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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$28.32 +0.14 (+0.50%)
Closing price 02/20/2025 04:10 PM Eastern
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$28.32 0.00 (-0.02%)
As of 02/20/2025 07:59 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)
1672
Total
Institutional Inflows
(last 12 months)
$14.32B
Number of
Institutional Sellers
(last 12 months)
557
Total
Institutional Outflows
(last 12 months)
$378.83M
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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
2/20/2025 Forum Financial Management LP20,613$563K0.0%+265.5%0.001%
2/20/2025Michels Family Financial LLC220,974$6.04M5.5%N/A0.009%
2/20/2025Revisor Wealth Management LLC17,467$477K0.4%N/A0.001%
2/19/2025 Blue Sky Capital Consultants Group Inc.14,172$387K0.2%N/A0.001%
2/19/2025 North Star Asset Management Inc.25,299$691K0.0%+208.5%0.001%
2/19/2025 Invst LLC27,757$758K0.1%+198.5%0.001%
2/19/2025 Charles Schwab Trust Bank3,955,650$108.07M100.0%+143.2%0.161%
2/19/2025 WCG Wealth Advisors LLC110,598$3.02M0.2%+172.6%0.005%
2/18/2025 Western Wealth Management LLC67,846$1.85M0.6%-13.1%0.003%
2/18/2025 Sunbelt Securities Inc.428,403$11.67M1.0%+257.2%0.017%
2/18/2025 Stonebridge Financial Planning Group LLC93,065$2.54M1.1%+268.2%0.004%
2/18/2025 Retirement Planning Group LLC29,982$819K0.0%+287.3%0.001%
2/18/2025 Navalign LLC262,236$7.16M2.1%+219.3%0.011%
2/18/2025 Headinvest LLC113,626$3.10M0.6%+204.1%0.005%
2/18/2025 Investmark Advisory Group LLC21,089$576K0.3%+200.8%0.001%
2/18/2025 JT Stratford LLC292,797$8.00M1.3%+220.1%0.012%
2/18/2025 Pacific Center for Financial Services9,558$261K0.1%+202.9%0.000%
2/18/2025 Pinkerton Retirement Specialists LLC407,737$11.14M1.6%+169.3%0.017%
2/18/2025 Harmony Asset Management LLC10,122$277K0.1%+189.9%0.000%
2/18/2025 49 Wealth Management LLC19,599$535K0.1%+161.5%0.001%
2/18/2025 Orion Capital Management LLC129,863$3.55M1.6%+208.8%0.005%
2/18/2025 AlphaQ Advisors LLC21,874$598K1.6%+201.0%0.001%
2/18/2025 McIlrath & Eck LLC13,109$358K0.0%+120.6%0.001%
2/18/2025 McCarthy Asset Management Inc.885,426$24.19M17.1%+190.0%0.036%
2/18/2025 Novem Group45,187$1.24M0.2%N/A0.002%
2/18/2025 10Elms LLP101,092$2.76M2.9%N/A0.004%
2/18/2025 MidWestOne Financial Group Inc.30,718$839K0.1%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC1,460,444$39.90M0.7%+1,021.1%0.060%
2/18/2025 First Heartland Consultants Inc.96,809$2.65M0.3%+229.3%0.004%
2/18/2025 Continuum Advisory LLC247,330$6.76M0.9%+2.7%0.010%
2/18/2025 Note Advisors LLC48,385$1.32M1.2%N/A0.002%
2/18/2025 NCM Capital Management LLC229,713$6.28M2.8%+222.9%0.009%
2/18/2025 Royal Capital Wealth Management LLC47,506$1.30M0.9%+200.5%0.002%
2/18/2025 Glen Eagle Advisors LLC2,620$72K0.0%+159.4%0.000%
2/18/2025 White Knight Strategic Wealth Advisors LLC170,504$4.66M1.9%+498.2%0.007%
2/18/2025 Mpwm Advisory Solutions LLC3,188$87K0.1%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC181,007$4.95M5.1%+263.5%0.007%
2/18/2025 Lantern Wealth Advisors LLC18,996$519K0.3%+208.8%0.001%
2/18/2025 Delta Investment Management LLC7,985$218K0.0%N/A0.000%
2/18/2025 Vanguard Capital Wealth Advisors28,194$770K0.8%+228.5%0.001%
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2/17/2025 Waverly Advisors LLC1,479,271$40.41M0.6%+217.8%0.211%
2/17/2025 Weitzel Financial Services Inc.600,291$16.50M7.8%+212.5%0.086%
2/17/2025 Whelan Financial1,685,510$46.05M18.1%+208.1%0.240%
2/17/2025 Williams Jones Wealth Management LLC.9,678$264K0.0%+62.4%0.001%
2/17/2025 Vermillion & White Wealth Management Group LLC2,244$61K0.0%+200.0%0.000%
2/17/2025 Vident Advisory LLC94,503$2.58M0.0%+200.0%0.013%
2/17/2025 Visionary Wealth Advisors239,246$6.54M0.4%+208.3%0.034%
2/17/2025 Vista Cima Wealth Management LLC133,003$3.63M3.8%N/A0.019%
2/17/2025 Vivaldi Capital Management LP64,830$1.84M0.3%+279.9%0.009%
2/17/2025 Westwood Holdings Group Inc.16,163$442K0.0%+200.0%0.002%
2/17/2025 TrinityPoint Wealth LLC953,822$26.06M3.7%+216.0%0.136%
2/17/2025 True Wealth Design LLC1,585$43K0.0%+200.8%0.000%
2/17/2025 Stonebrook Private Inc.31,524$861K0.2%+194.0%0.004%
2/17/2025 Strategic Wealth Partners Ltd.252,944$7.04M0.6%+197.5%0.036%
2/17/2025 Studio Investment Management LLC9,662$264K0.1%+211.9%0.001%
2/17/2025 Safeguard Investment Advisory Group LLC83,930$2.29M0.6%+2,627.7%0.012%
