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 $12.02M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $11.79M 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
$12.02M
Largest Holder
Sequoia Financial Advisors
Largest Position
$11.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$11.79M
- Matrix Advisors Value Fund$200,052
- Eagle Capital Management$28,509
SCHD News
All news- Eagle Capital's Focus: Top 4 ETFs Dominate Portfolio
Apr 21, 2026 · valut.ai
- Ravenel Boykin Curry IV's Portfolio Snapshot: Top Holdings Analysis for Eagle Capital Management
Apr 21, 2026 · valut.ai
- Ravenel Boykin Curry IV's Top Holdings: Eagle Capital Management Portfolio Analysis
Apr 21, 2026 · valut.ai
- Ravenel Boykin Curry IV's Portfolio Snapshot: Top Holdings Analysis for Q1 2026
Apr 21, 2026 · valut.ai
- Ravenel Boykin Curry IV's Top Holdings: Analysis of Eagle Capital Management Portfolio Focus
Apr 21, 2026 · valut.ai
- Ravenel Boykin Curry IV Portfolio Analysis: Q1 2026 Investment Activity
Apr 21, 2026 · valut.ai
- Ravenel Boykin Curry IV Portfolio Snapshot: Top Holdings & Recent Changes
Apr 21, 2026 · valut.ai
- Ravenel Boykin Curry IV Portfolio Trends: Q1 2026 Share Changes
Apr 21, 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