Institutional shares held 872 Million
4.95M calls
2.61M puts
Total value of holdings $23.8B
$135M calls
$71.1M puts
# of Institutions 2,056


Latest Institutional Activity in SCHD

Top Purchases

Q3 2025
Sumitomo Life Insurance CO Shares Held: 31.1M ($846M)
Q3 2025
Cetera Investment Advisers Shares Held: 35M ($954M)
Q3 2025
Rakuten Investment Management, Inc. Shares Held: 41.6M ($1.13B)
Q3 2025
Cibc World Market Inc. Shares Held: 5.33M ($145M)
Q3 2025
Lido Advisors, LLC Shares Held: 1.18M ($32.2M)

Top Sells

Q3 2025
Ameriprise Financial Inc Shares Held: 9.3M ($253M)
Q3 2025
Rmg Wealth Management LLC Shares Held: 282K ($7.68M)
Q3 2025
Diversified Enterprises, LLC Shares Held: 338K ($9.21M)
Q3 2025
Lpl Financial LLC Shares Held: 36.3M ($989M)
Q3 2025
Ima Wealth, Inc. Shares Held: 624K ($17M)

About SCHD

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