SCHD
Schwab U.S. Dividend Equity ETF
1W: +1.4%
1M: +4.0%
3M: +2.0%
YTD: +16.3%
1Y: +25.4%
3Y: +55.0%
5Y: +48.0%
$32.83
+0.58 (+1.80%)
Weekly Expected Move ±1.5%
$31
$31
$32
$32
$33
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SCHD
2,154
Institutional Holders
+88 vs prior quarter
0.0%
Ownership
+0.00pp
23B
Total Invested
218
New Positions
819
Increased
928
Reduced
220
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2310 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Rakuten Investment Management, Inc. | 83,184,068 | 2.7B | +41,592,034 | +100.0% | 3Q | SEC ↗ |
| 2 | SUMITOMO LIFE INSURANCE CO | 45,450,000 | 1.5B | +14,400,000 | +46.4% | 3Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 30,862,254 | 1.0B | -16,082,890 | -34.3% | 13Q | SEC ↗ |
| 4 | LPL Financial LLC | 30,861,601 | 1.0B | -1,291,833 | -4.0% | 13Q | SEC ↗ |
| 5 | MORGAN STANLEY | 25,858,157 | $849M | -1,367,596 | -5.0% | 12Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 24,184,523 | $794M | -10,421,505 | -30.1% | 13Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 17,312,076 | $568M | +1,099,387 | +6.8% | 13Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 17,180,084 | $564M | +1,663,039 | +10.7% | 6Q | SEC ↗ |
| 9 | UBS Group AG | 14,633,771 | $480M | +490,444 | +3.5% | 13Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 13,734,714 | $451M | -323,146 | -2.3% | 13Q | SEC ↗ |
| 11 | Wealthspire Advisors, LLC | 13,311,446 | $437M | -224,275 | -1.7% | 13Q | SEC ↗ |
| 12 | Wealthfront Advisers LLC | 12,807,842 | $420M | -79,615 | -0.6% | 13Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 10,203,553 | $335M | +552,907 | +5.7% | 12Q | SEC ↗ |
| 14 | Cassaday & Co Wealth Management LLC | 9,569,026 | $314M | +324,778 | +3.5% | 13Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 9,553,728 | $314M | +355,573 | +3.9% | 13Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 9,444,472 | $310M | -564,161 | -5.6% | 13Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 8,655,941 | $284M | +660,876 | +8.3% | 13Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 7,892,894 | $259M | -704,032 | -8.2% | 13Q | SEC ↗ |
| 19 | Mariner, LLC | 7,606,319 | $250M | +706,876 | +10.2% | 13Q | SEC ↗ |
| 20 | Keystone Financial Planning, Inc. | 6,763,707 | $222M | +725,957 | +12.0% | 13Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 6,543,313 | $215M | +173,869 | +2.7% | 13Q | SEC ↗ |
| 22 | CIBC WORLD MARKET INC. | 6,157,767 | $202M | -864,992 | -12.3% | 5Q | SEC ↗ |
| 23 | Avantax Planning Partners, Inc. | 5,507,557 | $181M | -4,598,666 | -45.5% | 13Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 5,368,583 | $176M | -929,651 | -14.8% | 13Q | SEC ↗ |
| 25 | HHM Wealth Advisors, LLC | 5,156,506 | $169M | +138,225 | +2.8% | 13Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 5,134,661 | $169M | -277,147 | -5.1% | 13Q | SEC ↗ |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 4,979,785 | $163M | -2,712,642 | -35.3% | 13Q | SEC ↗ |
| 28 | Creative Planning | 4,398,038 | $144M | +106,479 | +2.5% | 13Q | SEC ↗ |
| 29 | JPMORGAN CHASE & CO | 4,312,275 | $142M | -980,262 | -18.5% | 13Q | SEC ↗ |
