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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

Schwab US Dividend Equity ETF logo
$25.43 -0.17 (-0.66%)
Closing price 04/15/2025 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)
1697
Total
Institutional Inflows
(last 12 months)
$14.82B
Number of
Institutional Sellers
(last 12 months)
572
Total
Institutional Outflows
(last 12 months)
$423.63M
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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
4/15/2025ForthRight Wealth Management LLC1,059,480$29.62M9.9%+2.8%0.041%
4/15/2025Members Wealth LLC136,376$3.81M2.9%+6.4%0.005%
4/15/2025GPS Wealth Strategies Group LLC24,823$694K0.1%-4.8%0.001%
4/15/2025Fifth Third Bancorp3,129,487$87.50M0.3%+3.0%0.121%
4/15/2025Simon Quick Advisors LLC127,822$3.57M0.2%-1.9%0.005%
4/15/2025Zhang Financial LLC72,301$2.02M0.1%-3.2%0.003%
4/15/2025Paladin Advisory Group LLC142,984$4.00M3.2%-0.6%0.006%
4/15/2025Ulland Investment Advisors LLC7,546$211K0.2%+20,861.1%0.000%
4/15/2025Baker Ellis Asset Management LLC397,882$11.13M1.6%-1.3%0.015%
4/15/2025Chris Bulman Inc120,185$3.36M2.1%+66.2%0.005%
4/15/2025Skyline Advisors Inc.616,111$17.23M6.8%+2.1%0.024%
4/15/2025Alpha Omega Wealth Management LLC194,457$5.44M1.0%-1.5%0.008%
4/15/2025Capital Advisory Group Advisory Services LLC37,471$1.05M0.4%+16.8%0.001%
4/15/2025Trinity Financial Advisors LLC462,167$12.92M2.6%+3.7%0.018%
4/15/2025Transform Wealth LLC131,436$3.68M0.2%-31.9%0.005%
4/15/2025Ironwood Financial llc20,492$573K0.1%+25.0%0.001%
4/15/2025Focus Financial Network Inc.3,262,533$91.22M3.7%+2.5%0.126%
4/15/2025Donaldson Capital Management LLC241,251$6.75M0.3%-6.4%0.009%
4/15/2025Foresight Capital Management Advisors Inc.20,789$581K0.4%-7.7%0.001%
4/15/2025Ellenbecker Investment Group130,263$3.64M0.7%+1.1%0.005%
4/15/2025Eagle Capital Management LLC864,599$24.17M10.7%+0.3%0.034%
4/15/2025Charis Legacy Partners LLC22,042$616K1.2%N/A0.001%
4/15/2025Curbstone Financial Management Corp444,626$12.43M2.6%+9.3%0.017%
4/15/2025Columbia Advisory Partners LLC370,061$10.35M9.0%+1.1%0.014%
4/15/2025Redhawk Wealth Advisors Inc.220,553$6.17M0.8%+14.9%0.009%
4/15/2025CX Institutional13,143$367K0.0%N/A0.001%
4/15/2025Latko Wealth Management Ltd.465,015$13.00M8.4%-4.0%0.018%
4/15/2025Integrated Advisors Network LLC707,556$19.78M1.0%-34.1%0.027%
4/15/2025Integral Investment Advisors Inc.324,958$9.09M2.9%+3.9%0.013%
4/15/2025Orgel Wealth Management LLC11,520,110$322.10M8.4%+4.1%0.447%
4/15/2025Sanibel Captiva Trust Company Inc.30,199$844K0.0%+34.5%0.001%
4/15/2025Sonora Investment Management Group LLC35,645$997K0.1%+47.1%0.001%
4/15/2025Crescent Sterling Ltd.244,158$6.83M7.0%+6.1%0.009%
4/15/2025MADDEN SECURITIES Corp313,669$8.77M3.4%-1.2%0.012%
4/15/2025Attessa Capital LLC76,587$2.14M1.4%-11.4%0.003%
4/15/2025Fiduciary Financial Group LLC9,275$259K0.1%+11.1%0.000%
4/15/2025Simplicity Wealth LLC147,184$4.12M0.3%+341.0%0.006%
4/15/2025 GAMMA Investing LLC8,700$243K0.0%-10.8%0.000%
4/15/2025Wealthcare Capital Management LLC23,610$660K0.1%N/A0.001%
4/15/2025Wealthcare Advisory Partners LLC1,468,080$41.05M1.1%+4.1%0.057%
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4/15/2025Signet Financial Management LLC8,525$238K0.0%-25.4%0.000%
4/14/2025 Bruce G. Allen Investments LLC294,487$8.23M6.5%+4.5%0.012%
4/14/2025 Midland Wealth Advisors LLC18,282$511K0.0%-2.4%0.001%
4/14/2025 International Private Wealth Advisors LLC17,106$478K0.5%-7.3%0.001%
4/14/2025 Investment Advisory Group LLC106,004$2.96M1.0%+18.0%0.004%
4/14/2025 Pallas Capital Advisors LLC186,558$5.22M0.2%-1.2%0.007%
4/14/2025 WFA Asset Management Corp417,238$11.67M6.8%-53.7%0.017%
4/14/2025 Patrick M Sweeney & Associates Inc.15,745$440K0.3%+4.3%0.001%
4/14/2025 Farther Finance Advisors LLC700,385$19.52M0.5%+41.8%0.028%
4/14/2025 Great Waters Wealth Management87,148$2.44M0.3%-0.7%0.003%
4/14/2025 Toth Financial Advisory Corp7,667$214K0.0%-13.7%0.000%
