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
Q2 2020Sequoia Financial AdvisorsSell-11,4770$850
Q2 2020Renaissance Technologies LLCSell-9,00010,000$518
Q2 2020Eagle Capital ManagementBuy3,14339,048$2,021
Q1 2020Renaissance Technologies LLCBuy9,70019,000$855
Q1 2020Eagle Capital ManagementSell-7,30635,905$1,615
Q1 2020Sequoia Financial AdvisorsBuy1,40711,477$516
Q4 2019Eagle Capital ManagementSell-36143,211$2,503
Q4 2019Sequoia Financial AdvisorsBuy9410,070$583
Q3 2019Sequoia Financial AdvisorsBuy1,1109,976$547
Q3 2019Eagle Capital ManagementBuy36043,572$2,387
Q2 2019Eagle Capital ManagementSell-1,10043,212$2,293
Q2 2019Sequoia Financial AdvisorsBuy8458,866$471
Q1 2019Sequoia Financial AdvisorsBuy8,0218,021$419
Q1 2019Eagle Capital ManagementBuy4,44744,312$2,317
Q4 2018Renaissance Technologies LLCBuy2,4009,300$437
Q4 2018Eagle Capital ManagementBuy41739,865$1,873
Q3 2018Eagle Capital ManagementBuy5,07539,448$2,091
Q3 2018Renaissance Technologies LLCBuy6006,900$366
Q2 2018Eagle Capital ManagementSell-44234,373$1,694
Q1 2018Eagle Capital ManagementSell-10,64234,815$1,707
Q1 2018Renaissance Technologies LLCBuy6,3006,300$309
Q4 2017Eagle Capital ManagementBuy26445,457$2,326
Q3 2017Eagle Capital ManagementBuy69945,193$2,115
Q2 2017Eagle Capital ManagementBuy60344,494$2,007
Q1 2017Eagle Capital ManagementBuy3,15743,891$1,957
Q4 2016Eagle Capital ManagementSell-62640,734$1,775
Q3 2016Eagle Capital ManagementBuy1,69641,360$1,750
Q2 2016Eagle Capital ManagementSell-90439,664$1,644
Q1 2016Eagle Capital ManagementSell-48740,568$1,626
Q4 2015Eagle Capital ManagementBuy74941,055$1,583

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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