SCHWAB US DVD EQUITY ETF (SCHD) Institutional Ownership and Insiders Activity
SCHWAB US DVD EQUITY ETF (SCHD) is widely held by institutional investors, with 3 tracked firms reporting positions valued at approximately $11.58M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $11.34M in SCHD holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
3
Total Reported Value
$11.58M
Largest Holder
Sequoia Financial Advisors
Largest Position
$11.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$11.34M
- Matrix Advisors Value Fund$207,173
- Eagle Capital Management$29,630
SCHD News
All news- Noble Family Wealth LLC Investment Activity Q2 2026: Significant Purchases and Sales Observed
Aug 9, 2026 · valut.ai
- Regimen Wealth LLC Portfolio Changes Q3 2026: Significant ETF Buys Highlight Holdings Shift
Aug 9, 2026 · valut.ai
- Aspire Capital Advisors Llc Activity Analysis: Q3 2026 Portfolio Shifts Revealed
Aug 9, 2026 · valut.ai
- Berger Financial Group Inc Portfolio Shifts in Q2 2026: Strategic ETF Purchases and Technology Sales Observed
Aug 9, 2026 · valut.ai
- Evergreen Advisors LLC Q2 2026 Portfolio Activity: Significant Increases Across Holdings
Aug 8, 2026 · valut.ai
- Schaeffer Financial Llc Portfolio Changes in Q3 2026
Aug 5, 2026 · valut.ai
- Powers Advisory Group Q2 2026 Portfolio Activity Report
Aug 4, 2026 · valut.ai
- Avantax Planning Partners Inc Portfolio Changes in Q3 2026
Jul 30, 2026 · valut.ai
Related SCHD Institutional Insights:
- SCHD Institutional Ownership & Insiders Activity
- SCHD Institutional Ownership & 13F Activity
- SCHD Top Institutional Shareholders
- SCHD Institutional Buying Activity
- SCHD Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SCHD Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings