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- Financial Insights Inc Q3 2026 Portfolio Activity: Strategic ETF Purchases and Minor Adjustments
Aug 26, 2026 · valut.ai
- Yukon Wealth Management Inc. Significant Purchases and Sales in Q2 2026
Aug 23, 2026 · valut.ai
- Asset Allocation Strategies Llc Portfolio Shifts in Q3 2026
Aug 23, 2026 · valut.ai
- <strong>Coastal Bridge Advisors LLC</strong>: Q2 Portfolio Shifts Show Increased Focus on Growth ETFs and Technology Stocks
Aug 22, 2026 · valut.ai
- <h1>Integrated Investment Consultants LLC Buys Heavily in Q2 2026: Analysis of Significant ETF Purchases</h1>
Aug 22, 2026 · valut.ai
- Rakuten Investment Management Q2 Activity: Heavy Tech Buys and ETF Flows
Aug 22, 2026 · valut.ai
- Planning Directions Inc Q2 2026 Portfolio Activity: Significant ETF Purchases and Select Sales Observed
Aug 12, 2026 · valut.ai
- Forthright Wealth Management Q2 2026 Portfolio Activity: Major Purchases and Sales Observed
Aug 10, 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
- SCHD Articles
- Top Institutional Investor Stock Rankings