Schwab US Dividend Equity ETF (SCHD) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling SCHD?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Schwab US Dividend Equity ETF, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on SCHD?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Schwab US Dividend Equity ETF.

Is institutional money flowing into SCHD?

144 institutional investors hold Schwab US Dividend Equity ETF (SCHD). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about SCHD?

Track institutional sentiment and conviction scores for Schwab US Dividend Equity ETF (SCHD) including Smart Money Verdict and position changes on HoldingsIntel.

49 · SCHD · Schwab US Dividend Equity ETF · 155 Holders

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	46.9M(+78.2%)	$1.3B	0.1%	+17.75%	49
Rakuten Investment Management, Inc.	Unchanged	41.6M	$1.1B	3.8%	+17.92%	0
Cetera Investment Advisers	Decreased	34.6M(-1.2%)	$949.2M	1.0%	+19.24%	0
LPL Financial LLC	Decreased	32.2M(-11.4%)	$882M	0.2%	+28.64%	0
MORGAN STANLEY	Decreased	25.9M(-5.0%)	$709.3M	0.0%	+23.02%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	16.2M(-10.1%)	$444.7M	0.1%	+30.23%	0
RAYMOND JAMES FINANCIAL INC	Decreased	15.5M(-5.5%)	$425.6M	0.1%	+20.57%	0
UBS Group AG	Decreased	14.1M(-2.6%)	$388M	0.1%	+32.00%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	14.1M(-9.7%)	$385.4M	0.2%	+28.26%	0
Wealthspire Advisors, LLC	Decreased	13.5M(-52.1%)	$371.3M	3.0%	+24.72%	0
Wealthfront Advisers LLC	Decreased	12.9M(-2.1%)	$353.5M	0.8%	+35.82%	0
WELLS FARGO & COMPANY/MN	Increased	10.2M(+5.7%)	$279.9M	0.1%	+26.11%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	10M(-16.0%)	$274.5M	0.4%	+29.51%	0
OSAIC HOLDINGS, INC.	Decreased	9.2M(-22.4%)	$252.3M	0.4%	+29.69%	0
AMERIPRISE FINANCIAL INC	Decreased	8.6M(-7.5%)	$235.9M	0.1%	+30.70%	0
ROYAL BANK OF CANADA	Increased	8M(+4.0%)	$219.3M	0.0%	+20.30%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	7.7M(-33.5%)	$216.1M	0.3%	+25.56%	0
CIBC WORLD MARKET INC.	Increased	7M(+31.8%)	$192.6M	0.3%	+17.45%	46
Mariner, LLC	Decreased	6.9M(-4.9%)	$189.3M	0.2%	+30.00%	0
MML INVESTORS SERVICES, LLC	Increased	6.3M(+5.8%)	$172.8M	0.4%	+26.67%	39
Cerity Partners LLC	Decreased	5.4M(-17.7%)	$149M	0.2%	+23.56%	0
HighTower Advisors, LLC	Decreased	5.4M(-4.8%)	$148.4M	0.2%	+28.68%	0
JPMORGAN CHASE & CO	Increased	5.3M(+14.6%)	$145.2M	0.0%	+19.49%	35
Creative Planning	Decreased	4.3M(-2.5%)	$117.7M	0.1%	+27.77%	0
TRUIST FINANCIAL CORP	Increased	3.9M(+0.9%)	$106.2M	0.1%	+28.71%	36
KEYBANK NATIONAL ASSOCIATION/OH	Decreased	3.6M(-3.1%)	$97.6M	0.3%	+33.22%	0
Kestra Advisory Services, LLC	Decreased	3.4M(-1.4%)	$93.2M	0.4%	+25.29%	0
JONES FINANCIAL COMPANIES LLLP	Increased	3.1M(+9.2%)	$86.3M	0.1%	+19.54%	33
Allworth Financial LP	Increased	2.7M(+20.5%)	$75.1M	0.3%	+21.56%	42
Cresset Asset Management, LLC	Decreased	2.6M(-46.3%)	$71.9M	0.3%	+22.08%	0
FIFTH THIRD BANCORP	Decreased	2.6M(-7.6%)	$70M	0.2%	+28.03%	0
STIFEL FINANCIAL CORP	Increased	2.2M(+1.2%)	$61.7M	0.1%	+27.91%	30
