Institutional shares held 272 Million
1.87M calls
847K puts
Total value of holdings $21.2B
$146M calls
$65.9M puts
# of Institutions 1,544


Latest Institutional Activity in SCHD

Top Purchases

Q4 2023
Bank Of America Corp Shares Held: 13.6M ($1.06B)
Q4 2023
Sumitomo Life Insurance CO Shares Held: 3M ($234M)
Q4 2023
Wealth Enhancement Advisory Services, LLC Shares Held: 3.23M ($252M)
Q4 2023
Focus Financial Network Inc /Adv Shares Held: 1.26M ($98M)
Q4 2023
Japan Science & Technology Agency Shares Held: 970K ($75.6M)

Top Sells

Q4 2023
Strategic Investment Solutions, Inc. /Il Shares Held: 203K ($15.8M)
Q4 2023
Wealthfront Advisers LLC Shares Held: 5.28M ($411M)
Q4 2023
Cresset Asset Management, LLC Shares Held: 548K ($42.7M)
Q4 2023
International Assets Investment Management, LLC Shares Held: 15.5K ($1.2M)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 4.36M ($339M)

About SCHD

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