Institutional shares held 275 Million
1.92M calls
1.16M puts
Total value of holdings $7.9B
$55.1M calls
$33.3M puts
# of Institutions 1,751


Latest Institutional Activity in SCHD

Top Purchases

Q3 2024
Japan Science & Technology Agency Shares Held: 2.59M ($74.5M)
Q3 2024
Diversified Enterprises, LLC Shares Held: 1.21M ($34.7M)
Q3 2024
Two Sigma Investments, LP Shares Held: 1.09M ($31.2M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 887K ($25.5M)
Q3 2024
Newman Dignan & Sheerar, Inc. Shares Held: 784K ($22.5M)

Top Sells

Q3 2024
Strategic Financial Concepts, LLC Shares Held: 37.9K ($1.09M)
Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.11M ($89.2M)
Q3 2024
Ameriprise Financial Inc Shares Held: 5.77M ($166M)
Q3 2024
Legacy Financial Strategies, LLC Shares Held: 170K ($4.87M)
Q3 2024
Modern Wealth Management, LLC Shares Held: 25.2K ($723K)

About SCHD

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