Institutional shares held 282 Million
1.92M calls
1.16M puts
Total value of holdings $7.7B
$52.4M calls
$31.7M puts
# of Institutions 1,762


Latest Institutional Activity in SCHD

Top Purchases

Q4 2024
Cva Family Office, LLC Shares Held: 2.3M ($62.1M)
Q4 2024
Burkett Financial Services, LLC Shares Held: 1.54M ($41.7M)
Q4 2024
Waller Financial Planning Group, Inc Shares Held: 679K ($18.3M)
Q4 2024
Stonehearth Capital Management, LLC Shares Held: 610K ($16.5M)
Q4 2024
Trinity Financial Advisors LLC Shares Held: 445K ($12M)

Top Sells

Q4 2024
Kozak & Associates, Inc. Shares Held: 383 ($10.3K)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 37.9K ($1.02M)
Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.11M ($83.9M)
Q3 2024
Ameriprise Financial Inc Shares Held: 5.77M ($156M)
Q3 2024
Legacy Financial Strategies, LLC Shares Held: 170K ($4.58M)

About SCHD

Track Institutional and Insider Activities on SCHD

Follow SCHWAB STRATEGIC TR US DIVIDEN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHD shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Dividen insider buys or sells SCHD shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US DIVIDEN

Track Activities on SCHD