Institutional shares held 346 Million
1.92M calls
1.16M puts
Total value of holdings $9.65B
$53.6M calls
$32.3M puts
# of Institutions 1,789


Latest Institutional Activity in SCHD

Top Purchases

Q4 2024
Sumitomo Life Insurance CO Shares Held: 26.8M ($749M)
Q4 2024
Orgel Wealth Management, LLC Shares Held: 11.1M ($309M)
Q4 2024
Keystone Financial Planning, Inc. Shares Held: 5.37M ($150M)
Q4 2024
Lvw Advisors, LLC Shares Held: 3.6M ($100M)
Q4 2024
Fifth Third Bancorp Shares Held: 3.04M ($84.8M)

Top Sells

Q4 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 1.24K ($34.5K)
Q4 2024
Nbc Securities, Inc. Shares Held: 120 ($3.35K)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 68.6K ($1.91M)
Q4 2024
Steel Peak Wealth Management LLC Shares Held: 9.74K ($272K)
Q4 2024
Smart Money Group LLC Shares Held: 192K ($5.37M)

About SCHD

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