Institutional shares held 274 Million
1.95M calls
715K puts
Total value of holdings $22.6B
$161M calls
$59M puts
# of Institutions 1,635


Latest Institutional Activity in SCHD

Top Purchases

Q2 2024
Sumitomo Life Insurance CO Shares Held: 8.94M ($737M)
Q2 2024
Allworth Financial LP Shares Held: 549K ($45.3M)
Q2 2024
Manning & Napier Advisors LLC Shares Held: 255K ($21M)
Q2 2024
Keystone Financial Planning, Inc. Shares Held: 1.76M ($145M)
Q2 2024
Olympus Wealth Management, LLC Shares Held: 430K ($35.5M)

Top Sells

Q2 2024
Tru Wealth Advisors, LLC Shares Held: 108K ($8.88M)
Q2 2024
Raymond James & Associates Shares Held: 1.66M ($137M)
Q2 2024
Segment Wealth Management, LLC Shares Held: 19.2K ($1.58M)
Q2 2024
Janiczek Wealth Management, LLC Shares Held: 251K ($20.7M)
Q2 2024
Kohmann Bosshard Financial Services, LLC Shares Held: 401K ($33M)

About SCHD

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