Institutional shares held 276 Million
1.52M calls
741K puts
Total value of holdings $7.82B
$43M calls
$21M puts
# of Institutions 1,684


Latest Institutional Activity in SCHD

Top Purchases

Q3 2024
Allied Investment Advisors, LLC Shares Held: 477K ($13.5M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 4.28M ($121M)
Q3 2024
Mfa Wealth Advisors, LLC Shares Held: 412K ($11.7M)
Q3 2024
Cwm, LLC Shares Held: 1.36M ($38.5M)
Q3 2024
Tull Financial Group, Inc. Shares Held: 232K ($6.58M)

Top Sells

Q3 2024
Legacy Financial Strategies, LLC Shares Held: 170K ($4.8M)
Q3 2024
Perigon Wealth Management, LLC Shares Held: 59.8K ($1.7M)
Q3 2024
Raymond James & Associates Shares Held: 1.57M ($44.6M)
Q3 2024
Central Trust CO Shares Held: 574K ($16.3M)
Q3 2024
Merit Financial Group, LLC Shares Held: 379K ($10.7M)

About SCHD

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