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Schwab US Dividend Equity ETF (SCHD) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Number of
Institutional Buyers
(last 12 months)
1141
Total
Institutional Inflows
(last 12 months)
$4.55B
Number of
Institutional Sellers
(last 12 months)
754
Total
Institutional Outflows
(last 12 months)
$2.63B
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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
5/9/2024Fortis Capital Advisors LLC7,254$585K0.2%N/A0.001%
5/9/2024Souders Financial Advisors302,292$24.37M3.8%+2.1%0.043%
5/9/2024Texas Yale Capital Corp.58,347$4.71M0.2%+12.8%0.008%
5/9/2024Miramar Capital LLC10,840$848K0.2%+1.4%0.002%
5/9/2024New Insight Wealth Advisors141,269$11.39M7.1%+0.7%0.020%
5/9/2024Koshinski Asset Management Inc.275,718$22.23M2.3%-4.9%0.039%
5/8/2024Cozad Asset Management Inc.183,674$14.81M1.5%+3.3%0.026%
5/8/2024Bell Investment Advisors Inc108,176$8.72M1.7%+2.3%0.015%
5/8/2024MAI Capital Management260,593$21.01M0.2%+5.8%0.037%
5/8/2024Baltimore Washington Financial Advisors Inc.2,577$208K0.0%N/A0.000%
5/8/2024Sheets Smith Wealth Management115,068$9.28M1.0%-0.7%0.016%
5/8/2024Ethos Financial Group LLC100,242$8.09M1.5%+0.6%0.014%
5/8/2024Paladin Advisory Group LLC50,538$4.05M3.2%-4.7%0.007%
5/8/2024Bleakley Financial Group LLC9,360$755K0.0%-4.2%0.001%
5/8/2024Great Diamond Partners LLC13,420$1.08M0.2%-3.9%0.002%
5/8/2024Heritage Wealth Advisors1,802$145K0.0%+1,101.3%0.000%
5/8/2024Avantax Advisory Services Inc.7,775,195$626.91M5.6%+4.0%1.111%
5/8/2024US Bancorp DE52,017$4.19M0.0%+32.8%0.007%
5/8/2024Russell Investments Group Ltd.831$67K0.0%N/A0.000%
5/8/2024 Cornerstone Planning Group LLC412,214$32.14M10.0%+7.1%0.059%
5/8/2024 QRG Capital Management Inc.6,193$499K0.0%N/A0.001%
5/8/2024 Trademark Financial Management LLC20,252$1.63M1.4%-6.2%0.003%
5/8/2024 Headlands Technologies LLC3,902$315K0.1%+221.9%0.001%
5/8/2024 Verus Financial Partners Inc.295,333$23.81M2.8%+3.7%0.042%
5/8/2024 Williams Jones Wealth Management LLC.2,610$210K0.0%N/A0.000%
5/8/2024 Semus Wealth Partners LLC21,394$1.73M1.5%-46.7%0.003%
5/8/2024 Keeler Thomas Management LLC8,903$718K0.2%-47.5%0.001%
5/8/2024 Thoroughbred Financial Services LLC141,690$11.42M1.1%-11.6%0.020%
5/7/2024 Verus Capital Partners LLC104,819$8.45M0.9%-5.7%0.015%
5/7/2024 Capital Square LLC32,229$2.60M1.8%N/A0.005%
5/7/2024 Choate Investment Advisors48,580$3.92M0.1%+22.0%0.007%
5/7/2024 Fiduciary Family Office LLC5,000$403K0.2%-10.7%0.001%
5/7/2024 Sei Investments Co.70,002$5.64M0.0%-6.9%0.010%
5/7/2024 Abbrea Capital LLC32,887$2.65M0.3%+1.4%0.005%
5/7/2024 White Lighthouse Investment Management Inc.42,403$3.42M0.7%-0.5%0.006%
5/7/2024 GW Henssler & Associates Ltd.3,845$310K0.0%-8.1%0.001%
5/7/2024 Stonebrook Private Inc.10,239$826K0.2%+17.7%0.001%
5/7/2024 Concurrent Investment Advisors LLC19,005$1.53M0.1%+332.8%0.003%
