Institutional shares held 850 Million
4.82M calls
2.73M puts
Total value of holdings $21.6B
$122M calls
$69.4M puts
# of Institutions 1,956


Latest Institutional Activity in SCHD

Top Purchases

Q1 2025
Orgel Wealth Management, LLC Shares Held: 11.5M ($293M)
Q1 2025
Presidio Capital Management, LLC Shares Held: 1.4M ($35.5M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 317K ($8.06M)
Q1 2025
Smithbridge Asset Management Inc Shares Held: 301K ($7.66M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 700K ($17.8M)

Top Sells

Q1 2025
Wfa Asset Management Corp Shares Held: 417K ($10.6M)
Q1 2025
Summit Global Investments Shares Held: 16.3K ($413K)
Q1 2025
Integrated Advisors Network LLC Shares Held: 708K ($18M)
Q1 2025
Gamma Investing LLC Shares Held: 8.7K ($221K)
Q1 2025
Access Financial Services, Inc. Shares Held: 21.7K ($551K)

About SCHD

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