MAI Capital Management	Increased	2.2M(+2.5%)	$61.6M	0.4%	+23.02%	36
D.A. DAVIDSON & CO.	Increased	2.2M(+2.0%)	$61.2M	0.4%	+32.23%	36
Baird Financial Group, Inc.	Decreased	2.1M(-45.0%)	$58M	0.1%	+26.59%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	1.9M(+505.1%)	$50.9M	0.3%	+17.50%	57
CULLEN/FROST BANKERS, INC.	Decreased	1.8M(-38.1%)	$50.7M	0.6%	+26.19%	0
MERCER GLOBAL ADVISORS INC /ADV	Increased	1.8M(+13.8%)	$50.3M	0.1%	+24.75%	33
Waverly Advisors, LLC	Increased	1.7M(+0.4%)	$45.9M	0.4%	+22.34%	35
CAPTRUST FINANCIAL ADVISORS	Decreased	1.6M(-4.9%)	$44.4M	0.1%	+24.23%	0
HB Wealth Management, LLC	Increased	1.6M(+5.5%)	$43.3M	0.3%	+24.15%	37
D. E. Shaw & Co., Inc.	Increased	1.6M(+520.8%)	$43.3M	0.0%	+14.98%	47
Merit Financial Group, LLC	Increased	1.6M(+88.8%)	$43M	0.3%	+22.53%	55
Focus Partners Wealth	Increased	1.6M(+3.0%)	$43M	0.0%	+23.10%	30
Steward Partners Investment Advisory, LLC	Decreased	1.6M(-23.3%)	$42.8M	0.2%	+24.92%	0
Beacon Pointe Advisors, LLC	Decreased	1.5M(-7.8%)	$42.2M	0.3%	+25.27%	0
Private Advisor Group, LLC	Decreased	1.5M(-16.3%)	$42.1M	0.2%	+27.61%	0
Aptus Capital Advisors, LLC	Decreased	1.4M(-1.7%)	$37.2M	0.3%	+20.51%	0
Lido Advisors, LLC	Increased	1.2M(+1.4%)	$32.8M	0.1%	+17.69%	29
First Command Advisory Services, Inc.	Increased	1.2M(+4.6%)	$31.8M	0.2%	+27.81%	36
Equitable Holdings, Inc.	Decreased	1.1M(-26.2%)	$31.3M	0.2%	+25.19%	0
BLAIR WILLIAM & CO/IL	Decreased	1.1M(-9.6%)	$30M	0.1%	+22.83%	0
NewEdge Advisors, LLC	Increased	1.1M(+11.8%)	$28.9M	0.1%	+31.95%	38
Farther Finance Advisors, LLC	Increased	1M(+52.8%)	$28.4M	0.3%	+18.16%	48
Pathstone Holdings, LLC	Decreased	902,359(-0.6%)	$24.8M	0.1%	+20.93%	0
Mirae Asset Global Investments Co., Ltd.	Decreased	846,959(-62.0%)	$23.2M	0.1%	+21.11%	0
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	838,743(+24.4%)	$23M	0.2%	+19.66%	42
Bank of New York Mellon Corp	Increased	833,383(+37.6%)	$22.9M	0.0%	+20.35%	37
Corient Private Wealth LLC	Increased	827,982(+0.1%)	$22.7M	0.0%	+29.38%	28
OneDigital Investment Advisors LLC	Decreased	688,038(-9.5%)	$18.9M	0.2%	+29.07%	0
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	661,823(-0.8%)	$18.2M	0.3%	+25.78%	0
CITIGROUP INC	Decreased	660,621(-11.7%)	$18.1M	0.0%	+19.64%	0
DAVENPORT & Co LLC	Increased	627,914(+6.6%)	$17.2M	0.1%	+22.77%	30
FMR LLC	Increased	582,869(+22.8%)	$16M	0.0%	+19.34%	34
GOLDMAN SACHS GROUP INC	Decreased	532,354(-44.4%)	$14.6M	0.0%	+19.48%	0
SCOTIA CAPITAL INC.	Decreased	524,769(-2.9%)	$14.4M	0.1%	+23.92%	0
Rockefeller Capital Management L.P.	Increased	523,834(+18.8%)	$14.4M	0.0%	+22.82%	33
Sanctuary Advisors, LLC	Increased	497,404(+4.3%)	$13.6M	0.1%	+21.00%	29
AQR CAPITAL MANAGEMENT LLC	Increased	478,235(+40.5%)	$13.1M	0.0%	+17.42%	37
&PARTNERS	Increased	477,819(+5.0%)	$13.1M	0.1%	+20.29%	29
AE Wealth Management LLC	Increased	444,170(+40.6%)	$12.2M	0.1%	+22.78%	37
EP Wealth Advisors, LLC	Decreased	433,095(-12.6%)	$11.9M	0.1%	+23.92%	0
BENJAMIN EDWARDS INC	Increased	421,413(+5.8%)	$11.6M	0.1%	+19.26%	35
