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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$32.67 -0.16 (-0.49%)
As of 05/26/2026 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)
1449
Total
Institutional Inflows
(last 12 months)
$6.25B
Number of
Institutional Sellers
(last 12 months)
1103
Total
Institutional Outflows
(last 12 months)
$5.74B
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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
5/26/2026Serenity Investment Advisors33,494$1.10M0.4%N/A0.001%
5/26/2026Glenmede Trust Co. NA21,416$657K0.0%+13.0%0.001%
5/26/2026Summit Financial Wealth Advisors LLC1,921,721$58.96M8.4%-3.0%0.068%
5/22/2026 Wellington Grp LLC57,053$1.75M0.5%-9.0%0.002%
5/22/2026 Verus Capital Partners LLC323,032$9.91M0.7%-14.0%0.011%
5/21/2026 Raab & Moskowitz Asset Management LLC146,815$4.50M1.0%+45.4%0.005%
5/21/2026 J. Derek Lewis & Associates Inc.52,303$1.61M0.4%-0.9%0.002%
5/20/2026 Cadia Private Client LLC187,959$5.77M4.7%-2.7%0.007%
5/20/2026 J. Mark Nickell & Co.182,054$5.59M5.0%+3.4%0.006%
5/20/2026 Hobbs Group Advisors LLC6,553$201K0.1%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC27,577$846K0.1%+21.0%0.001%
5/20/2026 SOA Wealth Advisors LLC.32,630$1.00M0.1%+48.0%0.001%
5/19/2026 Front Row Advisors LLC26,987$828K0.3%-1.3%0.001%
5/19/2026 Western Wealth Management LLC201,072$6.17M0.2%+55.1%0.007%
5/19/2026 McIlrath & Eck LLC9,762$299K0.0%+18.6%0.000%
5/19/2026 Orographic Financial Advisors LLC136,232$4.18M3.0%N/A0.005%
5/19/2026 Cornerstone Wealth LLC TN16,458$515K0.3%N/A0.001%
5/19/2026 NewEdge Advisors LLC490,058$13.73M0.3%-53.4%0.017%
5/19/2026 Bank of America Corp DE30,862,254$946.85M0.1%-34.3%1.087%
5/19/2026 Twin Lakes Capital Management LLC2,925$90K0.0%N/A0.000%
5/19/2026 Graney & King LLC31,255$959K0.5%-27.9%0.001%
5/19/2026 Edgestream Partners L.P.76,242$2.34M0.1%+121.5%0.003%
5/19/2026 Financial Insights Inc.941,050$28.87M9.4%+3.4%0.033%
5/19/2026 Chesapeake Wealth Management109,837$3.37M1.0%+7.2%0.004%
5/19/2026 Cassady Wealth & Retirement Planning LLC24,443$784K0.4%-5.9%0.001%
5/19/2026 Centaurus Financial Inc.158,806$4.87M0.2%+25.2%0.006%
5/19/2026 Ashton Thomas Securities LLC1,050$32K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors571,918$17.55M0.3%+66.4%0.020%
5/19/2026 Claris Financial LLC6,606$203K0.1%N/A0.000%
5/19/2026 Arete Wealth Advisors LLC27,577$846K0.1%+21.0%0.001%
5/18/2026 Sunbelt Securities Inc.188,580$5.79M0.4%-28.1%0.007%
5/18/2026 EverSource Wealth Advisors LLC148,934$4.57M0.1%+14.7%0.005%
5/18/2026 Core Wealth Advisors Inc.86,664$2.66M0.6%+18.9%0.003%
5/18/2026 Royal Bank of Canada8,655,941$265.56M0.0%+8.3%0.305%
5/16/2026 KCM Investment Advisors LLC163,731$5.02M0.2%-3.6%0.006%
5/16/2026 IMG Wealth Management Inc.6,491$199K0.1%N/A0.000%
5/16/2026 Glen Eagle Advisors LLC35,347$1.08M0.2%+1,351.6%0.001%
5/16/2026 Excelsior Advisor Network LLC214,321$6.58M2.5%+1.3%0.008%
5/16/2026 Quantinno Capital Management LP258,702$7.94M0.0%+39.5%0.009%
5/16/2026 Copley Financial Group Inc.8,097$248K0.1%-5.9%0.000%
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5/15/2026 Cardiff Park Advisors LLC5,160$158K0.0%-71.6%0.000%
5/15/2026 Northeast Financial Group Inc.258,864$7.95M2.0%-8.7%0.009%
5/15/2026 Gateway Wealth Partners LLC153,572$4.71M0.2%+231.0%0.005%
5/15/2026 Blue Chip Partners LLC19,151$588K0.0%-4.9%0.001%
5/15/2026 Everest Financial Group LLC720,195$22.10M3.6%-16.3%0.025%
5/15/2026 FreeGulliver LLC11,466$352K0.1%N/A0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT73,728$2.26M0.0%+40.1%0.003%
5/15/2026 Waverly Advisors LLC1,746,418$53.58M0.4%+4.3%0.062%
5/15/2026 Wealth Alliance LLC30,873$947K0.1%-4.9%0.001%
5/15/2026 Vivaldi Capital Management LP28,341$870K0.1%+105.1%0.001%
5/14/2026 Hilltop Holdings Inc.88,697$2.72M0.2%+3.7%0.003%
5/14/2026 GC Wealth Management RIA LLC63,918$1.96M0.1%-5.0%0.002%
5/14/2026 Compound Planning Inc.302,545$9.28M0.3%+4.5%0.011%
