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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rakuten Investment Management, Inc., Mercer Global Advisors Inc, Corient Private Wealth Llc, Integrated Wealth Concepts Llc, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+354,983+2.1%17,667,059$560.22MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+97,585+141.2%166,691$5.29MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+3,360+38.4%12,114$384.13KQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+44+44.0%144$4.57KQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+1,607+14.7%12,537$397.55KQ2 2026Sep 18, 2026
Anchor Investment Management, LlcBuy+4,656+3.4%139,711$4.43MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+377,987+34.4%1,478,320$46.88MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+154+0.3%55,271$1.75MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcBuy+11,061—11,061$350.74KQ2 2026Sep 03, 2026
Brown, Lisle/Cummings, Inc.Buy+5,420+59.3%14,555$461.54KQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+49+0.4%14,046$445.40KQ2 2026Sep 02, 2026
Allie Family Office LlcSell-24,173-100.0%0$0.00Q2 2026Sep 01, 2026
Alternative Investment Advisors, Llc.Buy+81+1.1%7,472$236.94KQ2 2026Aug 31, 2026
Corient Private Wealth LlcSell-519,716-58.9%362,931$11.51MQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+49,246—49,246$1.56MQ2 2026Aug 26, 2026
Financial Insights, Inc.Buy+24,348+2.6%965,398$30.61MQ2 2026Aug 25, 2026
Tobias Financial Advisors, Inc.Buy+15+0.1%12,382$392.62KQ2 2026Aug 25, 2026
Serenity Investment AdvisorsBuy+35,308—35,308$1.24MQ2 2026Aug 24, 2026
West Michigan Advisors, LlcBuy+3,370+6.2%57,864$1.83MQ2 2026Aug 21, 2026
Bernard Wealth Management Corp.Buy+29+0.0%69,081$2.19MQ2 2026Aug 21, 2026
Forefront Wealth Partners, LlcBuy+24,922+42.8%83,215$2.64MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+1,662+15.7%12,219$387.48KQ2 2026Aug 20, 2026
Gill Capital Partners, LlcBuy+1,279+105.4%2,493$79.05KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+538,642+23.4%2,835,812$89.92MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+63,281+14.3%506,762$16.07MQ2 2026Aug 19, 2026
Wilson & Boucher Capital Management, LlcBuy+17,645—17,645$559.52KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+8,820+103.8%17,317$549.12KQ2 2026Aug 19, 2026
Prosperitas Financial LlcBuy+4,834+1.3%364,240$11.55MQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+5,546,800+13.3%47,138,834$1.51BQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+54,379—54,379$1.72MQ2 2026Aug 18, 2026
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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.