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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$27.28 -0.07 (-0.24%)
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1754
Total
Institutional Inflows
(last 12 months)
$15.78B
Number of
Institutional Sellers
(last 12 months)
715
Total
Institutional Outflows
(last 12 months)
$1.12B
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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
7/7/2025RDA Financial Network72,623$1.93M0.5%+2.9%0.003%
7/3/2025 Trinity Financial Advisors LLC469,442$12.44M3.8%+1.5%0.018%
7/3/2025 TrueWealth Advisors LLC195,256$5.17M1.5%-7.1%0.007%
7/3/2025 Garde Capital Inc.2,097$56K0.0%+6,890.0%0.000%
7/3/2025 Collective Family Office LLC95,852$2.54M0.7%+2.0%0.004%
7/3/2025 Sage Capital Advisors llc17,455$463K0.1%-15.0%0.001%
7/3/2025 Fiduciary Financial Group LLC8,319$225K0.0%-10.3%0.000%
7/2/2025 McAlister Sweet & Associates Inc.24,739$656K0.7%-5.7%0.001%
7/2/2025 Capital Market Strategies LLC14,414$382K0.3%-8.4%0.001%
7/2/2025 HBW Advisory Services LLC327,062$8.67M1.1%+9.2%0.013%
7/2/2025 Howard Financial Services LTD.2,032,073$53.85M7.1%-2.0%0.078%
7/2/2025 LVM Capital Management Ltd. MI141,025$3.74M0.4%+10.5%0.005%
7/2/2025 Waller Financial Planning Group Inc.728,852$19.32M4.7%+26.4%0.028%
7/1/2025 Harbor Investment Advisory LLC14,022$372K0.0%+7.4%0.001%
7/1/2025 Burkett Financial Services LLC1,639,370$43.44M15.6%+3.7%0.063%
7/1/2025 Private Client Services LLC16,222$430K0.2%-3.9%0.001%
7/1/2025 Stonehearth Capital Management LLC557,803$14.78M6.1%-12.0%0.021%
6/17/2025Howe & Rusling Inc.17,797$498K0.0%+16.4%0.001%
6/16/2025Maple Capital Management Inc.67,386$1.88M0.1%+9.2%0.003%
6/13/2025Optima Capital LLC91,691$2.56M1.6%+17.9%0.004%
6/6/2025eCIO Inc.814,757$22.78M7.6%N/A0.031%
6/3/2025Invst LLC26,004$727K0.1%-6.3%0.001%
6/2/2025Modern Wealth Management LLC193,238$5.40M0.2%-66.5%0.007%
5/28/2025Jones Financial Companies Lllp2,082,694$57.44M0.1%+43.1%0.080%
5/28/2025Vista Cima Wealth Management LLC137,567$3.85M2.8%+3.4%0.005%
5/28/2025Intrua Financial LLC150,950$4.22M0.6%-6.8%0.006%
5/27/2025Jacobi Capital Management LLC106,037$2.97M0.2%-3.3%0.004%
5/27/2025Advisors Capital Management LLC152,193$4.26M0.1%-22.4%0.006%
5/27/2025SWS Partners31,456$880K0.3%-10.6%0.001%
5/22/2025Rollins Financial Advisors LLC161,948$4.53M0.8%-4.0%0.006%
5/21/2025Westbourne Investments Inc.52,428$1.47M0.9%+2.2%0.002%
5/21/2025McAdam LLC147,173$4.12M0.3%+1.4%0.006%
5/21/2025Geneos Wealth Management Inc.67,567$1.89M0.1%-8.0%0.003%
5/21/2025Schmidt P J Investment Management Inc.28,215$789K0.1%-12.0%0.001%
5/20/2025Blue Rock Wealth Management LLC11,878$332K0.3%-92.3%0.000%
5/20/2025Belpointe Asset Management LLC244,568$6.84M0.4%+64.0%0.009%
5/20/2025Focus Partners Wealth1,486,458$41.56M0.1%+19.5%0.057%
5/20/2025Integrity Alliance LLC.58,672$1.64M0.1%N/A0.002%
5/20/2025Anchor Investment Management LLC114,537$3.20M0.3%-0.4%0.004%
5/20/2025Glenview Trust co7,531$211K0.0%-28.2%0.000%
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5/20/2025Chokshi & Queen Wealth Advisors Inc14,620$409K0.2%-7.1%0.001%
5/20/2025Aspen Investment Management Inc16,972$475K0.2%+14.4%0.001%
5/20/2025Security National Bank of Sioux City Iowa IA11,070$310K0.2%+17.1%0.000%
5/19/2025SageView Advisory Group LLC11,480$321K0.0%+18.2%0.000%
5/19/2025Advisory 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%
5/19/2025Game Plan Financial Advisors LLC155,446$4.35M2.1%+4.2%0.006%
5/19/2025Client 1ST Advisory Group LLC9,615$269K0.1%N/A0.000%
5/19/2025SCS Capital Management LLC301,780$8.44M0.1%N/A0.012%
5/19/2025Legacy Advisory Services LLC12,066$337K0.3%N/A0.000%
5/16/2025Empowered Funds LLC287,060$8.03M0.1%+5,693.3%0.011%
5/16/2025Faithward Advisors LLC24,947$698K0.1%-19.3%0.001%
5/16/2025Arete Wealth Advisors LLC29,015$811K0.1%-3.7%0.001%
5/16/2025Great Lakes Advisors LLC46,083$1.29M0.0%-57.2%0.002%
5/16/2025Bell Investment Advisors Inc359,978$10.07M1.9%+1.5%0.014%
