Institutional shares held 276 Million
1.92M calls
1.16M puts
Total value of holdings $8.16B
$56.7M calls
$34.2M puts
# of Institutions 1,757


Latest Institutional Activity in SCHD

Top Purchases

Q3 2024
Japan Science & Technology Agency Shares Held: 2.59M ($76.6M)
Q3 2024
Diversified Enterprises, LLC Shares Held: 1.21M ($35.7M)
Q3 2024
Two Sigma Investments, LP Shares Held: 1.09M ($32.1M)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 913K ($26.9M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 887K ($26.2M)

Top Sells

Q3 2024
Strategic Financial Concepts, LLC Shares Held: 37.9K ($1.12M)
Q3 2024
Avantax Planning Partners, Inc. Shares Held: 3.11M ($91.7M)
Q3 2024
Ameriprise Financial Inc Shares Held: 5.77M ($170M)
Q3 2024
Legacy Financial Strategies, LLC Shares Held: 170K ($5.01M)
Q3 2024
Modern Wealth Management, LLC Shares Held: 25.2K ($743K)

About SCHD

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