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. 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 quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Matrix Advisors Value FundSell-8,8626,521$200,052
Q1 2026Sequoia Financial AdvisorsSell-5,426384,289$11,789,992
Q1 2026Eagle Capital ManagementBuy2,355929,233$28,509
Q4 2025Sequoia Financial AdvisorsSell-17,632389,715$10,689,875
Q4 2025Eagle Capital ManagementBuy4,735926,878$25,424
Q3 2025Renaissance Technologies LLCBuy228,174260,474$7,110,940
Q3 2025Sequoia Financial AdvisorsBuy193,419407,347$11,120,567
Q3 2025Eagle Capital ManagementBuy27,224922,143$25,175
Q3 2025Matrix Advisors Value FundSell-4,18815,383$419,974
Q2 2025Eagle Capital ManagementBuy30,320894,919$23,715
Q2 2025Sequoia Financial AdvisorsBuy506213,928$5,669,102
Q2 2025Matrix Advisors Value FundBuy1419,571$518,653
Q1 2025Renaissance Technologies LLCSell-57,70032,300$903,108
Q1 2025Matrix Advisors Value FundBuy19,55719,557$546,839
Q1 2025Sequoia Financial AdvisorsBuy9,977213,422$5,967,282
Q1 2025Eagle Capital ManagementBuy2,234864,599$24,174
Q4 2024Eagle Capital ManagementBuy579,549862,365$23,560
Q4 2024Sequoia Financial AdvisorsBuy153,945203,445$5,558,113
Q4 2024Renaissance Technologies LLCBuy39,50090,000$2,458,800
Q3 2024Renaissance Technologies LLCSell-19,00050,500$4,268,765
Q3 2024Sequoia Financial AdvisorsBuy2,60549,500$4,184,253
Q3 2024Eagle Capital ManagementBuy2,575282,816$23,906
Q2 2024Sequoia Financial AdvisorsSell-4,75646,895$3,646,557
Q2 2024Eagle Capital ManagementBuy252280,241$21,792
Q1 2024Renaissance Technologies LLCBuy66,40069,500$5,604
Q1 2024Eagle Capital ManagementBuy11,567279,989$22,576
Q1 2024Sequoia Financial AdvisorsSell-4,12151,651$4,164,586
Q4 2023Eagle Capital ManagementSell-1,777268,422$20,435
Q4 2023Sequoia Financial AdvisorsSell-22955,772$4,245,908
Q3 2023Sequoia Financial AdvisorsSell-4,65056,001$3,962,618

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.

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