Free Trial
→ How one pattern has averaged an 85% return per year since the pandemic. (From WealthPress) (Ad) Free SCHD Stock Alerts

Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$28.63 -0.25 (-0.87%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
1081
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
716
Total
Institutional Outflows
(last 12 months)
$582.77M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Valued Retirements Inc.4,773$403K0.6%N/A0.001%
11/15/2024Frisch Financial Group Inc.3,517$297K0.1%N/A0.001%
11/15/2024 Executive Wealth Management LLC4,695$397K0.0%N/A0.001%
11/15/2024Guardian Wealth Management Inc.16,258$1.37M1.0%+39.0%0.002%
11/15/2024Nabity Jensen Investment Management Inc48,453$4.10M3.1%N/A0.007%
11/15/2024Continuum Advisory LLC240,792$20.35M2.6%+213.3%0.034%
11/15/2024LRI Investments LLC2,729$231K0.0%+281.7%0.000%
11/15/2024Glass Jacobson Investment Advisors llc17,250$1.46M0.5%+35.2%0.002%
11/15/2024MML Investors Services LLC1,722,279$145.58M0.5%+5.9%0.246%
11/15/2024Laraway Financial Advisors Inc2,945$249K0.2%N/A0.000%
11/15/2024Legacy Investment Solutions LLC399$34K0.0%N/A0.000%
11/15/2024Headinvest LLC37,362$3.16M0.6%+4.1%0.005%
11/15/2024Northeast Financial Consultants Inc5,317$449K0.0%N/A0.001%
11/15/2024Orion Portfolio Solutions LLC100,087$8.46M0.2%+49.8%0.014%
11/15/2024 Zacks Investment Management7,082$599K0.0%+17.8%0.001%
11/15/2024 National Bank of Canada FI31,387$2.65M0.0%-25.7%0.004%
11/15/2024EP Wealth Advisors LLC63,076$5.33M0.0%+3.5%0.009%
11/15/2024Insigneo Advisory Services LLC40,184$3.40M0.3%+10.0%0.006%
11/15/2024Kovitz Investment Group Partners LLC17,326$1.47M0.0%+18.6%0.002%
11/15/2024 Two Sigma Advisers LP323,300$27.33M0.1%N/A0.046%
11/15/2024 Stifel Financial Corp752,426$63.60M0.1%-6.7%0.107%
11/15/2024 SYM FINANCIAL Corp17,159$1.45M0.2%-15.2%0.002%
11/15/2024 Quantinno Capital Management LP7,738$654K0.0%+86.9%0.001%
11/15/2024 Rench Wealth Management Inc.9,699$820K0.3%-3.6%0.001%
11/15/2024 Resurgent Financial Advisors LLC4,747$401K0.2%N/A0.001%
11/15/2024 IHT Wealth Management LLC203,012$17.14M0.5%+25.9%0.029%
11/15/2024 Integrated Wealth Concepts LLC258,955$21.89M0.3%-24.8%0.037%
11/15/2024 HighTower Advisors LLC1,638,433$138.47M0.2%+0.4%0.234%
11/15/2024 Hilltop Holdings Inc.64,865$5.48M0.4%+3.2%0.009%
11/15/2024 Garden State Investment Advisory Services LLC114,378$9.68M2.7%-1.4%0.016%
11/15/2024 Charles Schwab Trust Bank1,626,309$137.47M100.0%-9.0%0.232%
11/15/2024 Coastwise Capital Group LLC118,991$10.06M8.3%+5.0%0.017%
11/15/2024 Arrowroot Family Office LLC64,595$5.46M3.2%-2.7%0.009%
11/15/2024 Ascent Group LLC11,245$951K0.1%-7.0%0.002%
11/15/2024 Benjamin Edwards Inc.113,529$9.60M0.1%N/A0.016%
11/15/2024 Kestra Investment Management LLC17,639$1.49M0.1%N/A0.003%
11/15/2024 Paradigm Capital Management LLC NV76,335$6.45M6.2%N/A0.011%
11/14/2024 Valley Financial Group Inc.12,540$1.06M0.7%-3.8%0.002%
11/14/2024 Cobblestone Capital Advisors LLC NY7,421$627K0.0%+9.1%0.001%
11/14/2024 Tradition Wealth Management LLC251,941$21.30M1.9%+1.2%0.036%
2024 Election Year Stocks: Uncover Hidden Gems! (Ad)

In the lead-up to the pivotal 2024 election year, we're excited to present our comprehensive report, "Election Year Investment Gems: Stock Poised To Takeoff In 2024," brimming with insights and opportunities you won't want to miss.

