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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$34.35 +0.25 (+0.73%)
Closing price 04:10 PM Eastern
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$34.34 -0.01 (-0.03%)
As of 04:35 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)
1318
Total
Institutional Inflows
(last 12 months)
$4.67B
Number of
Institutional Sellers
(last 12 months)
983
Total
Institutional Outflows
(last 12 months)
$4.86B
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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
10/16/2026KFG Wealth Management LLC127,824$4.16M0.5%+12.7%0.004%
10/16/2026ARS Wealth Advisors Group LLC16,026$521K0.0%+7.0%0.000%
10/16/2026Woodside Wealth Management LLC108,321$3.52M2.4%+7.5%0.003%
10/16/2026Cyr Financial Inc.13,252$431K0.2%-2.2%0.000%
10/16/2026Paradigm Strategies in Wealth Management LLC506,446$16.48M11.0%-17.0%0.015%
10/16/2026GenWealth Group Inc.19,860$646K0.1%+28.2%0.001%
10/16/2026TPG Advisors LLC130,421$4.24M2.2%-3.2%0.004%
10/16/2026Aspiriant LLC47,988$1.56M0.0%-96.3%0.001%
10/16/2026Perryman Financial Advisory Inc. AD165,249$5.38M0.7%N/A0.005%
10/16/2026Surience Private Wealth LLC179,961$5.85M6.0%+257.3%0.005%
10/16/2026Annex Advisory Services LLC203,954$6.64M0.1%N/A0.006%
10/16/2026Vanguard Capital Wealth Advisors38,880$1.27M0.9%+0.8%0.001%
10/16/2026Halbert Hargrove Global Advisors LLC2,217$72K0.0%N/A0.000%
10/16/2026Riverbend Wealth Management LLC7,012$228K0.1%+8.2%0.000%
10/16/2026Milestone Asset Management LLC162,920$5.30M0.8%+163.0%0.005%
10/16/2026Andrews Advisory Associates LLC154,583$5.03M2.3%-1.1%0.005%
10/16/2026KOM Wealth Management Group LLC25,981$845K0.4%N/A0.001%
10/16/2026NFSG Corp5,094$166K0.0%+79.8%0.000%
10/16/2026Guyasuta Investment Advisors Inc.125,931$4.10M0.2%N/A0.004%
10/16/2026Columbia Advisory Partners LLC80,139$2.61M1.4%-3.8%0.002%
10/15/2026Whitener Capital Management Inc.68,218$2.22M0.4%N/A0.002%
10/15/2026R2 Capital Strategies LLC29,053$945K0.4%+4.2%0.001%
10/15/2026Uptown Financial Advisors LLC15,066$490K0.4%+18.2%0.000%
10/15/2026YANKCOM Partnership4,845$158K0.1%-40.4%0.000%
10/15/2026Fortitude Advisory Group L.L.C.24,954$812K0.3%+21.9%0.001%
10/15/2026First Merchants Corp191,136$6.22M0.2%N/A0.006%
10/15/2026AdvisorNet Financial Inc901,801$30.40M1.4%-4.8%0.027%
10/15/2026Global Wealth Management LLC573,284$18.65M10.1%-8.8%0.017%
10/15/2026Saxony Capital Management LLC33,366$1.09M0.4%N/A0.001%
10/15/2026Weaver Capital Management LLC3,079$100K0.0%N/A0.000%
10/15/2026WealthPLAN Partners LLC198,867$6.47M1.2%N/A0.006%
10/15/2026RDA Financial Network74,538$2.43M0.5%-5.2%0.002%
10/15/2026Summit Financial Wealth Advisors LLC1,961,363$63.80M7.9%N/A0.059%
10/15/2026LifeSteps Financial Inc.117,518$3.82M1.9%-0.5%0.004%
10/15/2026Charles Schwab Trust Co466,781$15.18M0.9%+1.8%0.014%
10/15/2026Turtle Creek Wealth Advisors LLC3,695$120K0.0%N/A0.000%
10/15/2026WealthPlan Investment Management LLC377,019$12.26M0.6%-0.8%0.011%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors46,198$1.50M0.1%+8.1%0.001%
10/15/2026Orgel Wealth Management LLC272,367$8.86M0.2%-7.2%0.008%
10/15/2026Kellett Wealth Advisors LLC637,860$20.75M8.2%+74.8%0.019%
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10/15/2026HBW Advisory Services LLC269,029$8.75M0.8%-19.2%0.008%
10/15/2026Colorado Capital Management Inc.39,514$1.29M0.5%-2.5%0.001%
10/15/2026KG Capital Management76,416$2.49M1.6%+19.7%0.002%
10/15/2026VMS Asset Management Limited301,970$9.82M3.8%N/A0.009%
10/15/2026Howard Financial Services LTD.1,962,559$63.84M6.7%+3.1%0.059%
10/15/2026ZWJ Investment Counsel Inc.6,318$206K0.0%N/A0.000%
10/15/2026Triangle Securities Wealth Management7,148$233K0.0%N/A0.000%
10/15/2026Mather Group LLC.31,554$1.03M0.0%N/A0.001%
10/15/2026Hudock Inc.129,444$4.21M0.5%-3.3%0.004%
10/15/2026Strategy Asset Managers LLC36,696$1.19M0.2%+4.3%0.001%
10/15/2026Godsey & Gibb Inc.11,840$385K0.0%N/A0.000%
10/14/2026Wolfstich Capital LLC46,813$1.54M0.6%+8.3%0.001%
10/14/2026Mezzasalma Advisors LLC24,675$803K0.2%+11.9%0.001%
10/14/2026Tenon Financial LLC23,872$777K0.2%+3.2%0.001%
10/14/2026Tempus Wealth Planning LLC20,100$654K0.1%N/A0.001%
10/14/2026Union Savings Bank3,337$109K0.0%+18.2%0.000%
10/14/2026Triumph Capital Management2,389$78K0.0%+14.6%0.000%
10/14/2026Baker Ellis Asset Management LLC381,817$12.42M1.3%N/A0.011%
10/14/2026SFM LLC d b a Sweeney Financial Advisors98,077$3.19M1.6%-23.2%0.003%
10/14/2026Sanders Morris Harris LLC175,751$5.84M0.8%N/A0.005%
10/14/2026Fairfield Financial Advisors LTD6,871$223K0.1%-28.8%0.000%
10/14/2026Lodestone Wealth Management LLC16,280$530K0.2%+10.9%0.000%
10/14/2026Seelaus Asset Management LLC14,162$461K0.3%+5.3%0.000%
10/14/2026First Citizens Bank & Trust Co.22,736$740K0.0%-58.5%0.001%
10/14/2026Focus Financial Network Inc.1,855,405$60.36M1.8%+2.0%0.056%
10/14/2026Enclave Advisors LLC58,443$1.90M0.2%+3.1%0.002%
10/14/2026My Personal CFO LLC107,135$3.49M1.3%+57.8%0.003%
10/14/2026Cresta Advisors Ltd.180,209$5.86M2.8%+13.9%0.005%
10/14/2026Boyce & Associates Wealth Consulting Inc.42,519$1.38M0.8%-5.5%0.001%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.101,483$3.31M4.1%-99.0%0.003%
10/14/2026MFA Wealth Services203,610$6.62M4.0%+3.4%0.006%
10/14/2026XY Planning Network Inc.115,302$3.75M0.4%+26.5%0.003%
10/14/2026Womack Financial LLC247,671$8.06M5.3%+1.3%0.007%
10/14/2026Red Crane Wealth Management LLC19,916$648K0.5%+3.3%0.001%
10/14/2026KMG Fiduciary Partners LLC15,195$494K0.0%-61.6%0.000%
10/14/2026Allied Investment Advisors LLC1,540,888$50.13M4.5%-17.7%0.046%
10/14/2026Lighthouse Wealth Management Inc.481,134$15.65M9.5%+2.0%0.014%
10/14/2026Salem Investment Counselors Inc.34,167$1.11M0.0%-1.9%0.001%
10/14/2026Keystone Financial Group Inc.384,721$12.52M6.3%+1.1%0.012%
10/14/2026Stonehearth Capital Management LLC967,760$31.48M10.7%N/A0.029%
10/14/2026Signal Advisors Wealth LLC238,788$7.77M0.3%+2.2%0.007%
10/14/20264WEALTH Advisors Inc.59,150$1.94M1.3%N/A0.002%
10/14/2026GEM Asset Management LLC11,222$365K0.2%+4.4%0.000%
10/14/2026B. Riley Wealth Advisors Inc.94,061$3.06M0.1%N/A0.003%
10/14/2026Krilogy Financial LLC105,279$3.50M0.1%+7.6%0.003%
10/14/2026RHS Financial LLC29,602$963K0.3%-19.5%0.001%
10/13/2026Clay Northam Wealth Management LLC389,943$12.69M5.9%+2.4%0.012%
10/13/2026Fagan Associates Inc.196,655$6.40M0.7%N/A0.006%
10/13/2026Forvis Mazars Wealth Advisors LLC11,264$366K0.0%N/A0.000%
10/13/2026First Financial Corp IN18,917$615K0.2%N/A0.001%
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10/13/2026Accel Wealth Management8,940$291K0.1%N/A0.000%
10/13/2026Financial Planning Hawaii Inc.34,408$1.12M0.6%+17.0%0.001%
10/13/2026Salvus Wealth Management LLC6,387$208K0.1%N/A0.000%
10/13/2026Downshift Financial LLC15,804$514K0.2%-11.7%0.000%
10/13/2026Asset Allocation & Management Company LLC806,214$26.23M8.3%-19.8%0.024%
10/13/2026PCA Investment Advisory Services Inc.175,672$5.72M1.6%-2.9%0.005%
10/13/2026Compass Financial Group INC SD162,455$5.29M0.6%-9.2%0.005%
10/13/2026Sax Wealth Advisors LLC45,132$1.47M0.0%+14.4%0.001%
10/13/2026Fermata Advisors LLC91,854$2.99M0.6%+3.5%0.003%
10/13/2026NorthCrest Asset Manangement LLC33,705$1.12M0.0%+9.8%0.001%


SCHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,304 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 2,236 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 166,404,762 shares in the last 24 months. This purchase volume represents approximately $4.67B in transactions.

Of the 977 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), Virginia Estate & Retirement Planning Advisors Inc. ($10.43M), Ameriprise Financial Inc. ($5.49M), RMG Wealth Management LLC ($4.62M), and Avantax Planning Partners Inc. ($4.60M).

Institutional investors have sold a total of 169,607,171 shares in the last 24 months. This volume of shares sold represents approximately $4.86B in transactions.


Related Companies

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 10/16/2026. New 13F filings are added each quarter as they're published.
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