SCHD · Insider trading · 13F holders · Congress trades
Schwab US Dividend Equity ETF (SCHD)
Who is buying and selling SCHD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 823
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
SCHD at a glance
- No open-market insider purchases or sales of SCHD were filed in the last 90 days.
- 823 13F filers hold SCHD among their 50 largest positions, worth $15.2B combined. The biggest bets by portfolio weight are Keystone Financial Planning, Inc. (50.6%), Sarver Vrooman Wealth Advisors (32.4%) and Sumitomo Life Insurance Co (30.9%). In their latest 13Fs, 8 managers opened a new position and 164 added to one.
- Members of Congress have disclosed 16 SCHD trades since 2015, 1 purchase and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Mar 8, 2023.
- SCHD last closed at $35.81 on Oct 30, 2026.
SCHD insider trading
No open-market insider purchases or sales of SCHD were filed in the last 90 days.
Who owns SCHD? Hedge funds and superinvestors
823 13F filers hold SCHD among their 50 largest positions, worth $15.2B combined. The biggest bets by portfolio weight are Keystone Financial Planning, Inc. (50.6%), Sarver Vrooman Wealth Advisors (32.4%) and Sumitomo Life Insurance Co (30.9%). In their latest 13Fs, 8 managers opened a new position and 164 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Sumitomo Life Insurance CoInsurance company | 30.9% | $1.9B | 59,569,934 | +31.1% shares | Q2 2026 |
| Rakuten Investment Management, Inc.Asset manager | 4.3% | $1.5B | 47,138,834 | -43.3% shares | Q2 2026 |
| Cetera Investment AdvisersWealth manager | 0.7% | $808.2M | 25,487,103 | +5.4% shares | Q2 2026 |
| Wealthspire Advisors, LLCWealth manager | 2.4% | $430.4M | 13,574,503 | +2.0% shares | Q2 2026 |
| Wealthfront Advisers LLCWealth manager | 0.8% | $400.2M | 12,619,208 | -1.5% shares | Q2 2026 |
| Osaic Holdings, Inc.Investment manager | 0.4% | $344.7M | 10,869,562 | +13.8% shares | Q2 2026 |
| Cassaday & Co Wealth Management LLCWealth manager | 5.9% | $333.1M | 10,240,236 | +3.3% shares | Q3 2026 |
| Commonwealth Equity Services, LLCWealth manager | 0.4% | $304.6M | 9,607,085 | +1.7% shares | Q2 2026 |
| Mml Investors Services, LLCWealth manager | 0.4% | $214.0M | 6,750,017 | +25.7% shares | Q2 2026 |
| Cambridge Investment Research Advisors, Inc.Wealth manager | 0.5% | $210.8M | 6,649,246 | +1.6% shares | Q2 2026 |
| Keystone Financial Planning, Inc.Wealth manager | 50.6% | $204.3M | 6,279,518 | +0.5% shares | Q3 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 4.3% | $171.0M | 5,394,015 | -2.1% shares | Q2 2026 |
| HHM Wealth Advisors, LLCWealth manager | 17.0% | $168.5M | 5,312,613 | +3.0% shares | Q2 2026 |
| Keybank National Association/ohBank & trust | 0.5% | $141.8M | 4,471,583 | — | Q2 2026 |
| Kestra Advisory Services, LLCWealth manager | 0.4% | $115.3M | 3,635,397 | +3.2% shares | Q2 2026 |
| Berger Financial Group, IncWealth manager | 5.2% | $101.6M | 3,205,319 | +7.0% shares | Q2 2026 |
| Cresset Asset Management, LLCWealth manager | 0.3% | $94.8M | 2,989,722 | +6.4% shares | Q2 2026 |
| Valmark Advisers, Inc.Wealth manager | 0.9% | $83.5M | 2,632,336 | -1.3% shares | Q2 2026 |
| D.a. Davidson & Co.Wealth manager | 0.4% | $80.0M | 2,459,209 | — | Q3 2026 |
| Golden Reserve Retirement LLCWealth manager | 11.7% | $74.2M | 2,339,310 | +2.3% shares | Q2 2026 |
| Asset Advisors Investment Management, LLCWealth manager | 6.4% | $73.2M | 2,249,001 | -3.3% shares | Q3 2026 |
| Brookstone Capital ManagementWealth manager | 0.7% | $71.0M | 2,182,950 | +15.5% shares | Q3 2026 |
| Summit Asset Management, LLCWealth manager | 8.4% | $65.6M | 2,068,062 | +0.4% shares | Q2 2026 |
