SCHD Institutional Ownership
Schwab U.S. Dividend Equity ETF
1W: +1.2%
1M: +6.4%
3M: +3.8%
YTD: +26.6%
1Y: +31.3%
3Y: +65.5%
5Y: +58.6%
$35.12
-0.18 (-0.51%)
Weekly Expected Move ±1.8%
$34
$35
$35
$36
$37
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — SCHD
2,244
Institutional Holders
+79 vs prior quarter
0.0%
Ownership
+0.00pp
26B
Total Invested
197
New Positions
1081
Increased
722
Reduced
80
Closed
0.73
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2330 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SUMITOMO LIFE INSURANCE CO | 59,569,934 | 2.1B | +14,119,934 | +31.1% | 4Q | SEC ↗ |
| 2 | Rakuten Investment Management, Inc. | 47,138,834 | 1.7B | -36,045,234 | -43.3% | 4Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 35,964,374 | 1.3B | +5,102,120 | +16.5% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 33,495,236 | 1.2B | +2,633,635 | +8.5% | 54Q | SEC ↗ |
| 5 | MORGAN STANLEY | 27,882,415 | 979M | +1,546,302 | +5.9% | 59Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 25,487,103 | 895M | +1,302,580 | +5.4% | 23Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 18,067,002 | 635M | +886,918 | +5.2% | 7Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 17,667,059 | 620M | +354,983 | +2.1% | 51Q | SEC ↗ |
| 9 | UBS Group AG | 14,272,113 | 501M | -361,658 | -2.5% | 47Q | SEC ↗ |
| 10 | Wealthspire Advisors, LLC | 13,574,503 | 477M | +263,057 | +2.0% | 28Q | SEC ↗ |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 13,398,710 | 471M | -336,004 | -2.4% | 44Q | SEC ↗ |
| 12 | Wealthfront Advisers LLC | 12,619,208 | 443M | -188,634 | -1.5% | 31Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 11,007,943 | 387M | +2,352,002 | +27.2% | 56Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 10,869,562 | 382M | +1,315,834 | +13.8% | 26Q | SEC ↗ |
| 15 | Virginia Estate & Retirement Planning NEW | 10,533,989 | 370M | — | +0.0% | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 10,190,067 | 358M | +891,334 | +9.6% | 53Q | SEC ↗ |
| 17 | Cassaday & Co Wealth Management LLC | 9,917,423 | 348M | +348,397 | +3.6% | 15Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 9,607,085 | 337M | +162,613 | +1.7% | 35Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 8,187,261 | 288M | +294,367 | +3.7% | 16Q | SEC ↗ |
| 20 | Mariner, LLC | 6,973,748 | 245M | -632,571 | -8.3% | 40Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 6,750,017 | 237M | +1,381,434 | +25.7% | 37Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 6,650,047 | 234M | +106,734 | +1.6% | 53Q | SEC ↗ |
| 23 | Keystone Financial Planning, Inc. | 6,250,349 | 220M | -513,358 | -7.6% | 51Q | SEC ↗ |
| 24 | CIBC WORLD MARKET INC. | 6,233,348 | 219M | +75,581 | +1.2% | 6Q | SEC ↗ |
| 25 | Avantax Planning Partners, Inc. | 5,394,015 | 189M | -113,542 | -2.1% | 39Q | SEC ↗ |
| 26 | HHM Wealth Advisors, LLC | 5,312,613 | 187M | +156,107 | +3.0% | 31Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 5,226,355 | 184M | +91,694 | +1.8% | 43Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 4,932,758 | 173M | +1,077,762 | +28.0% | 13Q | SEC ↗ |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 4,807,434 | 169M | -172,351 | -3.5% | 22Q | SEC ↗ |