Orion Porfolio Solutions, LLC	Increased	417,751(+117.2%)	$11.5M	0.1%	+18.99%	45
ASSETMARK, INC	Increased	391,544(+2.8%)	$10.7M	0.0%	+24.97%	29
Sequoia Financial Advisors, LLC	Decreased	389,715(-4.3%)	$10.7M	0.1%	+21.12%	0
CAPITAL FUND MANAGEMENT S.A.	Increased	384,200(+22.3%)	$10.5M	0.0%	+19.12%	33
Envestnet Portfolio Solutions, Inc.	Decreased	367,991(-3.5%)	$10.1M	0.0%	+24.49%	0
Integrated Wealth Concepts LLC	Decreased	359,822(-58.4%)	$9.9M	0.1%	+27.06%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	337,500(+3515x)	$9.3M	0.0%	+14.33%	45
MILLENNIUM MANAGEMENT LLC	Increased	330,090(+2670.8%)	$9.1M	0.0%	+14.45%	44
Sumitomo Mitsui Trust Group, Inc.	Increased	298,000(+40.8%)	$8.2M	0.0%	+18.15%	37
Pinnacle Financial Partners, Inc.	New	281,622	$7.7M	0.1%	+14.33%	38
IEQ CAPITAL, LLC	Decreased	279,597(-0.5%)	$7.7M	0.0%	+18.92%	0
SCS Capital Management LLC	Decreased	259,350(-2.5%)	$7.1M	0.1%	+17.96%	0
NORTHERN TRUST CORP	Decreased	240,365(-8.9%)	$6.6M	0.0%	+25.04%	0
CIBC Private Wealth Group LLC	Increased	234,331(+0.3%)	$6.4M	0.0%	+44.60%	27
BROWN ADVISORY INC	Increased	227,544(+0.2%)	$6.2M	0.0%	+28.27%	27
Quantinno Capital Management LP	Increased	185,480(+9.7%)	$5.1M	0.0%	+18.86%	30
SEI INVESTMENTS CO	Increased	182,953(+2.6%)	$5M	0.0%	+32.13%	28
JOHNSON INVESTMENT COUNSEL INC	Increased	177,838(+3.1%)	$4.9M	0.0%	+26.98%	28
US BANCORP \DE\	Decreased	163,875(-0.2%)	$4.5M	0.0%	+26.91%	0
Jefferies Financial Group Inc.	Increased	158,338(+599.4%)	$4.3M	0.0%	+15.18%	43
BROWN BROTHERS HARRIMAN & CO	Increased	141,560(+48.9%)	$3.9M	0.0%	+17.92%	37
NewEdge Wealth, LLC	Increased	141,209(+10.8%)	$3.9M	0.0%	+21.69%	30
COMERICA BANK	Decreased	131,587(-9.4%)	$3.6M	0.0%	+27.44%	0
Savant Capital, LLC	Increased	129,592(+6.3%)	$3.6M	0.0%	+26.34%	28
COMMERCE BANK	Increased	128,154(+0.4%)	$3.5M	0.0%	+24.52%	27
Neuberger Berman Group LLC	Decreased	111,773(-2.0%)	$3.1M	0.0%	+18.71%	0
BANK OF MONTREAL /CAN/	Increased	111,399(+0.9%)	$3.1M	0.0%	+20.53%	27
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	109,540(-11.4%)	$3M	0.0%	+25.04%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	98,001(+12.7%)	$2.7M	0.0%	+19.38%	30
KING LUTHER CAPITAL MANAGEMENT CORP	Decreased	92,513(-0.6%)	$2.5M	0.0%	+38.86%	0
Vident Advisory, LLC	Decreased	90,479(-0.6%)	$2.5M	0.0%	+27.96%	0
BlackRock, Inc.	Increased	81,831(+104.0%)	$2.2M	0.0%	+17.39%	29
Financial Engines Advisors L.L.C.	Increased	79,504(+14.1%)	$2.2M	0.0%	+21.68%	30
BALYASNY ASSET MANAGEMENT L.P.	New	69,910	$1.9M	0.0%	+14.33%	36
VANGUARD GROUP INC	Increased	65,099(+1.8%)	$1.8M	0.0%	+19.45%	18
RWA WEALTH PARTNERS, LLC	Increased	62,825(+34.9%)	$1.7M	0.0%	+22.25%	33
Fisher Asset Management, LLC	Decreased	56,230(-54.5%)	$1.5M	0.0%	+21.72%	0
GREAT LAKES ADVISORS, LLC	Increased	55,474(+5.9%)	$1.5M	0.0%	+25.06%	27
TIAA TRUST, NATIONAL ASSOCIATION	Decreased	54,995(-0.1%)	$1.5M	0.0%	+24.37%	0
HUNTINGTON NATIONAL BANK	Decreased	54,033(-20.0%)	$1.5M	0.0%	+25.35%	0
Empower Advisory Group, LLC	Decreased	51,766(-28.1%)	$1.4M	0.0%	+24.58%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	49,583	$1.4M	0.0%	+14.33%	35
