Go Pro
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free SCHD Stock Alerts

Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$33.29 0.00 (0.00%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
1371
Total
Institutional Inflows
(last 12 months)
$4.84B
Number of
Institutional Sellers
(last 12 months)
1045
Total
Institutional Outflows
(last 12 months)
$5.18B
Get SCHD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab US Dividend Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHD Institutional Buying and Selling by Quarter

Schwab US Dividend Equity ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
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%
7/7/2026 PPS&V Asset Management Consultants Inc.317,313$10.06M5.4%+2.7%0.011%
7/7/2026 CoreCap Advisors LLC87,675$2.78M0.1%-49.8%0.003%
7/7/2026 First Financial Corp IN18,917$600K0.2%-5.3%0.001%
7/7/2026 Howard Financial Services LTD.1,953,598$61.95M6.2%+0.4%0.065%
7/6/2026 Bangor Savings Bank76,656$2.43M0.2%-1.1%0.003%
7/6/2026 MJT & Associates Financial Advisory Group Inc.762,215$24.17M16.0%+0.7%0.025%


SCHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,272 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 2,204 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 ($27.94M), Wealthspire Advisors LLC ($24.43M), and Raymond James Financial Inc. ($21.70M).

Institutional investors have bought a total of 175,645,365 shares in the last 24 months. This purchase volume represents approximately $4.84B in transactions.

Of the 1,045 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 ($21.97M), Wealthspire Advisors LLC ($15.32M), Cetera Investment Advisers ($10.83M), Ameriprise Financial Inc. ($8.24M), Raymond James Financial Inc. ($5.68M), RMG Wealth Management LLC ($4.62M), and Avantax Planning Partners Inc. ($4.60M).

Institutional investors have sold a total of 185,070,870 shares in the last 24 months. This volume of shares sold represents approximately $5.18B in transactions.


Related Companies

This page (NYSEARCA:SCHD) was last updated on 7/27/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel