Institutional shares held 889 Million
4.89M calls
2.23M puts
Total value of holdings $24.1B
$133M calls
$60.5M puts
# of Institutions 2,004


Latest Institutional Activity in SCHD

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 12.1M ($327M)
Q2 2025
Adams Asset Advisors, LLC Shares Held: 232K ($6.28M)
Q2 2025
Redhawk Wealth Advisors, Inc. Shares Held: 404K ($11M)
Q2 2025
Channel Wealth LLC Shares Held: 395K ($10.7M)
Q2 2025
Waller Financial Planning Group, Inc Shares Held: 729K ($19.7M)

Top Sells

Q2 2025
Orgel Wealth Management, LLC Shares Held: 396K ($10.7M)
Q2 2025
Adamsbrown Wealth Consultants LLC Shares Held: 1.13M ($30.7M)
Q2 2025
Presidio Capital Management, LLC Shares Held: 925K ($25.1M)
Q2 2025
Fiduciary Alliance LLC Shares Held: 333K ($9.01M)
Q2 2025
Trust CO Shares Held: 16.6K ($449K)

About SCHD

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