Secure your copy now by clicking this link.
11/14/2024 NCM Capital Management LLC71,141$6.01M2.9%+12.8%0.010%
11/14/2024 TRUE Private Wealth Advisors96,901$8.19M1.0%+160.7%0.014%
11/14/2024 Captrust Financial Advisors341,100$28.83M0.1%+2.4%0.049%
11/14/2024 Atlantic Union Bankshares Corp90,078$7.61M0.4%+40.2%0.013%
11/14/2024 Rockefeller Capital Management L.P.123,393$10.42M0.0%+3.0%0.018%
11/14/2024 Centric Wealth Management196,498$16.61M4.2%+212.2%0.028%
11/14/2024 CWS Financial Advisors LLC22,897$1.94M0.7%+4.1%0.003%
11/14/2024 Hantz Financial Services Inc.1,001$85K0.0%-54.6%0.000%
11/14/2024 Teachers Insurance & Annuity Association of America2,324$196K0.3%N/A0.000%
11/14/2024 Financial Counselors Inc.145,867$12.33M0.2%-1.4%0.021%
11/14/2024 Fiduciary Trust Co255,496$21.60M0.3%-27.7%0.036%
11/14/2024 Bell Investment Advisors Inc115,173$9.74M1.8%+7.2%0.016%
11/14/2024 CreativeOne Wealth LLC30,496$2.58M0.1%+1.8%0.004%
11/14/2024 Metropolitan Life Insurance Co NY81,800$6.92M2.5%N/A0.012%
11/13/2024 Glenmede Trust Co. NA5,587$472K0.0%+79.0%0.001%
11/13/2024 Insight Wealth Partners LLC12,469$1.05M0.2%+15.0%0.002%
11/13/2024 Cynosure Group LLC33,201$2.81M0.4%-22.8%0.005%
11/13/2024 Townsquare Capital LLC52,143$4.41M0.1%+8.8%0.007%
11/13/2024 Baldwin Investment Management LLC15,031$1.27M0.2%-13.0%0.002%
11/13/2024 BNP Paribas Financial Markets848$72K0.0%-34.8%0.000%
11/13/2024 Covington Investment Advisors Inc.20,273$1.71M0.3%N/A0.003%
11/13/2024 FMR LLC127,966$10.82M0.0%+39.3%0.018%
11/13/2024 D.A. Davidson & CO.1,125,949$95.18M0.8%+4.7%0.161%
11/13/2024 Summit Financial Wealth Advisors LLC574,672$48.58M9.1%+3.6%0.082%
11/13/2024 Patton Albertson Miller Group LLC6,768$572K0.1%-8.6%0.001%
11/13/2024 Bank of Montreal Can33,878$2.86M0.0%+11.5%0.005%
11/13/2024 Capital Square LLC36,112$3.05M1.9%+9.5%0.005%
11/13/2024 Acorn Wealth Advisors LLC148,740$12.57M5.4%-2.9%0.021%
11/13/2024 Private Trust Co. NA26,238$2.22M0.2%-9.9%0.004%
11/13/2024 Diversified LLC1,209,629$102.25M11.2%+2.2%0.172%
11/13/2024 Brown Brothers Harriman & Co.35,032$2.96M0.0%+2,063.8%0.005%
11/13/2024 Alliance Wealth Management Group70,844$5.99M1.6%+4.4%0.010%
11/13/2024 Independent Advisor Alliance16,833$1.42M0.1%-22.6%0.002%
11/13/2024 Concentric Wealth Management LLC5,333$451K0.1%+74.1%0.001%
11/13/2024Fisher Asset Management LLC13,535$1.14M0.0%-26.2%0.002%
11/12/2024 Marco Investment Management LLC3,122$264K0.0%N/A0.000%
11/12/2024 Summit Trail Advisors LLC6,183$523K0.0%+103.2%0.001%
11/12/2024 Capital Investment Counsel LLC36,135$3.05M0.5%-6.5%0.005%
11/12/2024 Cahill Financial Advisors Inc.74,119$6.27M0.9%+7.0%0.011%
11/12/2024 SevenBridge Financial Group LLC432,339$36.55M6.5%+197.1%0.062%
11/12/2024 Centaurus Financial Inc.41,186$3.48M0.2%-38.6%0.006%
11/12/2024 Crewe Advisors LLC30,343$2.57M0.3%+3.0%0.004%
11/12/2024Larson Financial Group LLC26,047$2.20M0.1%+7.2%0.004%
11/12/2024 StoneX Group Inc.13,606$1.15M0.1%+4.8%0.002%
11/12/2024 Family Capital Management Inc.171,351$14.48M9.3%-1.7%0.024%
11/12/2024 WESPAC Advisors LLC2,523$213K0.2%N/A0.000%
11/12/2024 Fairscale Capital LLC20,092$1.70M1.5%+6.7%0.003%
11/12/2024 Towercrest Capital Management70,844$5.99M0.9%+4.4%0.010%
11/12/2024 Kingsview Wealth Management LLC104,140$8.80M0.2%+19.5%0.015%
11/12/2024 Cerity Partners LLC1,183,950$100.08M0.2%+4.4%0.169%
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad)

Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback.

Get your free guide NOW before it's too late.
11/12/2024 Great Valley Advisor Group Inc.258,670$21.87M0.5%+13.0%0.037%
11/12/2024 Leelyn Smith LLC419,008$35.42M6.4%+2.4%0.060%
11/12/2024 Camden National Bank39,333$3.33M0.5%+16.7%0.006%
11/12/2024 Nwam LLC71,098$6.01M0.4%N/A0.010%
11/12/2024 Meridian Wealth Management LLC84,843$7.17M0.4%N/A0.012%
11/12/2024 GM Advisory Group LLC49,684$4.20M0.3%+60.3%0.007%
11/12/2024 Allen Capital Group LLC31,117$2.63M0.3%-4.4%0.004%
11/12/2024 Planning Alternatives Ltd. ADV22,807$1.93M0.3%-2.1%0.003%
11/12/2024 Citigroup Inc.170,486$14.41M0.0%+6.7%0.024%
11/12/2024 Concorde Asset Management LLC3,780$320K0.2%N/A0.001%
(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, 1,736 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($974.75M), Charles Schwab Investment Advisory Inc. ($783.83M), Sumitomo Life Insurance Co. ($677.63M), Avantax Advisory Services Inc. ($626.91M), Morgan Stanley ($576.18M), Bank of America Corp DE ($567.57M), and Wealthfront Advisers LLC ($550.60M).Learn more on SCHD's institutional investors.

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

Of the 1,586 institutional investors that purchased Schwab US Dividend Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sumitomo Life Insurance Co. ($8.94M), LPL Financial LLC ($4.31M), Strategic Financial Concepts LLC ($3.10M), Raymond James Financial Services Advisors Inc. ($2.93M), Commonwealth Equity Services LLC ($2.16M), Charles Schwab Trust Bank ($1.82M), and Cassaday & Co Wealth Management LLC ($1.77M).

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

Institutional investors have bought a total of 127,869,311 shares in the last 24 months. This purchase volume represents approximately $3.23B in transactions.

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

Of the 995 institutional investors that sold Schwab US Dividend Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthfront Advisers LLC ($3.04M), Meitav Investment House Ltd. ($2.41M), Ameriprise Financial Inc. ($1.36M), SVB Wealth LLC ($1.26M), Cresset Asset Management LLC ($1.22M), Wealthspire Advisors LLC ($1.12M), and Dechtman Wealth Management LLC ($1.07M).

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

Institutional investors have sold a total of 52,029,880 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


Related Companies

This page (NYSEARCA:SCHD) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners
Bill Gates’s Next Big AI Bet: Stargate
In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of ...
Brownstone Research | Sponsored
There is a little known company that is changing warfare
With geo - political instability around the world investors are flocking to defense contract stocks. There...
Reticulate | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored