1%-7.0%0.062%
7/16/2025 New Insight Wealth Advisors580,869$15.39M6.3%-3.1%0.022%
7/16/2025 Novem Group20,362$540K0.1%-93.2%0.001%
7/16/2025 Embree Financial Group65,948$1.75M0.3%+1.3%0.003%
7/16/2025 Cresta Advisors Ltd.157,121$4.16M2.0%+12.4%0.006%
7/16/2025 Strategic Investment Solutions Inc. IL163,836$4.34M1.3%-15.4%0.006%
7/16/2025 Cambridge Advisors Inc.130,243$3.45M0.7%-15.2%0.005%
7/16/2025 LS Investment Advisors LLC162,105$4.30M0.6%-8.6%0.006%
7/16/2025 CX Institutional2,380$63K0.0%-81.9%0.000%
7/16/2025 Freestate Advisors LLC87,219$2.31M2.1%+6.0%0.003%
7/16/2025 MBE Wealth Management LLC185,079$4.91M2.1%+3.4%0.007%
7/16/2025 Register Financial Advisors LLC94,194$2.50M1.1%-6.2%0.004%
7/16/2025 Dakota Wealth Management511,699$13.56M0.3%-33.8%0.020%
7/16/2025 Perigon Wealth Management LLC180,071$4.77M0.1%-5.3%0.007%
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7/16/2025 Pacific Sage Partners LLC9,316$247K0.0%+6.4%0.000%
7/16/2025 Maridea Wealth Management LLC147,985$3.92M1.0%+306.1%0.006%
7/16/2025 Magnus Financial Group LLC28,648$759K0.1%+21.2%0.001%
7/16/2025 Leading Edge Financial Planning LLC16,564$439K0.1%+9.2%0.001%
7/16/2025 Plancorp LLC269,747$7.15M0.2%+0.3%0.010%
7/16/2025 Global Wealth Management LLC710,673$19.41M10.6%+3.0%0.027%
7/16/2025 Meridian Financial LLC364,231$9.65M6.2%+0.5%0.014%
7/16/2025 Exeter Financial LLC182,728$4.84M2.2%+5.1%0.007%
7/15/2025 FMA Wealth Management LLC96,113$2.55M1.9%+2.4%0.004%
7/15/2025 Oxinas Partners Wealth Management LLC135,669$3.60M1.8%+4.9%0.005%
(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, 2,074 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), Kingstone Capital Partners Texas LLC ($1.03B), Wealthspire Advisors LLC ($826.35M), Charles Schwab Investment Advisory Inc. ($783.83M), Avantax Advisory Services Inc. ($772.84M), and Raymond James Financial Inc. ($592.74M).Learn more on Schwab US Dividend Equity ETF's institutional investors.

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

Of the 1,987 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: Bank of America Corp DE ($42.22M), Kingstone Capital Partners Texas LLC ($38.91M), LPL Financial LLC ($29.10M), Sumitomo Life Insurance Co. ($26.82M), Wealthspire Advisors LLC ($24.43M), Raymond James Financial Inc. ($21.70M), and Avantax Advisory Services Inc. ($19.72M).

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

Institutional investors have bought a total of 619,481,813 shares in the last 24 months. This purchase volume represents approximately $16.91B in transactions.

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

Of the 745 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: Orgel Wealth Management LLC ($11.12M), Sumitomo Life Insurance Co. ($8.25M), Marquette Asset Management LLC ($1.71M), D.A. Davidson & CO. ($1.66M), Envestnet Asset Management Inc. ($1.55M), Kestra Advisory Services LLC ($1.40M), and Heck Capital Advisors LLC ($1.36M).

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

Institutional investors have sold a total of 56,626,390 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 7/18/2025 by MarketBeat.com Staff
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