| 30 | CWM, LLC | 4,054,445 | $133M | -1,450,613 | -26.4% | 13Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 3,854,996 | $127M | +707,568 | +22.5% | 12Q | SEC ↗ |
| 32 | KEYBANK NATIONAL ASSOCIATION/OH | 3,836,791 | $126M | +280,129 | +7.9% | 13Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 3,523,127 | $116M | +126,902 | +3.7% | 13Q | SEC ↗ |
| 34 | TRUIST FINANCIAL CORP | 3,179,295 | $104M | -692,283 | -17.9% | 13Q | SEC ↗ |
| 35 | Noble Family Wealth, LLC | 3,010,110 | $99M | +1,582,419 | +110.8% | 13Q | SEC ↗ |
| 36 | Berger Financial Group, Inc | 2,995,109 | $98M | -157,747 | -5.0% | 13Q | SEC ↗ |
| 37 | Cresset Asset Management, LLC | 2,810,190 | $92M | +187,580 | +7.2% | 13Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 2,740,918 | $90M | +190,748 | +7.5% | 13Q | SEC ↗ |
| 39 | Valmark Advisers, Inc. | 2,665,661 | $88M | +38,194 | +1.5% | 13Q | SEC ↗ |
| 40 | Asset Advisors Investment Management, | 2,518,563 | $83M | -15,928 | -0.6% | 13Q | SEC ↗ |
| 41 | Cerity Partners LLC | 2,502,403 | $82M | -2,930,338 | -53.9% | 13Q | SEC ↗ |
| 42 | Charles Schwab Trust Bank | 2,498,231 | $82M | +480,472 | +23.8% | 8Q | SEC ↗ |
| 43 | Bouchey Financial Group Ltd | 2,356,664 | $77M | -179,398 | -7.1% | 13Q | SEC ↗ |
| 44 | STIFEL FINANCIAL CORP | 2,305,438 | $76M | +56,636 | +2.5% | 13Q | SEC ↗ |
| 45 | MAI Capital Management | 2,304,855 | $76M | +58,486 | +2.6% | 13Q | SEC ↗ |
| 46 | Golden Reserve Retirement LLC | 2,287,654 | $75M | -111,896 | -4.7% | 5Q | SEC ↗ |
| 47 | Summit Asset Management, LLC | 2,060,404 | $68M | +23,863 | +1.2% | 13Q | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 2,019,352 | $66M | -96,005 | -4.5% | 13Q | SEC ↗ |
| 49 | Focus Financial Network, Inc. | 1,983,174 | $65M | -200,456 | -9.2% | 9Q | SEC ↗ |
| 50 | Summit Financial Wealth Advisors, LLC | 1,981,994 | $65M | -29,411 | -1.5% | 12Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Paradiem, LLC | 1,833,707 | $60M |
| Baer Investment Advisory LLC | 1,526,950 | $50M |
| Legacy Edge Advisors, LLC | 701,321 | $23M |
| Mendel Capital Management LLC | 485,811 | $16M |
| Shorepoint Capital Partners LLC | 482,648 | $16M |
| Gilbert Capital Group, Inc. | 419,845 | $14M |
| Purpose Unlimited Inc. | 320,000 | $11M |
| CIBC Bancorp USA Inc. | 273,843 | $9M |
| Matrix Trust Co | 272,126 | $9M |
| PlanVest Financial, Inc | 259,164 | $9M |
| JANE STREET GROUP, LLC | 249,924 | $8M |
| TOWER BRIDGE ADVISORS | 247,554 | $8M |
| Spartan Wealth Advisory Services LL | 234,845 | $8M |
| CVFG LLC | 230,536 | $8M |
| PARK AVENUE SECURITIES LLC | 230,384 | $8M |
| Dickmeyer Boyce Financial Managemen | 226,769 | $7M |
| Andrews Advisory Associates, LLC | 210,961 | $7M |
| WIN ADVISORS, INC | 201,790 | $7M |
| Leo H. Evart, Inc. | 189,878 | $6M |
| Cubist Systematic Strategies, LLC | 170,319 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingstone Capital Partners Texas, L | 38,910,543 | 1.3B |
| Reliant Wealth Planning | 1,664,663 | $55M |
| ARGENT CAPITAL MANAGEMENT LLC | 1,086,931 | $36M |
| FAYEZ SAROFIM & CO | 820,000 | $27M |
| Towneley Capital Management, Inc / | 676,651 | $22M |
| MARSHALL WACE, LLP | 655,778 | $22M |
| Trinity Financial Advisors LLC | 477,010 | $16M |