5/7/2024 Keudell Morrison Wealth Management173,990$14.03M4.2%+9.9%0.025%
5/7/2024 TCI Wealth Advisors Inc.3,170$256K0.0%N/A0.000%
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5/7/2024 BCGM Wealth Management LLC36,651$2.96M1.1%-75.3%0.005%
5/7/2024 WealthPLAN Partners LLC61,646$4.97M0.5%-3.4%0.009%
5/7/2024 Keating Investment Counselors Inc.12,923$1.04M0.3%-13.6%0.002%
5/7/2024 49 Wealth Management LLC6,928$555K0.1%+25.8%0.001%
5/7/2024 CarsonAllaria Wealth Management Ltd.321$26K0.0%N/A0.000%
5/7/2024 KCM Investment Advisors LLC64,787$5.22M0.2%-2.1%0.009%
5/7/2024 Smithfield Trust Co50,835$4.10M0.2%-9.1%0.007%
5/7/2024 Bernardo Wealth Planning LLC2,607$210K0.1%N/A0.000%
5/7/2024 Pillar Wealth Advisors LLC40,097$3.23M2.4%+21.9%0.006%
5/7/2024 LPF Advisors LLC40,694$3.28M3.3%+10.6%0.006%
5/7/2024 Oppenheimer Asset Management Inc.40,532$3.27M0.0%-27.9%0.006%
5/7/2024 Oppenheimer & Co. Inc.107,238$8.65M0.1%+15.1%0.015%
5/7/2024 PFG Advisors232,549$18.75M1.4%+4.0%0.033%
5/7/2024 Guardian Asset Advisors LLC13,563$1.09M0.9%+13.6%0.002%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management22,782$1.84M0.1%+7.2%0.003%
5/7/2024 Obermeyer Wood Investment Counsel Lllp4,223$340K0.0%-12.8%0.001%
5/7/2024 Wealthspire Advisors LLC5,035,345$406M5.4%-3.1%0.720%
5/7/2024 Insight Advisors LLC PA27,309$2.20M0.4%+149.6%0.004%
5/7/2024 Marquette Asset Management LLC655,395$52.85M9.2%-5.7%0.094%
5/6/2024 Envestnet Portfolio Solutions Inc.95,461$7.70M0.0%-1.5%0.014%
5/6/2024 HBC Financial Services PLLC7,180$552K0.4%+8.1%0.001%
5/6/2024 SYM FINANCIAL Corp44,942$3.62M0.6%-62.0%0.006%
5/6/2024 Kades & Cheifetz LLC196,875$15.87M10.2%+2.4%0.028%
5/6/2024 VitalStone Financial LLC16,416$1.32M1.0%-13.9%0.002%
5/6/2024 Advisory Services Network LLC199,431$16.08M0.4%+2.2%0.029%
5/6/2024 TFG Advisers LLC2,955$238K0.1%N/A0.000%
5/6/2024 Advisory Alpha LLC13,488$1.09M0.0%+5.3%0.002%
5/4/2024 Howland Capital Management LLC3,205$258K0.0%N/A0.000%
5/4/2024 Evergreen Advisors LLC429,265$34.61M10.6%+1.9%0.061%
5/4/2024 Geneos Wealth Management Inc.22,526$1.82M0.1%-30.1%0.003%
5/4/2024 9258 Wealth Management LLC8,407$678K0.1%N/A0.001%
5/4/2024 Valley Wealth Managers Inc.9,081$732K0.1%-8.0%0.001%
5/4/2024 Team Hewins LLC4,345$350K0.0%+5.6%0.001%
5/4/2024 Commonwealth Retirement Investments LLC29,310$2.36M1.1%-4.7%0.004%
5/4/2024 Paulson Wealth Management Inc.27,971$2.26M0.7%-3.0%0.004%
5/4/2024 Csenge Advisory Group184,195$14.85M0.8%-0.1%0.026%
5/4/2024 Joseph P. Lucia & Associates LLC53,258$4.29M2.3%+3.1%0.008%
5/4/2024 Glassman Wealth Services2,398$193K0.0%+7.1%0.000%
5/3/2024 Carson Advisory Inc.4,864$392K0.3%-6.1%0.001%
5/3/2024 Avidian Wealth Solutions LLC24,854$2.00M0.1%-4.0%0.004%
5/3/2024 TFB Advisors LLC4,171$321K0.1%N/A0.001%
5/3/2024 Smithbridge Asset Management Inc. DE72,626$5.86M1.2%+0.2%0.010%
5/3/2024 RIA Advisory Group LLC27,662$2.23M0.9%+395.3%0.004%