4/14/2025 Centricity Wealth Management LLC29,805$833K0.8%-25.0%0.001%
4/14/2025 Outlook Wealth Advisors LLC9,426$264K0.1%+19.5%0.000%
4/14/2025 Financial Designs Corp116,159$3.25M2.3%+0.8%0.005%
4/14/2025 AHL Investment Management Inc.134,612$3.76M2.6%-0.4%0.005%
4/14/2025 CGC Financial Services LLC2,253,695$63.01M24.9%+3.1%0.089%
4/14/2025 Capital Investment Advisors LLC126,066$3.53M0.1%+14.3%0.005%
4/14/2025 BCS Wealth Management277,186$7.75M2.0%-2.8%0.011%
4/14/2025 Disciplined Equity Management Inc.1,777$50K0.0%-60.5%0.000%
4/14/2025 Bangor Savings Bank78,673$2.20M0.2%-9.5%0.003%
4/14/2025 OLD National Bancorp IN13,798$386K0.0%N/A0.001%
4/14/2025 SOA Wealth Advisors LLC.36,440$1.02M0.1%+1.6%0.001%
4/14/2025 Global Wealth Management LLC689,679$19.28M11.1%+0.1%0.027%
4/14/2025 Bank of New Hampshire30,590$855K0.2%+12.1%0.001%
4/14/2025 Miracle Mile Advisors LLC175,192$4.90M0.1%-2.8%0.007%
4/14/2025 RDA Financial Network70,568$1.97M0.6%+36.2%0.003%
4/14/2025 Patriot Financial Group Insurance Agency LLC66,997$1.80M0.2%+11.0%0.003%
4/14/2025 Rockwood Wealth Management LLC12,784$357K0.0%+34.4%0.001%
4/14/2025 Whitaker Myers Wealth Managers LTD.899,104$25.14M7.1%+10.3%0.036%
4/14/2025 Wedmont Private Capital96,852$2.71M0.1%+6.5%0.004%
4/14/2025 Perennial Advisors LLC8,850$247K0.0%N/A0.000%
4/14/2025 Sentinel Pension Advisors LLC24,476$684K0.1%-3.0%0.001%
4/14/2025 LexAurum Advisors LLC172,941$4.84M0.9%+2.3%0.007%
4/14/2025 Sunflower Bank N.A.14,076$394K0.1%+3.3%0.001%
4/11/2025 Godsey & Gibb Inc.17,900$500K0.0%-4.2%0.001%
4/11/2025 Joule Financial LLC746,769$20.88M7.3%+2.0%0.030%
4/11/2025 Intergy Private Wealth LLC974,009$27.23M10.4%+2.1%0.039%
4/11/2025 Towneley Capital Management Inc DE732,531$20.48M4.8%+2.9%0.029%
4/11/2025 Pine Haven Investment Counsel Inc12,464$348K0.3%+7.0%0.000%
4/11/2025 GGM Financials LLC12,733$356K0.2%-26.8%0.001%
4/11/2025 LPF Advisors LLC116,933$3.27M2.7%-10.2%0.005%
4/11/2025 Vanguard Capital Wealth Advisors29,728$831K1.0%+5.4%0.001%
4/11/2025 OLIO Financial Planning169,399$4.74M1.6%+3.1%0.007%
4/11/2025 Seneca House Advisors18,276$511K0.2%-2.8%0.001%
4/11/2025 KFG Wealth Management LLC39,436$1.10M0.2%+43.2%0.002%
4/11/2025 First National Corp MA ADV595,077$16.64M3.7%+2.9%0.024%
4/11/2025 Verum Partners LLC56,060$1.57M0.4%-14.8%0.002%
4/11/2025 Sard Wealth Management Group LLC423,551$11.84M7.9%+2.4%0.017%
4/11/2025 Sovereign Financial Group Inc.15,038$420K0.1%+6.7%0.001%
4/11/2025 Ehrlich Financial Group49,464$1.38M1.0%-4.1%0.002%
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4/11/2025 Burkett Financial Services LLC1,580,169$44.18M18.0%+2.5%0.063%
4/11/2025 SeaCrest Wealth Management LLC112,274$3.14M0.4%-6.4%0.004%
4/11/2025 Prospect Financial Services LLC74,621$2.09M1.2%+29.3%0.003%
4/11/2025 Procyon Advisors LLC14,219$398K0.0%-8.3%0.001%
4/11/2025 Davis Capital Management292,588$8.18M6.5%-2.0%0.012%
4/11/2025 Oxinas Partners Wealth Management LLC129,323$3.62M2.1%+20.0%0.005%
4/11/2025 Magnus Financial Group LLC23,640$661K0.1%+4.8%0.001%
4/11/2025 Insight Advisors LLC PA194,197$5.43M0.9%+15.6%0.008%
4/11/2025 Pinnacle Wealth Management Group Inc.12,789$358K0.2%+40.7%0.001%
4/11/2025 Adamsbrown Wealth Consultants LLC1,607,111$44.94M14.1%+4.8%0.064%
(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, 2,017 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 1,943 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 603,603,065 shares in the last 24 months. This purchase volume represents approximately $16.30B in transactions.

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

Of the 984 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 53,107,736 shares in the last 24 months. This volume of shares sold represents approximately $1.34B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 4/16/2025 by MarketBeat.com Staff
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