5/16/2025Signature Estate & Investment Advisors LLC502,937$14.06M0.4%+3.3%0.019%
5/16/2025Goldman Sachs Group Inc.592,953$16.58M0.0%+35.6%0.023%
5/16/2025Kestra Investment Management LLC39,615$1.11M0.0%+61.3%0.002%
5/16/2025Cape Investment Advisory Inc.166,047$4.64M1.8%+2.7%0.006%
5/16/2025Obsidian Personal Planning Solutions LLC414,778$10.71M4.8%+70.2%0.016%
5/16/2025Coordinated Financial Services Inc. CO100,908$2.82M2.2%N/A0.004%
5/16/2025Sepio Capital LP12,829$359K0.0%+10.5%0.000%
5/16/2025Raab & Moskowitz Asset Management LLC67,668$1.89M0.5%+1.2%0.003%
5/16/2025Plancorp LLC268,922$7.52M0.3%+443.9%0.010%
5/16/2025National Wealth Management Group LLC14,973$419K0.3%+29.9%0.001%
5/16/2025NewEdge Advisors LLC940,551$26.30M0.2%+1.4%0.036%
5/16/2025Integrated Wealth Concepts LLC747,731$20.91M0.2%-6.1%0.029%
5/16/2025Investmark Advisory Group LLC19,189$537K0.3%-9.0%0.001%
5/16/2025Greenline Partners LLC3,109$87K0.0%N/A0.000%
5/16/2025Clifford Group LLC7,358$206K0.2%-99.0%0.000%
5/16/2025Curi RMB Capital LLC735,185$20.56M0.5%-10.6%0.028%
5/16/2025AQR Capital Management LLC197,374$5.52M0.0%+92.7%0.008%
5/16/2025AlphaQ Advisors LLC22,673$634K1.5%+3.7%0.001%
5/16/2025Ancora Advisors LLC29,256$818K0.0%-11.3%0.001%
5/16/2025Aprio Wealth Management LLC83,678$2.34M0.3%-5.3%0.003%
5/15/2025Promethium Advisors LLC22,329$624K0.4%-7.3%0.001%
5/15/2025Rench Wealth Management Inc.29,166$815K0.3%-4.3%0.001%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.343,446$9.60M1.5%-2.4%0.013%
5/15/2025EP Wealth Advisors LLC189,094$5.29M0.0%-3.6%0.007%
5/15/2025GW Henssler & Associates Ltd.17,058$477K0.0%+97.2%0.001%
5/15/2025Capital Investment Counsel LLC123,534$3.45M0.6%+1.8%0.005%
5/15/2025Core Wealth Advisors Inc.59,353$1.66M0.5%+11.2%0.002%
5/15/2025Focus Partners Advisor Solutions LLC1,458,345$40.78M0.6%-0.1%0.056%
5/15/2025First Financial Bankshares Inc38,990$1.09M0.0%+199.7%0.001%
5/15/2025Ameriflex Group Inc.47,403$1.33M0.5%-1.7%0.002%
5/15/2025Flputnam Investment Management Co.85,710$2.40M0.0%+241.4%0.003%
5/15/2025Royal Bank of Canada9,164,874$256.25M0.1%+0.9%0.352%
5/15/2025Betterment LLC145,849$4.08M0.0%+49.8%0.006%
5/15/2025Weitzel Financial Services Inc.594,173$15.88M7.6%-1.0%0.023%
5/15/2025Cura Wealth Advisors LLC11,941$334K0.1%+6.8%0.000%
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5/15/2025MAI Capital Management2,143,256$59.93M0.5%+0.2%0.082%
5/15/2025Brasada Capital Management LP27,552$770K0.1%-3.6%0.001%
5/15/2025FRG Family Wealth Advisors LLC354,125$9.90M1.9%+0.2%0.014%
5/15/2025Second Line Capital LLC8,250$231K0.1%+6.2%0.000%
5/15/2025Hayek Kallen Investment Management30,681$858K0.3%-6.4%0.001%
5/15/2025Centric Wealth Management203,623$5.69M1.5%+3.6%0.008%
5/15/2025Connecticut Wealth Management LLC29,163$815K0.0%N/A0.001%
5/15/2025Certior Financial Group LLC262,681$7.35M5.9%+59.0%0.010%
5/15/2025Insight Wealth Partners LLC30,478$852K0.1%-6.2%0.001%
5/15/2025Titleist Asset Management LLC169,954$4.75M0.5%+110.4%0.007%
(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 Schwab US Dividend Equity ETF's institutional investors.

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

Of the 1,980 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), 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 576,607,488 shares in the last 24 months. This purchase volume represents approximately $15.78B in transactions.

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

Of the 715 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: Sumitomo Life Insurance Co. ($8.25M), D.A. Davidson & CO. ($1.66M), Envestnet Asset Management Inc. ($1.55M), Kestra Advisory Services LLC ($1.40M), Heck Capital Advisors LLC ($1.36M), Independent Advisor Alliance ($1.35M), and Charles Schwab Trust Bank ($1.23M).

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

Institutional investors have sold a total of 40,316,161 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


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