Schwab US Dvd Equity ETF
$34.90+0.2%
+$795.9M
Net Activity
+1.52% total shares
Institutions Holding
2148
Popularity Rank
#121
Avg Weight
0.95%
Total Value
$26.4B
2148 institutions currently hold SCHD, with 1247 net buyers and 727 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
727
Net Buying Institutions
1247
Top 5 by Value
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Across its top 20 institutional holders, SCHD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 15/100, avg. turnover score 25/100).
SCHD ranks #121 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SCHD is a top-conviction position for Charles Schwab Trust Bank — at 100.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SCHD belongs to Sumitomo Life Insurance Co, but the position matters far more to Charles Schwab Trust Bank, who has 100.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Sumitomo Life Insurance Co has added to its SCHD position for two straight quarters, increasing it by $1.0B to reach $1.9B today.
Allworth Financial LP has trimmed its SCHD position for two straight quarters, cutting it by $43.9M while still holding $31.2M.
SCHD is up 0.2% today, and institutions have been net buyers of $795.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$2.2B
Total Buy Value
$2.0B
Total Sell Value
1247
Net Buyers
727
Net Sellers
SCHD
Q2 2026
Top 5 Institutional Movers
-$749.1M
+$494.6M
+$193.6M
+$115.3M
+$83.5M
SCHD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808524797, 78355W106
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,239
Total reported value
$2.2T
3224 13F institutions increased their position this quarter
Institutions Holding
5,987
Total reported value
$3.6T
3028 13F institutions increased their position this quarter
Institutions Holding
6,149
Total reported value
$1.8T
2966 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,059
Total reported value
$377.5B
Held by 4059 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,136
Total reported value
$2.9T
Held by 6136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,803
Total reported value
$1.8T
Held by 5803 institutions — one of the most-tracked stocks on AlphaSMO
Access SCHD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SCHDCLI
npx alphasmo stocks get SCHD