| 30 | Creative Planning | 4,737,864 | 166M | +339,826 | +7.7% | 44Q | SEC ↗ |
| 31 | KEYBANK NATIONAL ASSOCIATION/OH | 4,471,583 | 157M | +634,792 | +16.5% | 31Q | SEC ↗ |
| 32 | CWM, LLC | 4,054,445 | 142M | -1,450,613 | -26.4% | 18Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 3,890,026 | 137M | -422,249 | -9.8% | 42Q | SEC ↗ |
| 34 | Kestra Advisory Services, LLC | 3,635,397 | 128M | +112,270 | +3.2% | 24Q | SEC ↗ |
| 35 | TRUIST FINANCIAL CORP | 3,261,496 | 115M | +82,201 | +2.6% | 27Q | SEC ↗ |
| 36 | Berger Financial Group, Inc | 3,205,319 | 113M | +210,210 | +7.0% | 23Q | SEC ↗ |
| 37 | Cresset Asset Management, LLC | 2,989,722 | 105M | +179,532 | +6.4% | 25Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 2,835,812 | 100M | +538,642 | +23.4% | 30Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 2,764,001 | 97M | +23,083 | +0.8% | 23Q | SEC ↗ |
| 40 | Valmark Advisers, Inc. | 2,632,336 | 92M | -33,325 | -1.3% | 44Q | SEC ↗ |
| 41 | Cerity Partners LLC | 2,522,251 | 89M | +19,848 | +0.8% | 29Q | SEC ↗ |
| 42 | Golden Reserve Retirement LLC | 2,339,310 | 82M | +51,656 | +2.3% | 6Q | SEC ↗ |
| 43 | Asset Advisors Investment Management, | 2,326,736 | 82M | -191,827 | -7.6% | 32Q | SEC ↗ |
| 44 | STIFEL FINANCIAL CORP | 2,324,517 | 82M | +19,079 | +0.8% | 35Q | SEC ↗ |
| 45 | MAI Capital Management | 2,289,163 | 80M | -15,692 | -0.7% | 23Q | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 2,080,899 | 73M | +61,547 | +3.0% | 35Q | SEC ↗ |
| 47 | Mirae Asset Global Investments Co., Lt | 2,075,065 | 73M | +443,221 | +27.2% | 13Q | SEC ↗ |
| 48 | Summit Asset Management, LLC | 2,068,062 | 73M | +7,658 | +0.4% | 59Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. | 2,054,311 | 72M | +128,838 | +6.7% | 17Q | SEC ↗ |
| 50 | Waverly Advisors, LLC | 2,043,019 | 72M | +296,601 | +17.0% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Virginia Estate & Retirement Planni | 10,533,989 | 370M |
| Carolina Wealth Management Inc | 909,270 | 32M |
| McCarthy Asset Management, Inc. | 805,382 | 28M |
| Global Retirement Partners, LLC | 672,307 | 24M |
| FIDUCIARY FINANCIAL ADVISORS | 485,030 | 17M |
| Biondo Investment Advisors, LLC | 358,450 | 13M |
| B&D White Capital Company, LLC | 296,287 | 10M |
| Keeler Thomas Management LLC | 268,611 | 9M |
| TPG Financial Advisors, LLC | 250,932 | 9M |
| Strategic Wealth Investment Group, | 211,700 | 7M |
| Stonebridge Financial Group, LLC/CA | 210,424 | 7M |
| Diversify Advisory Services, LLC | 199,365 | 7M |
| Vigilare Wealth Management | 197,121 | 7M |
| Copper Harbor Investment Advisors, | 189,804 | 7M |
| Headlands Technologies LLC | 186,000 | 7M |
| J.W. COLE ADVISORS, INC. | 174,018 | 6M |
| Liberty Capital Management, Inc. | 168,419 | 6M |
| COMPASS FINANCIAL MANAGEMENT LLC | 160,913 | 6M |
| Quantum Capital Management, LLC / N | 152,398 | 5M |
| Curated Wealth Partners LLC | 145,048 | 5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Paradiem, LLC | 1,833,707 | 64M |
| Baer Investment Advisory LLC | 1,526,950 | 54M |
| ARGENT CAPITAL MANAGEMENT LLC | 1,086,931 | 38M |
| CITADEL ADVISORS LLC | 836,839 | 29M |
| D. E. Shaw & Co., Inc. | 639,606 | 22M |
| Gilbert Capital Group, Inc. | 419,845 | 15M |
| Econ Financial Services Corp | 264,057 | 9M |
| Talisman Wealth Advisors LLC | 219,490 | 8M |
| WIN ADVISORS, INC | 201,790 | 7M |
| Guild Investment Management, Inc. | 174,170 | 6M |
| PERSONAL CFO SOLUTIONS, LLC | 170,652 | 6M |
| Oxinas Partners, LLC | 157,483 | 6M |
| KKM Financial LLC | 150,096 | 5M |
| SIH Partners, LLLP | 140,000 | 5M |
| Total Clarity Wealth Management, In | 121,869 | 4M |
| FSC Wealth Advisors, LLC | 116,031 | 4M |
| Vermillion & White Wealth Managemen | 104,581 | 4M |
| Oakmont Investment Advisors, Inc. | 79,927 | 3M |
| Marquette Asset Management, LLC | 72,295 | 3M |
| Balyasny Asset Management L.P. | 69,910 | 2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | +14,119,934 | +31.1% | 59,569,934 |
| BANK OF AMERICA CORP /DE | +5,102,120 | +16.5% | 35,964,374 |
| LPL Financial LLC | +2,633,635 | +8.5% | 33,495,236 |
| ROYAL BANK OF CANADA | +2,352,002 | +27.2% | 11,007,943 |
| MORGAN STANLEY | +1,546,302 | +5.9% | 27,882,415 |
| MML INVESTORS SERVICES, LLC | +1,381,434 | +25.7% | 6,750,017 |
| OSAIC HOLDINGS, INC. | +1,315,834 | +13.8% | 10,869,562 |
| Cetera Investment Advisers | +1,302,580 | +5.4% | 25,487,103 |
| Qube Research & Technologies Ltd | +1,149,787 | +2752.1% | 1,191,565 |
| Brookstone Capital Management | +1,124,540 | +147.0% | 1,889,445 |
| JONES FINANCIAL COMPANIES LLLP | +1,077,762 | +28.0% | 4,932,758 |
| WELLS FARGO & COMPANY/MN | +891,334 | +9.6% | 10,190,067 |
| RAYMOND JAMES FINANCIAL INC | +886,918 | +5.2% | 18,067,002 |
| Savant Capital, LLC | +867,341 | +592.0% | 1,013,858 |
| Ameritas Advisory Services, LLC | +656,892 | +108.4% | 1,262,852 |
| KEYBANK NATIONAL ASSOCIATION/OH | +634,792 | +16.5% | 4,471,583 |
| Baltimore-Washington Financial Advi | +541,743 | +6853.2% | 549,648 |
| MERCER GLOBAL ADVISORS INC /ADV | +538,642 | +23.4% | 2,835,812 |
| Arax Advisory Partners | +513,104 | +220.0% | 746,317 |
| MISSION WEALTH MANAGEMENT, LP | +501,661 | +872.0% | 559,189 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rakuten Investment Management, Inc. | -36,045,234 | -43.3% | 47,138,834 |
| Bouchey Financial Group, Ltd. | -1,841,711 | -78.1% | 514,953 |
| CWM, LLC | -1,450,613 | -26.4% | 4,054,445 |
| Independent Advisor Alliance | -919,955 | -90.6% | 95,650 |
| Mariner, LLC | -632,571 | -8.3% | 6,973,748 |
| Corient Private Wealth LP | -519,716 | -58.9% | 362,931 |
| Keystone Financial Planning, Inc. | -513,358 | -7.6% | 6,250,349 |
| Allworth Financial LP | -510,148 | -34.1% | 985,149 |
| American Financial Advisors, LLC | -444,734 | -32.3% | 930,420 |
| Ascentis Independent Advisors | -425,479 | -95.0% | 22,477 |
| JPMORGAN CHASE & CO | -422,249 | -9.8% | 3,890,026 |
| UBS Group AG | -361,658 | -2.5% | 14,272,113 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -357,931 | -86.1% | 57,647 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -336,004 | -2.4% | 13,398,710 |
| Redhawk Wealth Advisors, Inc. | -310,319 | -48.8% | 325,850 |
| SURIENCE PRIVATE WEALTH LLC | -281,962 | -84.8% | 50,368 |
| PFG Advisors | -277,921 | -25.3% | 820,421 |
| Juno Financial Group LLC | -228,167 | -68.3% | 105,877 |
| FLAGSHIP WEALTH ADVISORS, LLC | -217,122 | -63.7% | 123,884 |
| Cordgrass Capital Advisors, LLC | -215,510 | -61.7% | 133,699 |