Schwab US DVD Equity ETFSCHDETF
13F holders, Q2 2026 (June 30)2,145holders +83
162new positions
76sold out
5famous investors
$31.36avg. 13F price*
At the end of Q2 2026, 2,145 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 83 from Q1 2026. 162 opened new positions and 76 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.9B), Rakuten Investment Management, Inc. ($1.5B) and Bank of America Corp. ($1.1B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Schwab US DVD Equity ETF
- CUSIP
- 808524797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 162 | $159.5M |
| Exits | 76 | $165.4M |
All 13F filers, Q1 2026 → Q2 2026: 76,296,912 shares bought and 58,866,305 shares sold, net +17,430,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,145 holders
| Sumitomo Life Insurance Co. | 30.88% | Add +31.1% | 59,569,934 | $1.9B |
| Rakuten Investment Management, Inc. | 4.35% | Reduce -43.3% | 47,138,834 | $1.5B |
| Bank of America Corp. | 0.07% | Add +16.5% | 35,964,374 | $1.1B |
| LPL Financial LLC | 0.24% | Add +8.5% | 33,495,236 | $1.1B |
| Morgan Stanley | 0.05% | Add +5.9% | 27,882,415 | $884.2M |
| Cetera Investment Advisers | 0.74% | Add +5.4% | 25,487,103 | $808.2M |
| Raymond James Financial Inc. | 0.16% | Add +5.2% | 18,067,002 | $572.9M |
| Envestnet Asset Management Inc. | 0.13% | Add +2.0% | 17,667,059 | $560.2M |
| UBS Group AG | 0.07% | Reduce -2.5% | 14,272,113 | $452.6M |
| Wealthspire Advisors, LLC | 2.37% | Add +2.0% | 13,574,503 | $430.4M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Reduce -2.5% | 13,398,710 | $424.9M |
| Wealthfront Advisers LLC | 0.77% | Reduce -1.5% | 12,619,208 | $400.2M |
| Royal Bank of Canada | 0.06% | Add +27.2% | 11,007,943 | $349.1M |
| Osaic Holdings, Inc. | 0.41% | Add +13.8% | 10,869,562 | $344.7M |
| Wells Fargo & Company | 0.06% | Add +9.6% | 10,190,067 | $323.1M |
| Cassaday & Co Wealth Management LLC | 5.91% | Add +3.6% | 9,917,423 | $314.5M |
| Commonwealth Equity Services, LLC | 0.38% | Add +1.7% | 9,607,085 | $304.6M |
| Ameriprise Financial Inc. | 0.05% | Add +3.7% | 8,187,261 | $259.7M |
| Mariner, LLC | 0.23% | Reduce -8.3% | 6,973,748 | $221.1M |
| MML Investors Services, LLC | 0.44% | Add +25.7% | 6,750,017 | $214.0M |
| Cambridge Investment Research Advisors, Inc. | 0.47% | Add +1.6% | 6,650,047 | $210.9M |
| Keystone Financial Planning, Inc. | 51.09% | Reduce -7.6% | 6,250,349 | $198.2M |
| Cibc World Market Inc. | 0.33% | Add +1.2% | 6,233,348 | $197.7M |
| Avantax Planning Partners, Inc. | 4.26% | Reduce -2.1% | 5,394,015 | $171.0M |
| HHM Wealth Advisors, LLC | 16.96% | Add +3.0% | 5,312,613 | $168.5M |
| HighTower Advisors, LLC | 0.16% | Add +1.8% | 5,226,355 | $165.7M |
| Jones Financial Companies LLLP | 0.06% | Add +28.0% | 4,932,758 | $158.3M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.5% | 4,807,434 | $154.8M |
| Creative Planning | 0.09% | Add +7.7% | 4,737,864 | $150.2M |
| Keybank National Association | 0.47% | Add +16.5% | 4,471,583 | $141.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.8% | 3,890,026 | $124.2M |
| Kestra Advisory Services, LLC | 0.37% | Add +3.2% | 3,635,397 | $115.3M |
| Truist Financial Corp. | 0.12% | Add +2.6% | 3,261,496 | $103.4M |
| Berger Financial Group, Inc | 5.20% | Add +7.0% | 3,205,319 | $101.6M |
| Cresset Asset Management, LLC | 0.35% | Add +6.4% | 2,989,722 | $94.8M |
| Mercer Global Advisors Inc. | 0.11% | Add +23.4% | 2,835,812 | $89.9M |
| Fifth Third Bancorp | 0.14% | Add +0.8% | 2,764,001 | $87.6M |
| Valmark Advisers, Inc. | 0.89% | Reduce -1.3% | 2,632,336 | $83.5M |
| Cerity Partners LLC | 0.10% | Add +0.8% | 2,522,251 | $80.0M |
| Golden Reserve Retirement LLC | 11.68% | Add +2.3% | 2,339,310 | $74.2M |
| Asset Advisors Investment Management, LLC | 6.77% | Reduce -7.6% | 2,326,736 | $73.8M |
| Stifel Financial Corp. | 0.06% | Add +0.8% | 2,324,517 | $73.7M |
| MAI Capital Management | 0.28% | Reduce -0.7% | 2,289,163 | $72.6M |
| Baird Financial Group, Inc. | 0.09% | Add +3.0% | 2,080,899 | $66.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Add +27.2% | 2,075,065 | $65.8M |
| Summit Asset Management, LLC | 8.40% | Add +0.4% | 2,068,062 | $65.6M |
