Guru Ownership Trend
Guru Analysis for Schwab US Dividend Equity ETF (SCHD)
Schwab US Dividend Equity ETF (SCHD), a key player in the Market sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $59.93 M.
Top institutional holders include Manning & Napier Group and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $8.73 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 362.1%. Conversely, Jefferies Group reduced exposure by 85.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Schwab US Dividend Equity ETF (SCHD)
Major holders include Manning & Napier Group ($27.28 M), Cliff Asness ($19.69 M), Joel Greenblatt ($5.44 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.86 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $8.73 M, with 5 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited SCHD. The total reported sell value was $4.13 M.
Yes, 1 managers opened new positions in SCHD, and 4 increased their existing holdings. The total reported buy value was $12.86 M.