Institutional shares held 916 Million
4.89M calls
2.23M puts
Total value of holdings $24.8B
$133M calls
$60.5M puts
# of Institutions 2,007


Latest Institutional Activity in SCHD

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 38.9M ($1.05B)
Q2 2025
Park Avenue Securities LLC Shares Held: 862K ($23.3M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 12.1M ($327M)
Q2 2025
Diversified Enterprises, LLC Shares Held: 4.56M ($124M)
Q2 2025
Albion Financial Group Shares Held: 883K ($23.9M)

Top Sells

Q2 2025
Orgel Wealth Management, LLC Shares Held: 396K ($10.7M)
Q2 2025
Marquette Asset Management, LLC Shares Held: 310K ($8.4M)
Q2 2025
Adamsbrown Wealth Consultants LLC Shares Held: 1.13M ($30.7M)
Q2 2025
Presidio Capital Management, LLC Shares Held: 925K ($25.1M)
Q2 2025
Novem Group Shares Held: 20.4K ($552K)

About SCHD

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