SCHD Institutional Ownership
Who owns SCHD and what the big funds did with it last quarter, from every SEC 13F filing. 2,145 funds reported holding SCHD at Jun 30, 2026.
- ▲1,189 buying vs 699 selling
- ▲Shares held by funds +2.6%
- ▲Funds holding +83
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,145 | 2,062 | +4.0% |
| In funds' top 10 | 223 | 247 | −9.7% |
| 13F shares | 845M | 823M | +2.6% |
| Held by funds | – | – | – |
| New positions | 163 | 205 | −20.5% |
| Increased | 1,026 | 834 | +23.0% |
| Reduced | 621 | 745 | −16.6% |
| Sold out | 78 | 83 | −6.0% |
| Calls (shares) | 756K | 547K | +38.4% |
| Puts (shares) | 712K | 517K | +37.6% |
| Put/call ratio | 0.94 | 0.95 | −0.9% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SCHD
All superinvestors →
Who owns SCHD
share of fund held shares- Index and passive funds0.4%
- Active managers and hedge funds67.6%
- Banks and brokers23.0%
- Pensions, insurers and other9.0%
The top 10 holders own 34.7% of all SCHD shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,195 funds changed their position- Virginia Estate & Retirement Planning Advisors Inc.Trimmed−10.4M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−6.2M sh
- Rakuten Investment Management, Inc.Added+3.5M sh
- Howard Financial Services, Ltd.Trimmed−1.9M sh
- Commonwealth Equity Services, LLCAdded+768K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Sumitomo Life Insurance Co | – | 59.6M | $1.9B | +14.1M |
| 2 | Rakuten Investment Management, Inc. | – | 47.1M | $1.5B | −36M |
| 3 | Bank of America Corp /de/ | – | 36M | $1.1B | +5.1M |
| 4 | LPL Financial LLC | – | 33.5M | $1.1B | +2.6M |
| 5 | Morgan Stanley | – | 27.9M | $884M | +1.5M |
| 6 | Cetera Investment Advisers | – | 25.5M | $808M | +1.3M |
| 7 | Raymond James Financial Inc | – | 18.1M | $573M | +887K |
| 8 | Envestnet Asset Management Inc | – | 17.7M | $560M | +355K |
| 9 | UBS Group AG | – | 14.3M | $453M | −362K |
| 10 | Wealthspire Advisors, LLC | – | 13.6M | $430M | +263K |
- Sumitomo Life Insurance Co+14.1M sh+$448M
- Cambridge Investment Research Advisors, Inc.+6.8M sh+$214M
- Bank of America Corp /de/+5.1M sh+$162M
- LPL Financial LLC+2.6M sh+$83.5M
- Royal Bank of Canada+2.4M sh+$74.6M
- Howard Financial Services, Ltd.+1.9M sh+$60.6M
- Morgan Stanley+1.5M sh+$49M
- Mml Investors Services, LLC+1.4M sh+$43.8M
- Rakuten Investment Management, Inc.−36M sh−$1.2B
- Bouchey Financial Group, Ltd.−1.8M sh−$58.4M
- Paradiem, LLC−1.8M sh−$56.3M
- Independent Advisor Alliance−920K sh−$29.2M
- Citadel Advisors LLC−837K sh−$25.7M
- Mariner, LLC−633K sh−$20.1M
- D. E. Shaw & Co., Inc.−640K sh−$19.6M
- Corient Private Wealth LP−520K sh−$16.5M
SCHD institutional ownership FAQ
Who owns the most SCHD stock?
In Q2 2026 13F filings the largest holder of SCHD was Sumitomo Life Insurance Co, followed by Rakuten Investment Management, Inc. and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of SCHD is owned by institutions?
2,145 funds reported holding 845M SCHD shares at Jun 30, 2026.
Are hedge funds buying SCHD?
In Q2 2026, 1,189 funds bought SCHD (163 of them new positions) and 699 sold (78 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for SCHD is bullish.
What is SCHD's institutional put/call ratio?
Funds reported $22.6M of SCHD puts against $23.9M of calls, a put/call ratio of 0.94 (0.95 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SCHD ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.