| Harbour Investments, Inc.Wealth manager | 0.9% | $65.1M | 2,054,311 | +6.7% shares | Q2 2026 |
| Howard Financial Services, Ltd.Wealth manager | 6.7% | $63.8M | 1,962,559 | +0.5% shares | Q3 2026 |
| Summit Financial Wealth Advisors, LLCWealth manager | 7.9% | $63.8M | 1,961,363 | +1.9% shares | Q3 2026 |
| Spinnaker Investment Group, LLCWealth manager | 9.9% | $62.9M | 1,932,693 | -0.0% shares | Q3 2026 |
| CVA Family Office, LLCFamily office | 5.5% | $60.5M | 1,906,589 | -0.3% shares | Q2 2026 |
| Focus Financial Network, Inc.Wealth manager | 1.8% | $60.4M | 1,855,405 | +2.0% shares | Q3 2026 |
| Bokf, NaBank & trust | 0.9% | $60.2M | 1,851,918 | -0.9% shares | Q3 2026 |
The 30 largest of 823 positions, by value. Each manager counts with its latest 13F (Q3 2026: 446, Q2 2026: 369, Q1 2026: 8). Screen SCHD in the grand portfolio →
SCHD stock trades by members of Congress
Members of Congress have disclosed 16 SCHD trades since 2015, 1 purchase and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Mar 8, 2023.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Apr 4, 2023 | Virginia FoxxR-NC · House | Sale | $50K–100K | Mar 8, 2023 | +44.7% |
| Aug 5, 2022 | Steve CohenD-TN · House | Buy | $50K–100K | Jul 29, 2022 | +44.3% |
| Apr 5, 2020 | Mikie SherrillD-NJ · House | Buy | $100K–250K | Feb 21, 2020 | +84.6% |
| Jul 8, 2016 | Thomas MacArthurR-NJ · House | Sale | $100K–250K | Jun 13, 2016 | +163.3% |
| Jul 8, 2016 | Thomas MacArthurR-NJ · House | Sale | $1K–15K | Jun 13, 2016 | +163.3% |
| Jul 8, 2016 | Thomas MacArthurR-NJ · House | Sale | $1K–15K | Jun 13, 2016 | +163.3% |
| May 9, 2016 | Thomas MacArthurR-NJ · House | Sale | $250K–500K | Apr 4, 2016 | +167.5% |
| May 9, 2016 | Thomas MacArthurR-NJ · House | Sale | $15K–50K | Apr 4, 2016 | +167.5% |
| May 9, 2016 | Thomas MacArthurR-NJ · House | Sale | $1K–15K | Apr 4, 2016 | +167.5% |
| Apr 5, 2016 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Mar 28, 2016 | +170.4% |
| Mar 3, 2016 | Thomas MacArthurR-NJ · House | Buy | $250K–500K | Feb 12, 2016 | +191.4% |
| Mar 3, 2016 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Feb 12, 2016 | +191.4% |
| Mar 3, 2016 | Thomas MacArthurR-NJ · House | Buy | $1K–15K | Feb 12, 2016 | +191.4% |
| Jan 6, 2016 | Thomas MacArthurR-NJ · House | Sale | $1K–15K | Dec 29, 2015 | +173.9% |
| Jan 6, 2016 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | Dec 22, 2015 | +178.6% |
| Jan 6, 2016 | Thomas MacArthurR-NJ · House | Buy | $15K–50K | Dec 22, 2015 | +178.6% |
4 members have traded SCHD: Virginia Foxx, Steve Cohen, Mikie Sherrill, Thomas MacArthur.
SCHD questions and answers
Are insiders buying SCHD stock?
No open-market insider purchases or sales of SCHD were filed in the last 90 days.
Which hedge funds own SCHD?
823 13F filers hold SCHD among their 50 largest positions, worth $15.2B combined. The biggest bets by portfolio weight are Keystone Financial Planning, Inc. (50.6%), Sarver Vrooman Wealth Advisors (32.4%) and Sumitomo Life Insurance Co (30.9%). In their latest 13Fs, 8 managers opened a new position and 164 added to one.
Has Congress traded SCHD?
Members of Congress have disclosed 16 SCHD trades since 2015, 1 purchase and 1 sale in the past year; the latest was Virginia Foxx (R-NC), selling $50K–100K on Mar 8, 2023.
Who is the largest holder of SCHD?
Among 13F filers, Sumitomo Life Insurance Co reports the largest SCHD position, $1.9B (59,569,934 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Keystone Financial Planning, Inc.'s: 50.6% of its portfolio.
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