SCHD · Schwab U.S. Dividend Equity ETF ETF
$34.80
-0.28 (-0.80%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 17
Total Value: $85,921,252
Total Shares: 2,709,595
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 17 13F filers · Δ vs Mar 31, 2026Top Holder
38.6%
−14.1 pts
Top 5
94.0%
−4.3 pts
Top 10
98.3%
−1.7 pts
HHI
2,966
Highly concentrated−659
Quarterly Activity
vs Mar 31, 2026
New
11
Increased
2
Decreased
2
Sold Out
3
Unchanged
2
Holder count:
+8
Institutional value:
+250.9%
Shares held:
+239.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +7,929 | 22,520 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | +2,192 | 11,699 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Principia Wealth Advisory, LLC | −35,921 | 117,965 | |
| Small TUCKER ASSET MANAGEMENT LLC | −263 | 3,165 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 1,045,500 | $33,152,805 | |
| Small Financial Insights, Inc. | 965,398 | $30,612,770 | |
| Large Corient Private Wealth LLC | 362,931 | $11,508,542 | |
| Mid Parkside Financial Bank & Trust | 55,271 | $1,752,643 | |
| Small Wellington Grp LLC | 49,246 | $1,561,590 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 420,566 | $12,902,964 | |
| Large M&T Bank Corp | 171,551 | $5,263,183 | |
| Small Allie Family Office LLC | 24,173 | $741,627 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Financial Insights, Inc. SCHD | $30,612,770 | 35.63% | 965,398 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC SCHD | $21,280,581 | 24.77% | 671,100 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SCHD | $11,872,224 | 13.82% | 374,400 | Put | 2026-09-02 | |
| Large Corient Private Wealth LLC SCHD | $11,508,542 | 13.39% | 362,931 | Shares | 2026-08-27 | |
| Small Principia Wealth Advisory, LLC SCHD | $3,740,670 | 4.35% | 117,965 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank SCHD | $1,752,643 | 2.04% | 55,271 | Shares | 2026-09-04 | |
| Small Wellington Grp LLC SCHD | $1,561,590 | 1.82% | 49,246 | Shares | 2026-08-26 | |
| Small Range Advisory, LLC SCHD | $714,109 | 0.83% | 22,520 | Shares | 2026-09-02 | |
| Small Planning Project LLC SCHD | $508,406 | 0.59% | 16,033 | Shares | 2026-09-01 | |
| Small BROWN, LISLE/CUMMINGS, INC. SCHD | $461,539 | 0.54% | 14,555 | Shares | 2026-09-02 | |
| Small Second Line Capital, LLC SCHD | $445,398 | 0.52% | 14,046 | Shares | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. SCHD | $392,633 | 0.46% | 12,382 | Shares | 2026-08-25 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group SCHD | $370,975 | 0.43% | 11,699 | Shares | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC SCHD | $350,744 | 0.41% | 11,061 | Shares | 2026-09-03 | |
| Small Alternative Investment Advisors, LLC. SCHD | $236,937 | 0.28% | 7,472 | Shares | 2026-08-31 | |
| Small TUCKER ASSET MANAGEMENT LLC SCHD | $100,362 | 0.12% | 3,165 | Shares | 2026-08-27 | |
| Small Cornerstone Financial Management LLC SCHD | $10,464 | 0.01% | 330 | Shares | 2026-08-28 | |
| Small AFFINITY WEALTH LLC SCHD | $665 | 0.00% | 21 | Shares | 2026-08-26 |