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- Whitaker-Myers Wealth Managers: Significant ETF Purchases and Sales Observed in Q2 2026
Jul 12, 2026 · valut.ai
- Juncture Wealth Strategies Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed
Jul 11, 2026 · valut.ai
- Crescent Sterling Ltd.'s Q2 2026 Stock Activity: Strategic Shifts in ETF Holdings
Jul 9, 2026 · valut.ai
- Howard Financial Services Ltd. Activity in Q2 2026: Strategic Shifts and Key Transactions
Jul 9, 2026 · valut.ai
- Stonehearth Capital Q2 2026 Portfolio Activity: Major ETF Purchases and Sales Observed
Jul 9, 2026 · valut.ai
- Mjt & Associates Financial Advisory Group Inc. Adjusts Portfolio: Focus on Bonds, Dividends and Growth ETFs
Jul 9, 2026 · valut.ai
- Pps&V Asset Management Portfolio Analysis: June 2026 Changes
Jul 9, 2026 · valut.ai
- Sarver Vrooman Wealth Advisors Q2 2026 Portfolio Activity
Jul 5, 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