Institutional shares held 789 Million
4.7M calls
2.08M puts
Total value of holdings $21.9B
$131M calls
$57.8M puts
# of Institutions 1,919


Latest Institutional Activity in SCHD

Top Purchases

Q4 2024
Bank Of America Corp Shares Held: 49.6M ($1.38B)
Q4 2024
Lpl Financial LLC Shares Held: 36.3M ($1.01B)
Q4 2024
Raymond James Financial Inc Shares Held: 21.7M ($603M)
Q4 2024
Morgan Stanley Shares Held: 28.5M ($791M)
Q4 2024
Sumitomo Life Insurance CO Shares Held: 26.8M ($745M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 198K ($5.51M)
Q4 2024
Ci Private Wealth, LLC Shares Held: 1.01M ($28M)
Q4 2024
Proficio Capital Partners LLC Shares Held: 14K ($389K)
Q4 2024
Members Advisory Group LLC Shares Held: 24.9K ($693K)
Q4 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 1.24K ($34.3K)

About SCHD

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