Institutional shares held 848 Million
4.82M calls
2.73M puts
Total value of holdings $23.4B
$133M calls
$75.3M puts
# of Institutions 1,954


Latest Institutional Activity in SCHD

Top Purchases

Q1 2025
Presidio Capital Management, LLC Shares Held: 1.4M ($38.5M)
Q1 2025
Gamma Investing LLC Shares Held: 243K ($6.71M)
Q1 2025
Asset Allocation & Management Company, LLC Shares Held: 297K ($8.2M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 888K ($24.5M)
Q1 2025
Allied Investment Advisors, LLC Shares Held: 1.53M ($42.2M)

Top Sells

Q1 2025
Summit Global Investments Shares Held: 16.3K ($448K)
Q1 2025
Waller Financial Planning Group, Inc Shares Held: 577K ($15.9M)
Q1 2025
Capital Market Strategies LLC Shares Held: 15.7K ($434K)
Q1 2025
Legacy Financial Strategies, LLC Shares Held: 473K ($13.1M)
Q1 2025
Winthrop Advisory Group LLC Shares Held: 360K ($9.93M)

About SCHD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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