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 Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $48.27 M.
Top institutional holders include Manning & Napier Group and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.03 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 599.4%. Conversely, Ken Fisher reduced exposure by 54.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Schwab US Dividend Equity ETF (SCHD)
Major holders include Manning & Napier Group ($23.38 M), Cliff Asness ($13.12 M), Jefferies Group ($4.34 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.58 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.03 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited SCHD. The total reported sell value was $11.71 M.
Yes, 0 managers opened new positions in SCHD, and 3 increased their existing holdings. The total reported buy value was $10.67 M.