| Harbour Investments, Inc. | 0.88% | Add +6.7% | 2,054,311 | $65.1M |
| Waverly Advisors, LLC | 0.38% | Add +17.0% | 2,043,019 | $64.8M |
| Charles Schwab Trust Bank | 100.00% | Reduce -4.9% | 1,963,094 | $62.2M |
| D.A. Davidson & Co. | 0.34% | Reduce -0.1% | 1,955,264 | $62.0M |
| Howard Financial Services, LTD. | 6.19% | Add +0.4% | 1,953,598 | $61.9M |
| Spinnaker Investment Group, LLC | 9.82% | Add +12.7% | 1,933,604 | $61.3M |
| Summit Financial Wealth Advisors, LLC | 7.81% | Add +0.2% | 1,925,060 | $61.0M |
| United Capital Financial Advisors, LLC | 0.34% | Add +0.5% | 1,921,962 | $60.9M |
| CVA Family Office, LLC | 5.47% | Reduce -0.3% | 1,906,589 | $60.5M |
| Brookstone Capital Management | 0.60% | Add +147.0% | 1,889,445 | $59.9M |
| Allied Investment Advisors, LLC | 7.45% | Add +3.0% | 1,871,398 | $59.3M |
| Bokf, NA | 0.82% | Add +3.2% | 1,869,323 | $59.3M |
| Stephens Inc. | 0.66% | Add +3.4% | 1,868,823 | $59.3M |
| Focus Partners Wealth | 0.06% | Add +12.1% | 1,841,246 | $58.4M |
| Focus Financial Network, Inc. | 1.78% | Reduce -8.3% | 1,818,289 | $57.7M |
| Main Street Financial Solutions, LLC | 3.70% | Add +5.3% | 1,816,438 | $57.6M |
| Whelan Financial | 15.45% | Add +0.8% | 1,788,794 | $56.7M |
| HB Wealth Management, LLC | 0.32% | Add +8.4% | 1,780,558 | $56.5M |
| MCF Advisors LLC | 2.01% | Reduce -3.4% | 1,776,276 | $56.3M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -0.1% | 1,759,557 | $55.8M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +7.4% | 1,719,889 | $54.5M |
| Scott Capital Advisors, LLC | 8.53% | Reduce -0.6% | 1,718,381 | $54.5M |
| Northwest Quadrant Wealth Management, LLC | 10.09% | Add +4.6% | 1,718,037 | $54.5M |
| Burkett Financial Services, LLC | 16.95% | Reduce -0.8% | 1,708,472 | $54.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.44% | Reduce -1.7% | 1,699,724 | $53.9M |
| Keudell/Morrison Wealth Management | 10.13% | Add +10.4% | 1,690,577 | $53.6M |
| Captrust Financial Advisors | 0.08% | Add +1.1% | 1,688,134 | $53.5M |
| Sarver Vrooman Wealth Advisors | 31.82% | Add +0.4% | 1,661,097 | $53.4M |
| CGC Financial Services, LLC | 11.71% | Add +1.6% | 1,641,970 | $52.1M |
| Securian Asset Management, Inc. | 1.87% | No change | 1,581,000 | $52.0M |
| Leelyn Smith, LLC | 6.28% | Add +2.7% | 1,629,344 | $51.7M |
| Choreo, LLC | 0.56% | Reduce -2.9% | 1,613,157 | $51.2M |
| Noble Family Wealth, LLC | 9.11% | Add +6.7% | 1,605,116 | $50.9M |
| Evergreen Advisors, LLC | 10.61% | Add +1.1% | 1,568,137 | $49.7M |
| Pinnacle Associates Ltd. | 0.53% | Add +3.9% | 1,527,109 | $48.4M |
| Victory Financial Group, LLC | 5.05% | Reduce -0.8% | 1,514,996 | $48.0M |
| Farther Finance Advisors, LLC | 0.37% | Add +12.1% | 1,505,767 | $47.7M |
| Merit Financial Group, LLC | 0.29% | Reduce -2.5% | 1,496,093 | $47.4M |
| Curran Financial Partners, LLC | 7.03% | Add +8.7% | 1,490,202 | $47.3M |
| Integrated Wealth Concepts LLC | 0.31% | Add +34.4% | 1,478,320 | $46.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +4.1% | 1,464,701 | $46.4M |
| Cedar Wealth Management, LLC | 11.71% | Reduce -0.1% | 1,435,868 | $45.5M |
| Cullen/Frost Bankers, Inc. | 0.44% | Reduce -10.4% | 1,421,380 | $45.1M |
| Equitable Holdings, Inc. | 0.26% | Add +8.6% | 1,371,794 | $43.5M |
| Aptus Capital Advisors, LLC | 0.30% | Reduce -0.5% | 1,313,803 | $41.7M |
| ForthRight Wealth Management, LLC | 10.53% | Add +0.6% | 1,297,540 | $41.1M |
| Ameritas Advisory Services, LLC | 0.81% | Add +108.4% | 1,262,852 | $40.0M |
| Private Advisor Group, LLC | 0.18% | Reduce -12.2% | 1,255,770 | $39.8M |
| Apriem Advisors | 3.38% | Add +9.9% | 1,230,371 | $39.0M |
| Intergy Private Wealth, LLC | 9.00% | Add +6.4% | 1,228,413 | $39.0M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Reduce -1.1% | 1,221,445 | $38.7M |
| CRA Financial Services, LLC | 4.46% | Add +2.7% | 1,220,811 | $38.7M |
| Coastal Bridge Advisors, LLC | 2.38% | Add +4.8% | 1,213,720 | $38.5M |
| First Command Advisory Services, Inc. | 0.23% | Add +2.3% | 1,206,375 | $38.3M |
"% of holder's portfolio" is SCHD's weight in each manager's 13F, not the share of Schwab US DVD Equity ETF the manager owns.