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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$27.99 +0.16 (+0.57%)
As of 01/17/2025 04:10 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)
1179
Total
Institutional Inflows
(last 12 months)
$2.90B
Number of
Institutional Sellers
(last 12 months)
681
Total
Institutional Outflows
(last 12 months)
$566.96M
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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
1/17/2025New Century Financial Group LLC16,531$454K0.2%+199.7%0.002%
1/17/2025Spinnaker Investment Group LLC1,633,231$44.62M10.8%+206.5%0.233%
1/17/2025Secure Asset Management LLC99,165$2.71M0.4%+293.9%0.014%
1/17/2025Red Door Wealth Management LLC216,604$5.92M0.9%+194.1%0.031%
1/17/2025Galvin Gaustad & Stein LLC53,487$1.46M0.1%+197.4%0.008%
1/17/2025Baron Silver Stevens Financial Advisors LLC185,393$5.07M0.9%+209.9%0.026%
1/17/2025Avior Wealth Management LLC433,699$11.85M0.4%+248.1%0.062%
1/17/2025Teamwork Financial Advisors LLC58,339$1.59M0.2%+177.0%0.008%
1/17/2025Raleigh Capital Management Inc.1,176$32K0.0%+200.0%0.000%
1/17/2025D.B. Root & Company LLC210,967$5.76M1.8%+217.0%0.030%
1/17/2025Mutual Advisors LLC564,980$15.72M0.5%+3.9%0.081%
1/17/2025Olistico Wealth LLC1,118$31K0.0%+202.2%0.000%
1/17/2025Traynor Capital Management Inc.19,191$524K0.0%+175.3%0.003%
1/17/2025Janney Montgomery Scott LLC1,073,658$29.33M0.1%+221.1%0.153%
1/17/2025Bartlett & CO. Wealth Management LLC31,326$856K0.0%+181.5%0.004%
1/17/2025GoalVest Advisory LLC15,024$410K0.1%+200.0%0.002%
1/17/2025Eagle Capital Management LLC862,365$23.56M9.5%+204.9%0.123%
1/17/2025Baker Ellis Asset Management LLC402,972$11.01M1.6%+198.0%0.057%
1/17/2025Evolution Wealth Advisors LLC202,155$5.52M0.9%+209.3%0.029%
1/17/2025Kelleher Financial Advisors20,040$547K0.2%+200.0%0.003%
1/17/2025Marino Stram & Associates LLC42,362$1.16M0.3%+201.0%0.006%
1/17/2025Janney Capital Management LLC68,194$1.86M0.1%+186.6%0.010%
1/17/2025Magnus Financial Group LLC22,566$617K0.1%+210.3%0.003%
1/17/2025Daymark Wealth Partners LLC13,502$369K0.0%+195.9%0.002%
1/17/2025Investment Advisory Group LLC89,864$2.46M0.8%+264.1%0.013%
1/17/2025ForthRight Wealth Management LLC1,031,124$28.17M9.4%+207.6%0.147%
1/17/2025Albion Financial Group UT393,304$10.75M0.7%+216.1%0.056%
1/17/2025Global Trust Asset Management LLC2,285$62K0.0%+199.9%0.000%
1/17/2025Advisory Alpha LLC489,219$13.37M0.5%+240.6%0.070%
1/17/2025Missouri Trust & Investment Co58,014$1.59M0.6%+195.4%0.008%
1/17/2025Dakota Wealth Management815,641$22.28M0.5%+192.8%0.116%
1/17/2025Davis Capital Management298,672$8.16M6.6%+179.2%0.043%
1/17/2025XML Financial LLC382,968$10.46M1.0%+214.9%0.055%
1/17/2025Traphagen Investment Advisors LLC28,711$784K0.1%+121.3%0.004%
1/17/2025Simon Quick Advisors LLC130,320$3.56M0.2%+204.9%0.019%
1/17/2025Sheets Smith Wealth Management332,771$9.09M1.1%+199.6%0.047%
1/17/2025Beaumont Financial Advisors LLC33,986$928K0.1%+189.7%0.005%
1/17/2025MCF Advisors LLC3,311$90K0.0%+340.3%0.000%
1/17/2025Olympus Wealth Management LLC1,058,927$28.93M10.5%+184.0%0.151%
1/17/2025Verum Partners LLC65,762$1.80M0.5%+197.4%0.009%
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1/17/2025Oxinas Partners Wealth Management LLC107,734$2.94M1.7%+248.9%0.015%
1/17/2025Commons Capital LLC18,528$506K0.5%+200.3%0.003%
1/17/2025Enclave Advisors LLC94,769$2.59M0.4%+190.7%0.014%
1/17/2025Planned Solutions Inc.21,218$580K0.2%+226.8%0.003%
1/17/2025Atomi Financial Group Inc.169,673$4.64M0.2%+372.8%0.024%
1/17/2025Signature Resources Capital Management LLC1,245$34K0.0%+200.0%0.000%
1/17/2025Great Waters Wealth Management87,742$2.40M0.3%+197.2%0.013%
1/17/2025LifePlan Financial LLC25,701$702K0.6%+185.7%0.004%
1/17/2025Transform Wealth LLC192,865$5.27M0.3%+316.2%0.027%
1/17/2025Alpha Cubed Investments LLC160,765$4.39M0.2%+206.4%0.023%
1/17/2025Courage Miller Partners LLC420,025$11.48M3.9%+200.4%0.060%
1/17/2025Clear Harbor Asset Management LLC7,534$206K0.0%N/A0.001%
1/17/2025Segment Wealth Management LLC57,630$1.57M0.1%+200.0%0.008%
