SCHWAB US DVD EQUITY ETF (SCHD) Institutional Ownership Changes & 13F Activity
SCHWAB US DVD EQUITY ETF (SCHD) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Matrix Advisors Value Fund, Sequoia Financial Advisors, Eagle Capital Management, and Renaissance Technologies LLC.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2015 | Eagle Capital Management | Sell | -1,745 | 40,306 | $1,449 |
| Q2 2015 | Eagle Capital Management | Buy | 338 | 42,051 | $1,610 |
| Q1 2015 | Eagle Capital Management | Sell | -3,526 | 41,713 | $1,644 |
| Q4 2014 | Eagle Capital Management | Buy | 1,760 | 45,239 | $1,803 |
| Q3 2014 | Eagle Capital Management | Buy | 1,499 | 43,479 | $1,677 |
| Q2 2014 | Eagle Capital Management | Buy | 2,830 | 41,980 | $1,607 |
| Q1 2014 | Eagle Capital Management | Sell | -84,928 | 39,150 | $1,443 |
| Q4 2013 | Eagle Capital Management | Buy | 124,078 | 124,078 | $4,549 |
Frequently asked questions about SCHD activity
Which institutional owners are buying SCHD?
Institutional owners buying SCHD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCHD activity?
"Buy" means an investor increased their reported position in SCHD compared to the prior reporting period. This reflects growing exposure to SCHWAB US DVD EQUITY ETF (SCHD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCHD increasing?
Institutional interest in SCHD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.