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