Haverford Trust Co	Unchanged	45,383	$1.2M	0.0%	+21.69%	0
NATIONAL BANK OF CANADA /FI/	Increased	43,983(+51.1%)	$1.2M	0.0%	+21.35%	35
FIRST MANHATTAN CO. LLC.	Increased	40,431	$1.1M	0.0%	+27.12%	25
Gotham Asset Management, LLC	Unchanged	38,389	$1.1M	0.0%	+17.74%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Unchanged	32,198	$883,191	0.0%	+17.74%	0
Russell Investments Group, Ltd.	Increased	27,874(+17.3%)	$764,593	0.0%	+19.28%	29
Empowered Funds, LLC	Increased	26,684(+152.4%)	$731,942	0.0%	+15.76%	40
FEDERATED HERMES, INC.	Unchanged	23,490	$644,331	0.0%	+19.64%	0
Williams Jones Wealth Management, LLC.	Decreased	22,165(-5.9%)	$607,996	0.0%	+20.09%	0
Vanguard Personalized Indexing Management, LLC	Decreased	20,732(-0.6%)	$568,679	0.0%	+34.48%	0
ZACKS INVESTMENT MANAGEMENT	Increased	20,516(+15.7%)	$562,757	0.0%	+21.27%	28
GLENMEDE TRUST CO NA	Decreased	18,951(-9.2%)	$519,825	0.0%	+24.34%	0
MATHER GROUP, LLC.	Increased	18,816(+5.3%)	$516,116	0.0%	+22.26%	25
M&T BANK CORP	Decreased	4,952(-96.4%)	$489,681	0.0%	+26.32%	0
REGIONS FINANCIAL CORP	Decreased	16,262(-3.0%)	$446,067	0.0%	+23.09%	0
WESTWOOD HOLDINGS GROUP INC	Unchanged	16,163	$443,351	0.0%	+27.96%	0
Allspring Global Investments Holdings, LLC	New	15,533	$433,175	0.0%	+14.33%	33
1832 Asset Management L.P.	Increased	15,036(+0.2%)	$412,437	0.0%	+17.73%	24
Vontobel Holding Ltd.	Unchanged	12,650	$346,990	0.0%	+20.83%	0
Kovitz Investment Group Partners, LLC	Decreased	12,128(-91.5%)	$332,678	0.0%	+22.51%	0
Clark Capital Management Group, Inc.	New	9,422	$258,436	0.0%	+14.33%	32
TD Waterhouse Canada Inc.	Decreased	9,100(-15.3%)	$249,704	0.0%	+22.47%	0
Qube Research & Technologies Ltd	Decreased	8,713(-97.4%)	$238,998	0.0%	+21.66%	0
WHITTIER TRUST CO	Unchanged	7,896	$221,799	0.0%	+29.46%	0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	Unchanged	7,039	$193,126	0.0%	+27.75%	0
Federation des caisses Desjardins du Quebec	Increased	6,981(+19.2%)	$191,538	0.0%	+22.43%	27
FRANKLIN RESOURCES INC	Decreased	4,246(-29.4%)	$116,467	0.0%	+22.01%	0
HRT FINANCIAL LP	New	278,597	$7,641	0.0%	+14.33%	23
EXCHANGE TRADED CONCEPTS, LLC	Decreased	116(-20.6%)	$3,182	0.0%	+22.11%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$1.1M	0.0%	+2.98%	0
MARSHALL WACE, LLP	Exited	0(-100.0%)	$17.9M	0.0%	+2.98%	0
BARCLAYS PLC	Exited	0(-100.0%)	$95,550	0.0%	+2.98%	0
TUDOR INVESTMENT CORP ET AL	Exited	0(-100.0%)	$2.7M	0.0%	+5.16%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$2.4M	0.0%	+3.83%	0
XTX Topco Ltd	Exited	0(-100.0%)	$685,503	0.0%	+6.80%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$13.1M	0.0%	+3.16%	0
RENAISSANCE TECHNOLOGIES LLC	Exited	0(-100.0%)	$7.1M	0.0%	+2.98%	0
Engineers Gate Manager LP	Exited	0(-100.0%)	$530,603	0.0%	+2.98%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$12.7M	0.0%	+2.98%	0
Squarepoint Ops LLC	Exited	0(-100.0%)	$2M	0.0%	+8.01%	0

Schwab US Dividend Equity ETF

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