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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$27.76 -0.19 (-0.68%)
Closing price 03/21/2025 04:10 PM Eastern
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$27.84 +0.08 (+0.29%)
As of 03/21/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1690
Total
Institutional Inflows
(last 12 months)
$14.72B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$385.28M
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SCHD Institutional Buying and Selling by Quarter

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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
3/18/2025Objective Capital Management LLC10,302$281K0.2%+200.6%0.000%
3/18/2025Triton Wealth Management PLLC104,342$3.04M1.5%+195.0%0.004%
3/17/2025 Wealth Enhancement Advisory Services LLC11,471,870$313.41M0.6%+216.1%0.463%
3/17/2025 NorthCrest Asset Manangement LLC42,182$1.15M0.0%+200.4%0.002%
3/17/2025Members Wealth LLC128,225$3.55M2.7%N/A0.005%
3/14/2025Keystone Financial Services LLC151,252$4.13M3.8%N/A0.006%
3/14/2025 Hara Capital LLC4,666$127K0.1%+200.1%0.000%
3/13/2025Silver Oak Wealth Advisors Services LLC8,270$226K0.2%N/A0.000%
3/12/2025 Northstar Financial Companies Inc.21,120$577K0.5%N/A0.001%
3/12/2025 Centaurus Financial Inc.120,308$3.29M0.2%+192.1%0.005%
3/10/2025 SpringVest Wealth Management LLC99,925$2.73M2.3%N/A0.004%
3/7/2025 Aegis Wealth Management LLC100,144$2.74M1.9%N/A0.004%
3/6/2025 Elite Financial Inc.824,871$22.54M12.2%N/A0.034%
3/6/2025 Wood Tarver Financial Group LLC38,676$1.06M0.4%N/A0.002%
3/6/2025 TFR Capital LLC.21,773$595K0.3%N/A0.001%
3/5/2025 Berkeley Inc174,825$4.78M2.5%+208.6%0.007%
3/5/2025 Financial Insights Inc.884,707$24.17M9.3%+214.0%0.036%
3/5/2025 Copley Financial Group Inc.13,687$374K0.3%+308.2%0.001%
3/4/2025 Comprehensive Money Management Services LLC19,270$526K0.4%N/A0.001%
3/4/2025 Buska Wealth Management LLC35,597$973K0.3%+206.6%0.001%
2/28/2025 Brooklyn FI LLC83,028$2.27M0.4%N/A0.003%
2/27/2025 Skyline Advisors Inc.603,443$16.49M6.4%+209.8%0.025%
2/27/2025Jefferies Financial Group Inc.22,998$628K0.0%+195.6%0.001%
2/27/2025 Landaas & Co. WI ADV29,520$806K0.2%+200.0%0.001%
2/27/2025 Bernard Wealth Management Corp.371,458$10.15M4.7%N/A0.015%
2/27/2025 XY Planning Network Inc.56,472$1.54M1.2%N/A0.002%
2/27/2025 Pinnacle Wealth Planning Services Inc.12,407$339K0.1%N/A0.001%
2/27/2025 Carolinas Wealth Consulting LLC788,881$21.55M3.7%+161.8%0.032%
2/25/2025 Heck Capital Advisors LLC1,460,303$39.90M2.4%N/A0.060%
2/25/2025 B. Riley Wealth Advisors Inc.130,374$3.56M0.1%+191.0%0.005%
2/25/2025 Brick & Kyle Associates13,985$382K0.2%-96.0%0.001%
2/25/2025 Armis Advisers LLC11,988$328K0.0%N/A0.000%
2/25/2025 Integrated Advisors Network LLC1,074,033$29.34M1.4%+221.4%0.044%
2/25/2025 Chokshi & Queen Wealth Advisors Inc15,735$430K0.3%N/A0.001%
2/24/2025 Wilkins Miller Wealth Management LLC29,055$794K0.8%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC582,967$16.20M5.9%N/A0.024%
2/24/2025 Great Valley Advisor Group Inc.851,307$23.26M0.5%+229.1%0.035%
2/24/2025 Ameriflex Group Inc.48,233$1.34M0.6%N/A0.002%
2/24/2025 United Advisor Group LLC57,948$1.58M0.3%+237.5%0.002%
2/22/2025 American Trust27,294$746K0.1%N/A0.001%
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2/21/2025 Ascent Group LLC14,726$402K0.0%+31.0%0.001%
2/21/2025 Aberdeen Wealth Management LLC7,500$205K0.1%+200.0%0.000%
2/21/2025 Vermillion Wealth Management Inc.123,549$3.38M1.7%N/A0.005%
2/20/2025 Forum Financial Management LP20,613$563K0.0%+265.5%0.001%
2/20/2025 Michels Family Financial LLC220,974$6.04M5.5%N/A0.009%
2/20/2025 Revisor 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%
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%
Elon Musk is helping print “new gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
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%
(Data available from 1/1/2016 forward)

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SCHD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHD shares?

During the previous two years, 2,015 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 1,940 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 601,740,251 shares in the last 24 months. This purchase volume represents approximately $16.24B 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 51,818,983 shares in the last 24 months. This volume of shares sold represents approximately $1.30B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 3/23/2025 by MarketBeat.com Staff
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