Who Owns SCHD?
Schwab U.S. Dividend Equity ETF — Institutional Ownership & 13F Holdings
$31.15
-0.06 (-0.18%)
Market Cap
$85.6B
Shares Outstanding
2,719,461,390
Institutional Holders
1,766
Total Inst. Value
$17.1B
% of Float Held
—
QoQ Holder Change
+951
Institutional data as of Q1 2025
New Positions
583
Closed Positions
105
Increased
629
Decreased
430
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $901.5M | 32,243,420 |
| 2 | MORGAN STANLEY | $820.9M | 29,361,323 |
| 3 | RAYMOND JAMES FINANCIAL INC | $592.7M | 21,199,631 |
| 4 | SUMITOMO LIFE INSURANCE CO | $519.2M | 18,570,000 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $496.7M | 17,763,626 |
| 6 | AMERIPRISE FINANCIAL INC | $491.2M | 17,539,875 |
| 7 | UBS Group AG | $433.0M | 15,485,194 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $325.9M | 11,654,619 |
| 9 | Orgel Wealth Management, LLC | $322.1M | 11,520,110 |
| 10 | OSAIC HOLDINGS, INC. | $281.0M | 10,047,605 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +886K | $820.9M |
| AMERIPRISE FINANCIAL INC | +113K | $491.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +8.0M | $325.9M |
| Orgel Wealth Management, LLC | +458K | $322.1M |
| OSAIC HOLDINGS, INC. | +5.7M | $281.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | -17.4M | $901.5M |
| SUMITOMO LIFE INSURANCE CO | -8.3M | $519.2M |
| Strategic Financial Concepts, LLC | -3.4M | $5.7M |
| WELLS FARGO & COMPANY/MN | -2.3M | $278.5M |
| D.A. DAVIDSON & CO. | -1.7M | $51.1M |
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Frequently Asked Questions
How many institutional investors hold SCHD?
As of Q1 2025, 1766 institutional investors report holding SCHD (Schwab U.S. Dividend Equity ETF) in their 13F filings.
Which hedge fund owns the most SCHD?
The largest institutional holder of SCHD is BANK OF AMERICA CORP /DE/ with $901.5M in shares.
Are institutions buying or selling SCHD?
This quarter, 583 institutions opened new positions in SCHD and 105 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.