Institutional shares held 869 Million
4.95M calls
2.61M puts
Total value of holdings $23.7B
$135M calls
$71.1M puts
# of Institutions 2,058


Latest Institutional Activity in SCHD

Top Purchases

Q4 2025
Argent Capital Management LLC Shares Held: 1.09M ($29.6M)
Q4 2025
Canal Capital Management, LLC Shares Held: 241K ($6.57M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 157K ($4.28M)
Q4 2025
Westview Management Dba Westview Investment Advisors Shares Held: 71.3K ($1.94M)
Q4 2025
Noble Family Wealth, LLC Shares Held: 1.43M ($38.9M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.69M ($210M)
Q4 2025
Keystone Financial Planning, Inc. Shares Held: 6.04M ($164M)
Q4 2025
Orgel Wealth Management, LLC Shares Held: 349K ($9.52M)
Q4 2025
Wealth Care Investment Partners, LLC Shares Held: 111K ($3.01M)
Q4 2025
True Wealth Advisors, LLC Shares Held: 172K ($4.68M)

About SCHD

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