Institutional shares held 274 Million
1.95M calls
715K puts
Total value of holdings $22.2B
$158M calls
$58.1M puts
# of Institutions 1,644


Latest Institutional Activity in SCHD

Top Purchases

Q2 2024
Sumitomo Life Insurance CO Shares Held: 8.94M ($726M)
Q2 2024
Manning & Napier Advisors LLC Shares Held: 255K ($20.7M)
Q2 2024
Keystone Financial Planning, Inc. Shares Held: 1.76M ($143M)
Q2 2024
Olympus Wealth Management, LLC Shares Held: 430K ($34.9M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 3.53M ($286M)

Top Sells

Q2 2024
Tru Wealth Advisors, LLC Shares Held: 108K ($8.74M)
Q2 2024
Raymond James & Associates Shares Held: 1.66M ($134M)
Q2 2024
Segment Wealth Management, LLC Shares Held: 19.2K ($1.56M)
Q2 2024
Kohmann Bosshard Financial Services, LLC Shares Held: 401K ($32.5M)
Q2 2024
Csenge Advisory Group Shares Held: 73.3K ($5.95M)

About SCHD

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