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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$27.08 -0.73 (-2.62%)
(As of 12/18/2024 05:45 PM ET)
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1088
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
716
Total
Institutional Outflows
(last 12 months)
$583.86M
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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
12/13/2024 B. Riley Wealth Advisors Inc.44,798$3.78M0.1%-2.4%0.006%
12/12/2024 Brass Tax Wealth Management Inc.31,096$2.63M1.0%+13.2%0.004%
12/10/2024 Garden State Investment Advisory Services LLC114,378$9.68M2.9%-1.4%0.016%
12/9/2024 Copley Financial Group Inc.3,353$283K0.3%N/A0.000%
12/2/2024 Capasso Planning Partners LLC91,121$7.70M2.3%-8.9%0.013%
11/26/2024 Asset Advisors Investment Management LLC986,118$83.36M8.7%-5.6%0.141%
11/26/2024 Peapack Gladstone Financial Corp25,974$2.20M0.0%+18.3%0.004%
11/25/2024 Synovus Financial Corp42,517$3.59M0.0%+148.1%0.006%
11/25/2024 Wilmington Savings Fund Society FSB1,924$163K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC72,187$6.04M0.1%+6.8%0.010%
11/25/2024 Sanctuary Advisors LLC912,589$77.14M0.5%+209.1%0.130%
11/21/2024 Anchor Investment Management LLC38,517$3.26M0.3%+1.1%0.005%
11/21/2024 Tudor Financial Inc.74,679$6.31M3.9%N/A0.011%
11/19/2024 McIlrath & Eck LLC5,942$502K0.1%+39.9%0.001%
11/19/2024 Invst LLC9,300$786K0.1%-3.6%0.001%
11/18/2024 Soltis Investment Advisors LLC41,826$3.54M0.3%-52.6%0.006%
11/18/2024 TD Private Client Wealth LLC267,125$22.58M0.6%+2.3%0.038%
11/18/2024 Hobbs Group Advisors LLC809$68K0.0%N/A0.000%
11/18/2024 Arete Wealth Advisors LLC7,225$610K0.1%-31.1%0.001%
11/18/2024 Asset Allocation Strategies LLC307,837$26.02M7.4%-12.5%0.044%
11/18/2024 Sunbelt Securities Inc.119,920$10.14M1.0%+2.1%0.017%
11/18/2024 Continental Investors Services Inc.2,391$202K0.4%-14.3%0.000%
11/18/2024 Coldstream Capital Management Inc.11,695$986K0.0%+5.8%0.002%
11/18/2024 Orion Capital Management LLC42,050$3.55M1.7%+11.3%0.006%
11/18/2024 McCarthy Asset Management Inc.305,366$25.81M16.0%+1.5%0.044%
11/18/2024 FRG Family Wealth Advisors LLC125,450$10.60M1.9%-3.6%0.018%
11/15/2024 Valued Retirements Inc.4,773$403K0.6%N/A0.001%
11/15/2024 Frisch Financial Group Inc.3,517$297K0.1%N/A0.001%
11/15/2024 Executive Wealth Management LLC4,695$397K0.0%N/A0.001%
11/15/2024 Guardian Wealth Management Inc.16,258$1.37M1.0%+39.0%0.002%
11/15/2024 Nabity Jensen Investment Management Inc48,453$4.10M3.1%N/A0.007%
11/15/2024 Continuum Advisory LLC240,792$20.35M2.6%+213.3%0.034%
11/15/2024 LRI Investments LLC2,729$231K0.0%+281.7%0.000%
11/15/2024 Glass Jacobson Investment Advisors llc17,250$1.46M0.5%+35.2%0.002%
11/15/2024 MML Investors Services LLC1,722,279$145.58M0.5%+5.9%0.246%
11/15/2024 Laraway Financial Advisors Inc2,945$249K0.2%N/A0.000%
11/15/2024 Legacy Investment Solutions LLC399$34K0.0%N/A0.000%
11/15/2024 Headinvest LLC37,362$3.16M0.6%+4.1%0.005%
11/15/2024 Northeast Financial Consultants Inc5,317$449K0.0%N/A0.001%
11/15/2024 Orion Portfolio Solutions LLC100,087$8.46M0.2%+49.8%0.014%
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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%
11/15/2024 EP Wealth Advisors LLC63,076$5.33M0.0%+3.5%0.009%
11/15/2024 Insigneo Advisory Services LLC40,184$3.40M0.3%+10.0%0.006%
11/15/2024 Kovitz 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%
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%
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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%
(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, 1,742 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 1,592 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 128,008,641 shares in the last 24 months. This purchase volume represents approximately $3.24B 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 52,178,886 shares in the last 24 months. This volume of shares sold represents approximately $1.31B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 12/19/2024 by MarketBeat.com Staff
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