Institutional shares held 850 Million
4.82M calls
2.73M puts
Total value of holdings $21.6B
$122M calls
$69.4M puts
# of Institutions 1,956


Latest Institutional Activity in SCHD

Top Purchases

Q1 2025
Orgel Wealth Management, LLC Shares Held: 11.5M ($293M)
Q1 2025
Presidio Capital Management, LLC Shares Held: 1.4M ($35.5M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 317K ($8.06M)
Q1 2025
Smithbridge Asset Management Inc Shares Held: 301K ($7.66M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 700K ($17.8M)

Top Sells

Q1 2025
Wfa Asset Management Corp Shares Held: 417K ($10.6M)
Q1 2025
Summit Global Investments Shares Held: 16.3K ($413K)
Q1 2025
Integrated Advisors Network LLC Shares Held: 708K ($18M)
Q1 2025
Gamma Investing LLC Shares Held: 8.7K ($221K)
Q1 2025
Access Financial Services, Inc. Shares Held: 21.7K ($551K)

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×
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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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