Institutional shares held 887 Million
4.89M calls
2.23M puts
Total value of holdings $23.2B
$128M calls
$58.5M puts
# of Institutions 1,996


Latest Institutional Activity in SCHD

Top Purchases

Q1 2025
Rakuten Investment Management, Inc. Shares Held: 33M ($864M)
Q1 2025
Wealthspire Advisors, LLC Shares Held: 29.6M ($773M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 10M ($263M)
Q1 2025
Lpl Financial LLC Shares Held: 38.8M ($1.02B)
Q1 2025
Jones Financial Companies Lllp Shares Held: 2.08M ($54.5M)

Top Sells

Q1 2025
Bank Of America Corp Shares Held: 32.2M ($844M)
Q1 2025
Sumitomo Life Insurance CO Shares Held: 18.6M ($486M)
Q1 2025
Wells Fargo & Company Shares Held: 9.96M ($261M)
Q1 2025
D.A. Davidson & Co. Shares Held: 1.83M ($47.8M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 18.1M ($475M)

About SCHD

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