Institutional shares held 892 Million
5.24M calls
2.88M puts
Total value of holdings $24B
$141M calls
$77.5M puts
# of Institutions 2,004


Latest Institutional Activity in SCHD

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 38.9M ($1.05B)
Q2 2025
Rmg Wealth Management LLC Shares Held: 4.9M ($132M)
Q2 2025
Ddd Partners, LLC Shares Held: 1.2M ($32.1M)
Q2 2025
Duncan Williams Asset Management, LLC Shares Held: 1.12M ($30.2M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 19.2M ($517M)

Top Sells

Q2 2025
Orgel Wealth Management, LLC Shares Held: 396K ($10.7M)
Q2 2025
Bank Of America Corp Shares Held: 28.6M ($768M)
Q2 2025
Raymond James Financial Inc Shares Held: 17.5M ($471M)
Q2 2025
Ameriprise Financial Inc Shares Held: 14.8M ($397M)
Q2 2025
Marquette Asset Management, LLC Shares Held: 310K ($8.34M)

About SCHD

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