| CITADEL ADVISORS LLC | 465,006 | $15M |
| O'Connor Financial Group LLC | 363,323 | $12M |
| Tradewinds, LLC. | 352,264 | $12M |
| HRT FINANCIAL LP | 278,597 | $9M |
| Lion Street Advisors, LLC | 267,754 | $9M |
| Custos Family Office, LLC | 265,619 | $9M |
| Econ Financial Services Corp | 264,057 | $9M |
| RENAISSANCE TECHNOLOGIES LLC | 260,474 | $9M |
| TUDOR INVESTMENT CORP ET AL | 200,996 | $7M |
| Guild Investment Management, Inc. | 174,170 | $6M |
| Advisors Capital Management, LLC | 167,407 | $5M |
| J.W. COLE ADVISORS, INC. | 159,928 | $5M |
| Oxinas Partners, LLC | 157,483 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Rakuten Investment Management, Inc. | +41,592,034 | +100.0% | 83,184,068 |
| SUMITOMO LIFE INSURANCE CO | +14,400,000 | +46.4% | 45,450,000 |
| RAYMOND JAMES FINANCIAL INC | +1,663,039 | +10.7% | 17,180,084 |
| Noble Family Wealth, LLC | +1,582,419 | +110.8% | 3,010,110 |
| D. E. Shaw & Co., Inc. | +1,324,752 | +520.8% | 1,579,109 |
| ENVESTNET ASSET MANAGEMENT INC | +1,099,387 | +6.8% | 17,312,076 |
| Independent Advisor Alliance | +868,536 | +590.6% | 1,015,605 |
| Mirae Asset Global Investments Co., | +784,885 | +92.7% | 1,631,844 |
| Integrated Wealth Concepts LLC | +740,511 | +205.8% | 1,100,333 |
| Keystone Financial Planning, Inc. | +725,957 | +12.0% | 6,763,707 |
| JONES FINANCIAL COMPANIES LLLP | +707,568 | +22.5% | 3,854,996 |
| Mariner, LLC | +706,876 | +10.2% | 7,606,319 |
| ROYAL BANK OF CANADA | +660,876 | +8.3% | 8,655,941 |
| Integrated Investment Consultants, | +613,331 | +109.3% | 1,174,696 |
| Kohmann Bosshard Financial Services | +567,930 | +82.9% | 1,252,656 |
| WELLS FARGO & COMPANY/MN | +552,907 | +5.7% | 10,203,553 |
| UBS Group AG | +490,444 | +3.5% | 14,633,771 |
| Charles Schwab Trust Bank | +480,472 | +23.8% | 2,498,231 |
| INDEPENDENT FINANCIAL GROUP, LLC | +445,597 | +121.5% | 812,351 |
| Sunburst Financial Group, LLC | +415,258 | +92.0% | 866,486 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -16,082,890 | -34.3% | 30,862,254 |
| Cetera Investment Advisers | -10,421,505 | -30.1% | 24,184,523 |
| Avantax Planning Partners, Inc. | -4,598,666 | -45.5% | 5,507,557 |
| Cerity Partners LLC | -2,930,338 | -53.9% | 2,502,403 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -2,712,642 | -35.3% | 4,979,785 |
| Sarver Vrooman Wealth Advisors | -1,746,649 | -51.4% | 1,654,095 |
| CWM, LLC | -1,450,613 | -26.4% | 4,054,445 |
| MORGAN STANLEY | -1,367,596 | -5.0% | 25,858,157 |
| LPL Financial LLC | -1,291,833 | -4.0% | 30,861,601 |
| Allworth Financial LP | -1,242,485 | -45.4% | 1,495,297 |
| AXXCESS WEALTH MANAGEMENT, LLC | -1,108,947 | -61.6% | 690,238 |
| JPMORGAN CHASE & CO | -980,262 | -18.5% | 4,312,275 |
| MML INVESTORS SERVICES, LLC | -929,651 | -14.8% | 5,368,583 |
| LVW Advisors, LLC | -880,712 | -39.5% | 1,348,255 |
| CIBC WORLD MARKET INC. | -864,992 | -12.3% | 6,157,767 |
| PLANNING DIRECTIONS INC | -859,612 | -63.9% | 485,048 |
| MJT & Associates Financial Advisory | -826,351 | -52.2% | 756,661 |
| Corient Private Wealth LLC | -774,763 | -46.7% | 882,647 |
| Nadler Financial Group, Inc. | -735,259 | -85.4% | 125,643 |
| AMERIPRISE FINANCIAL INC | -704,032 | -8.2% | 7,892,894 |