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Public ownership evidence

Schwab US Dividend Equity ETF (SCHD) Ownership Disclosures

Read SCHD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-012,300$63,094None
Alternative Investment Advisors, LLC.2026-06-302026-09-017,472$236,945None
Cornerstone Financial Management LLC2026-06-302026-08-29330$10,464None
Cornerstone Financial Management LLC2026-03-312026-08-29330$10,124None
Cornerstone Financial Management LLC2025-12-312026-08-29330$9,052None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-29116,186$3,248,559None
Corient Private Wealth LP2026-06-302026-08-28362,931$11,508,592None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-283,165$100,352None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-283,428$105,160None
Wellington Grp LLC2026-06-302026-08-2749,246$1,561,593None
AFFINITY WEALTH LLC2026-06-302026-08-2721$666None
AFFINITY WEALTH LLC2026-03-312026-08-2721$644None
AFFINITY WEALTH LLC2025-12-312026-08-274,609$126,425None
AFFINITY WEALTH LLC2025-09-302026-08-273,883$106,006None
AFFINITY WEALTH LLC2025-06-302026-08-273,883$102,900None
Legacy Edge Advisors, LLC2025-09-302026-08-27698,836$19,078,219None
Principia Wealth Advisory, LLC2026-06-302026-08-27117,965$3,741,865None
Principia Wealth Advisory, LLC2026-03-312026-08-27153,886$4,720,142None
Dakota Wealth Management2025-09-302026-08-27463,298$12,648,031None
Dakota Wealth Management2025-12-312026-08-27441,353$12,106,316None
Dakota Wealth Management2026-03-312026-08-27420,566$12,902,953None
Advus Financial Partners, LLC2023-09-302026-08-264,364$308,788None
Advus Financial Partners, LLC2023-06-302026-08-264,695$340,916None
Advus Financial Partners, LLC2023-03-312026-08-264,900$358,450None
Advus Financial Partners, LLC2022-12-312026-08-264,322$326,520None
Advus Financial Partners, LLC2022-09-302026-08-263,650$242,470None
Advus Financial Partners, LLC2022-06-302026-08-263,272$234,355None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-269,209$252,614None
Financial Insights, Inc.2026-06-302026-08-26965,398$30,612,765None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2612,382$392,619None
Serenity Investment Advisors2026-06-302026-08-2535,308$1,239,677None
Bernard Wealth Management Corp.2026-06-302026-08-2269,081$2,190,552None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2257,864$1,834,860None
Forefront Wealth Partners, LLC2026-06-302026-08-2183,215$2,638,765None
Rehmann Capital Advisory Group2026-06-302026-08-2112,219$387,475None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-212,493$79,049None
Bullock Wealth Management Group2026-06-302026-08-205,656$180,147None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2017,645$559,523None
Kingsview Wealth Management, LLC2026-06-302026-08-20506,762$16,069,435None
Prosperitas Financial LLC2026-06-302026-08-20364,070$11,544,647None
Prosperitas Financial LLC2026-06-302026-08-20170$5,391None
Archer Investment Corp2026-06-302026-08-2017,317$549,116None
Field & Main Bank2026-06-302026-08-201,050$33,296None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,835,812$89,923,590None
Sankala Group LLC2026-06-302026-08-1915,230$527,100None
Beacon Pointe Advisors, LLC2026-06-302026-08-191,759,557$55,795,546None
Leo H. Evart, Inc.2026-06-302026-08-1995,936$3,042,132None
Capasso Planning Partners LLC2026-06-302026-08-1954,379$1,724,336None
Twin Lakes Capital Management, LLC2026-06-302026-08-192,948$93,485None
Orion Capital Management LLC2026-06-302026-08-1996,008$3,044,409None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Wellington Grp LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.