5/14/2026 Modern Wealth Management LLC717,173$21.88M0.4%+91.5%0.025%
5/14/2026 Keebeck Wealth Management6,946$213K0.0%N/A0.000%
5/14/2026 Wills Financial Group LLC63,009$2.00M0.8%+0.8%0.002%
5/14/2026 Aspen Grove Capital LLC98,104$3.01M0.6%-0.8%0.003%
5/14/2026 RMG Wealth Management LLC168,984$5.37M0.6%N/A0.006%
5/14/2026 Dickmeyer Boyce Financial Management Inc.226,769$6.96M4.1%N/A0.008%
5/14/2026 American Financial Advisors LLC1,375,154$42.19M5.6%-2.6%0.048%
5/14/2026 Sei Investments Co.182,034$5.59M0.0%-0.5%0.006%
5/14/2026 Ascension Capital Advisors Inc.6,990$214K0.1%N/A0.000%
5/14/2026 Lido Advisors LLC642,572$19.72M0.1%-46.5%0.023%
5/14/2026 Forefront Analytics LLC15,119$464K0.4%N/A0.001%
5/13/2026 Cetera Investment Advisers24,184,523$741.98M0.8%-30.1%0.852%
5/13/2026 GSG Advisors LLC491,519$15.08M3.9%+3.0%0.017%
5/13/2026 Wealthspire Retirement LLC487,091$14.94M0.9%-25.5%0.017%
5/13/2026 Signature Equity Partners LLC11,629$357K0.2%-5.5%0.000%
5/13/2026 NewEdge Wealth LLC134,965$4.14M0.0%-4.4%0.005%
5/13/2026 Petra Financial Advisors Inc.53,893$1.65M1.0%-25.4%0.002%
5/13/2026 Goepper Burkhardt LLC221,159$6.79M2.3%-6.6%0.008%
5/13/2026 First Citizens Bank & Trust Co.28,279$868K0.0%+105.1%0.001%
5/13/2026 First Trust Advisors LP11,210$344K0.0%N/A0.000%
5/12/2026 Insight Advisors LLC PA29,467$904K0.2%-85.9%0.001%
5/12/2026 Millennium Capital Advisors LLC86,124$2.64M1.6%-2.2%0.003%
5/12/2026 First Wilshire Securities Management Inc.42,375$1.30M0.3%-3.4%0.001%
5/12/2026 Fortis Capital Management LLC128,469$3.94M0.4%+15.8%0.005%
5/8/2026 PNC Financial Services Group Inc.210,627$6.46M0.0%+92.3%0.007%
5/8/2026 Summit Asset Management LLC2,060,404$63.21M8.8%+1.2%0.073%
5/8/2026 Atlantic Family Wealth LLC10,988$337K0.2%N/A0.000%
5/8/2026 Madison Asset Management LLC535,292$16.42M0.2%+46.5%0.019%
5/8/2026 Summit Global Investments7,228$222K0.0%N/A0.000%
5/8/2026 Cassaday & Co Wealth Management LLC9,569,026$293.58M6.3%+3.5%0.337%
5/8/2026 JMG Financial Group Ltd.76,169$2.34M0.1%+13.7%0.003%
5/8/2026 Cutler Investment Counsel LLC156,949$4.82M0.5%-1.4%0.006%
5/8/2026 Johnson Financial Group Inc.25,743$790K0.0%-2.1%0.001%
5/8/2026 ESL Trust Services LLC11,867$364K0.1%-81.5%0.000%
5/7/2026 Florida Financial Advisors LLC156,724$4.81M1.2%+33.2%0.006%
5/7/2026 Commonwealth Financial Services LLC20,837$639K0.1%+1.8%0.001%
5/7/2026 Basepoint Wealth LLC19,746$606K0.3%+4.4%0.001%
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5/7/2026 Carson Advisory Inc.6,717$206K0.1%N/A0.000%
5/7/2026 Hamel Associates Inc.66,646$2.05M0.6%-5.0%0.002%
5/7/2026 Scarborough Advisors LLC2,439$75K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC401,970$12.33M0.2%-8.6%0.014%
5/7/2026 Ironwood Investment Counsel LLC56,879$1.75M0.3%-16.7%0.002%
5/7/2026 Pacific Wealth Strategies Group Inc.49,625$1.52M0.9%-3.8%0.002%
5/7/2026 Decker Wealth Management LLC125,629$3.85M0.9%N/A0.004%
5/7/2026 Next Capital Management LLC40,920$1.26M0.4%+1.3%0.001%
5/7/2026 Regimen Wealth LLC928,347$28.48M8.3%+27.8%0.033%
5/7/2026 Liberty Square Wealth Partners LLC296,858$9.11M2.5%-7.4%0.010%


SCHD Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,268 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 2,198 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. ($51.55M), 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 229,019,639 shares in the last 24 months. This purchase volume represents approximately $6.25B in transactions.

Of the 1,103 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), Orgel Wealth Management LLC ($11.17M), Cetera Investment Advisers ($10.83M), Ameriprise Financial Inc. ($8.24M), Raymond James Financial Inc. ($5.68M), and RMG Wealth Management LLC ($4.62M).

Institutional investors have sold a total of 206,543,201 shares in the last 24 months. This volume of shares sold represents approximately $5.74B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 5/27/2026 by MarketBeat.com Staff.
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