1/16/2025Charles Schwab Trust Co344,670$9.42M0.8%+208.6%0.049%
1/16/2025Kiley Juergens Wealth Management LLC511,262$13.97M3.5%+209.4%0.073%
1/16/2025Aspiriant LLC49,991$1.37M0.0%+228.3%0.007%
1/16/2025Chesapeake Wealth Management106,446$2.91M1.0%+203.1%0.015%
1/16/2025Ballentine Partners LLC10,563$289K0.0%N/A0.002%
1/16/2025Pure Financial Advisors LLC14,093$385K0.0%+142.3%0.002%
1/16/2025Tudor Financial Inc.224,424$6.13M3.6%+200.5%0.032%
1/16/2025New Hampshire Trust19,043$520K0.1%N/A0.003%
1/16/2025Koshinski Asset Management Inc.658,825$18.00M0.0%+168.9%0.094%
1/16/2025Hoese & Co LLP966$26K0.0%N/A0.000%
1/16/2025 Breakwater Investment Management161,099$4.40M1.8%+190.9%0.023%
1/16/2025Colorado Capital Management Inc.35,361$966K0.5%+204.9%0.005%
1/16/2025Harbor Investment Advisory LLC10,330$282K0.0%+205.3%0.001%
1/16/2025Gemmer Asset Management LLC22,692$620K0.1%+202.8%0.003%
1/16/2025Zhang Financial LLC74,728$2.04M0.1%N/A0.011%
1/16/2025MassMutual Private Wealth & Trust FSB10,470$286K0.0%+519.9%0.001%
1/16/2025FLC Capital Advisors187,024$5.11M1.2%+194.5%0.027%
1/16/2025True Link Financial Advisors LLC1,568,525$42.85M3.6%+206.6%0.224%
1/16/2025UMB Bank n.a.8,100$221K0.0%+200.0%0.001%
1/16/2025AHL Investment Management Inc.135,118$3.69M2.6%+199.4%0.019%
1/16/2025Access Financial Services Inc.157,299$4.30M1.9%+193.9%0.022%
1/16/2025LPF Advisors LLC130,146$3.56M3.0%+212.9%0.019%
1/16/2025Oldfather Financial Services LLC13,480$368K0.1%+188.2%0.002%
1/16/2025Wooster Corthell Wealth Management Inc.20,002$546K0.1%N/A0.003%
1/16/2025Thrive Wealth Management LLC48,022$1.31M0.2%+204.6%0.007%
1/16/2025Ironwood Financial llc16,391$448K0.1%+413.8%0.002%
1/16/2025Scott Capital Advisors LLC1,686,234$46.03M13.2%+203.3%0.240%
1/16/2025Financial Freedom LLC5,046$138K0.1%+105.9%0.001%
1/16/2025Diversify Advisory Services LLC46,822$1.27M0.1%+8.2%0.007%
1/16/2025Pine Haven Investment Counsel Inc11,644$318K0.3%+328.4%0.002%
1/16/2025Diversify Wealth Management LLC233,549$6.31M0.5%+2.1%0.033%
1/16/2025LVW Advisors LLC3,597,636$98.29M11.8%+203.4%0.513%
1/16/2025Global Wealth Management LLC689,235$18.83M12.0%+198.5%0.098%
1/16/2025Smart Money Group LLC192,237$5.25M1.8%-5.0%0.027%
1/16/2025Successful Portfolios LLC15,070$412K0.3%+198.5%0.002%
1/16/2025Annex Advisory Services LLC11,506$314K0.0%+184.2%0.002%
1/16/2025Evanson Asset Management LLC56,715$1.55M0.1%+286.7%0.008%
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1/16/2025Brady Martz Wealth Solutions LLC1,073,750$29.55M7.1%N/A0.153%
1/16/2025Ballast Inc.14,415$394K0.1%+199.6%0.002%
1/16/2025Cambridge Advisors Inc.153,528$4.19M0.9%+204.2%0.022%
1/16/2025Bernardo Wealth Planning LLC13,546$366K0.1%+3.8%0.002%
1/16/2025Murphy Middleton Hinkle & Parker Inc.45,038$1.23M0.7%+210.2%0.006%
1/16/2025Liberty One Investment Management LLC76,741$2.10M0.2%+183.7%0.011%
1/16/2025McElhenny Sheffield Capital Management LLC10,815$295K0.1%+200.0%0.002%
1/16/2025Mission Hills Financial Advisory LLC192,381$5.26M4.1%+9.9%0.027%
1/16/2025Clarius Group LLC50,976$1.39M0.1%+253.2%0.007%
1/15/2025 J2 Capital Management Inc12,114$331K0.3%N/A0.002%
(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, 1,765 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 1,628 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), Orgel Wealth Management LLC ($7.67M), LPL Financial LLC ($4.31M), Keystone Financial Planning Inc. ($4.30M), LVW Advisors LLC ($3.37M), Strategic Financial Concepts LLC ($3.10M), and Raymond James Financial Services Advisors Inc. ($2.93M).

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

Institutional investors have bought a total of 182,099,593 shares in the last 24 months. This purchase volume represents approximately $4.72B in transactions.

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

Of the 992 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 51,686,461 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 1/18/2025 by MarketBeat.com Staff
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