2/17/2025 Scissortail Wealth Management LLC168,033$4.59M1.2%+106,250.0%0.024%
2/17/2025 Second Line Capital LLC7,769$212K0.1%N/A0.001%
2/17/2025 Snowden Capital Advisors LLC548,544$14.99M0.5%+205.9%0.078%
2/17/2025 Security National Bank of Sioux City Iowa IA9,450$258K0.2%+183.4%0.001%
2/17/2025 Security National Bank of SO Dak12,997$355K0.2%+193.5%0.002%
2/17/2025 Shepherd Kaplan Krochuk LLC152,197$4.16M3.5%+220.7%0.022%
2/17/2025 Silvercrest Asset Management Group LLC7,404$202K0.0%N/A0.001%
2/17/2025 Royal Bank of Canada9,079,918$248.06M0.0%+217.5%1.294%
2/17/2025 Quadcap Wealth Management LLC9,146$250K0.0%N/A0.001%
2/17/2025 Quantinno Capital Management LP46,212$1.26M0.0%+497.2%0.007%
2/17/2025 Paradigm Capital Management LLC NV232,246$6.35M5.9%+204.2%0.033%
2/17/2025 Pathstone Holdings LLC945,642$25.84M0.1%+217.6%0.135%
2/17/2025 Main Street Group LTD9,352$255K0.1%+191.6%0.001%
2/17/2025 NorthRock Partners LLC16,258$444K0.0%+92.0%0.002%
2/17/2025 Northeast Financial Consultants Inc15,951$436K0.0%+200.0%0.002%
2/17/2025 Northwest Quadrant Wealth Management LLC1,188,457$32.47M7.4%+212.9%0.169%
2/17/2025 Obermeyer Wealth Partners12,669$346K0.0%+200.0%0.002%
2/17/2025 Obsidian Personal Planning Solutions LLC243,742$6.78M3.3%+5.2%0.035%
2/17/2025 Millennium Management LLC20,807$568K0.0%-6.4%0.003%
2/17/2025 Laird Norton Wetherby Wealth Management LLC93,008$2.54M0.1%+186.1%0.013%
2/17/2025 Laraway Financial Advisors Inc8,844$242K0.2%+200.3%0.001%
2/17/2025 Investor s Fiduciary Advisor Network LLC472,547$12.91M4.9%N/A0.067%
2/17/2025Jefferies Financial Group Inc.22,998$628K0.0%+195.6%0.003%
2/17/2025 Guardian Wealth Advisors LLC NC13,546$370K0.0%+398.4%0.002%
2/17/2025 Focus Partners Wealth1,243,507$33.97M0.1%+189.4%0.177%
2/17/2025 Full Sail Capital LLC21,628$591K0.0%+184.3%0.003%
2/17/2025 Ellevest Inc.26,087$713K0.0%+183.3%0.004%
2/17/2025 Fairview Capital Investment Management LLC38,128$1.04M0.1%+318.8%0.005%
2/17/2025 First Manhattan CO. LLC.45,159$1.23M0.0%+200.0%0.006%
2/17/2025 Fiduciary Trust Co472,724$12.92M0.2%+85.0%0.067%
2/17/2025 Clark Capital Management Group Inc.8,016$219K0.0%N/A0.001%
2/17/2025 EP Wealth Advisors LLC196,138$5.36M0.0%+211.0%0.028%
2/17/2025 Colonial Trust Co SC23,900$651K0.1%+355.2%0.003%
2/17/2025 CoreCap Advisors LLC452,467$12.36M0.6%+215.8%0.064%
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2/17/2025 Cresset Asset Management LLC5,513,275$150.62M0.7%+186.0%0.786%
2/17/2025 Cambridge Investment Research Advisors Inc.7,099,962$193.97M0.6%+217.5%1.012%
2/17/2025 Capital Advantage Inc.838,701$22.91M4.2%+205.8%0.120%
2/17/2025 Cetera Investment Advisers6,068,690$165.80M0.3%+227.1%0.865%
2/17/2025 BOKF NA1,485,598$40.13M0.7%+221.6%0.212%
2/17/2025 Bosun Asset Management LLC11,500$314K0.1%+283.3%0.002%
2/17/2025 Cahill Financial Advisors Inc.260,199$7.11M1.0%+251.1%0.037%
2/17/2025 Captrust Financial Advisors1,037,731$28.35M0.1%+204.2%0.148%
2/17/2025 Cardiff Park Advisors LLC23,836$651K0.1%+577.9%0.003%
2/17/2025 Cary Street Partners Financial LLC414,478$11.32M0.4%N/A0.059%
(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, 1,998 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 ($992.12M), Charles Schwab Investment Advisory Inc. ($783.83M), Sumitomo Life Insurance Co. ($732.72M), Avantax Advisory Services Inc. ($710.42M), Raymond James Financial Inc. ($592.94M), and Morgan Stanley ($576.18M).Learn more on SCHD's institutional investors.

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

Of the 1,924 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: Bank of America Corp DE ($42.80M), LPL Financial LLC ($27.74M), Sumitomo Life Insurance Co. ($26.82M), Raymond James Financial Inc. ($21.70M), Avantax Advisory Services Inc. ($18.56M), Envestnet Asset Management Inc. ($13.80M), and Ameriprise Financial Inc. ($12.89M).

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

Institutional investors have bought a total of 588,244,054 shares in the last 24 months. This purchase volume represents approximately $15.87B in transactions.

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

Of the 962 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 51,490,480 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 2/21/2025 by MarketBeat.com Staff
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