Institutional shares held 271 Million
1.95M calls
715K puts
Total value of holdings $21.7B
$156M calls
$57.3M puts
# of Institutions 1,633


Latest Institutional Activity in SCHD

Top Purchases

Q1 2024
Sumitomo Life Insurance CO Shares Held: 6.32M ($506M)
Q1 2024
Charles Schwab Trust Bank Shares Held: 1.82M ($146M)
Q1 2024
Cresset Asset Management, LLC Shares Held: 1.82M ($146M)
Q1 2024
Focus Financial Network, Inc. Shares Held: 1.02M ($81.7M)
Q1 2024
Diversified, LLC Shares Held: 1.13M ($90.4M)

Top Sells

Q1 2024
Bank Of America Corp Shares Held: 7.2M ($577M)
Q1 2024
Merit Financial Group, LLC Shares Held: 687K ($55M)
Q1 2024
Ameriprise Financial Inc Shares Held: 6.68M ($535M)
Q1 2024
Granite Bay Wealth Management, LLC Shares Held: 15.3K ($1.23M)
Q1 2024
Cetera Investment Advisers Shares Held: 420K ($33.6M)

About SCHD

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