5/3/2024 Larson Financial Group LLC2,925$236K0.0%+9.7%0.000%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,025$970K0.1%N/A0.002%
5/3/2024 AA Financial Advisors LLC3,743$302K0.1%+32.9%0.001%
5/3/2024 CapWealth Advisors LLC75,884$6.12M0.7%-1.4%0.011%
5/3/2024 Central Pacific Bank Trust Division316$25K0.0%N/A0.000%
5/3/2024 Wulff Hansen & CO.17,112$1.38M1.4%+7.4%0.002%
5/3/2024 Whittier Trust Co.8,647$697K0.0%-55.0%0.001%
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5/2/2024 Mutual Advisors LLC192,721$15.54M0.5%-2.3%0.028%
5/2/2024 Diversified LLC1,128,581$91.00M12.5%+493.3%0.161%
5/2/2024 Paradigm Strategies in Wealth Management LLC227,538$18.35M11.3%+1.4%0.033%
5/2/2024 Smart Money Group LLC90,458$6.96M2.7%-69.5%0.013%
5/2/2024 Salomon & Ludwin LLC7,604$613K0.1%+10.6%0.001%
5/2/2024 Pegasus Asset Management Inc.3,939$318K0.1%+4.5%0.001%
5/2/2024 First Command Advisory Services Inc.188,752$15.21M0.2%+4.3%0.027%
5/2/2024 USAdvisors Wealth Management LLC86,567$6.95M2.6%-16.6%0.012%
5/2/2024 Financial Counselors Inc.151,430$12.21M0.2%-44.1%0.022%
5/2/2024 Pacific Wealth Strategies Group Inc.17,958$1.45M1.2%+1.7%0.003%
(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, 1,633 institutional investors and hedge funds held shares of Schwab US Dividend Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($797.65M), Charles Schwab Investment Advisory Inc. ($737.00M), Avantax Advisory Services Inc. ($626.91M), Morgan Stanley ($576.18M), Northwestern Mutual Wealth Management Co. ($574.50M), 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 1,529 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. ($6.32M), LPL Financial LLC ($5.08M), Raymond James Financial Services Advisors Inc. ($4.08M), Merit Financial Group LLC ($3.43M), Northwestern Mutual Wealth Management Co. ($3.08M), Commonwealth Equity Services LLC ($2.66M), and Meitav Dash Investments Ltd. ($2.45M).

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

Institutional investors have bought a total of 147,439,639 shares in the last 24 months. This purchase volume represents approximately $10.85B in transactions.

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

Of the 943 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 ($3.55M), Meitav Investment House Ltd. ($2.41M), Ameriprise Financial Inc. ($1.36M), Cresset Asset Management LLC ($1.22M), SVB Wealth LLC ($1.21M), Wealthspire Advisors LLC ($1.00M), and Granite Bay Wealth Management LLC ($1.00M).

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

Institutional investors have sold a total of 49,819,350 shares in the last 24 months. This volume of shares sold represents approximately $3.67B in transactions.


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This page (NYSEARCA:SCHD) was last updated on 5/9/2024 by MarketBeat.com Staff

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