Schwab US DVD Equity ETFSCHDETF
13F holders, Q1 2024 (March 31)1,566holders
5famous investors
$80.42avg. 13F price*
At the end of Q1 2024, 1,566 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings. The largest holders were LPL Financial LLC ($874.1M), Charles Schwab Investment Advisory, Inc. ($783.8M) and Morgan Stanley ($737.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $122.1M |
| Exits | 82 | $139.1M |
Ownership 1,566 holders
| LPL Financial LLC | 0.47% | Reduce -5.5% | 10,841,262 | $874.1M |
| Charles Schwab Investment Advisory, Inc. | 1.08% | Add +0.4% | 9,721,361 | $783.8M |
| Morgan Stanley | 0.06% | Add +10.5% | 9,146,540 | $737.5M |
| Avantax Advisory Services, Inc. | 5.56% | Add +4.0% | 7,775,195 | $626.9M |
| Bank of America Corp. | 0.06% | Reduce -47.2% | 7,204,871 | $580.9M |
| Ameriprise Financial Inc. | 0.15% | Reduce -15.3% | 6,675,552 | $541.2M |
| Envestnet Asset Management Inc. | 0.18% | Add +6.3% | 6,101,855 | $492.0M |
| Northwestern Mutual Wealth Management Co. | 0.50% | Reduce -7.9% | 6,085,029 | $490.6M |
| Sumitomo Life Insurance Co. | 12.24% | Add +110.7% | 6,320,000 | $471.4M |
| Raymond James Financial Services Advisors, Inc. | 0.68% | Add +11.8% | 5,712,485 | $460.6M |
| Wealthfront Advisers LLC | 1.44% | Reduce -3.1% | 5,116,593 | $412.6M |
| Wealthspire Advisors, LLC | 5.42% | Reduce -3.1% | 5,035,345 | $406.0M |
| UBS Group AG | 0.12% | Add +0.1% | 4,694,968 | $378.6M |
| Commonwealth Equity Services, LLC | 0.60% | Add +7.0% | 4,444,733 | $358.4M |
| Osaic Holdings, Inc. | 0.76% | Reduce -3.7% | 4,195,780 | $338.3M |
| Orgel Wealth Management, LLC | 9.18% | Add +0.9% | 4,152,801 | $334.8M |
| Wells Fargo & Company | 0.09% | Add +10.0% | 4,018,418 | $324.0M |
| Royal Bank of Canada | 0.07% | Reduce -14.7% | 3,806,504 | $306.9M |
| JPMorgan Chase & Co. | 0.03% | Add +4.4% | 3,795,068 | $306.0M |
| Avantax Planning Partners, Inc. | 9.40% | Add +0.9% | 3,598,014 | $290.1M |
| Wealth Enhancement Advisory Services, LLC | 0.70% | Add +4.5% | 3,375,640 | $272.2M |
| Cambridge Investment Research Advisors, Inc. | 0.70% | Add +4.3% | 2,269,372 | $183.0M |
| Mariner, LLC | 0.37% | Add +7.5% | 2,240,640 | $180.7M |
| Cetera Investment Advisers | 0.40% | Add +53.1% | 2,104,047 | $169.6M |
| Raymond James & Associates | 0.11% | Reduce -3.7% | 1,928,780 | $155.5M |
| Charles Schwab Trust Bank | 100.00% | — | 1,820,439 | $146.8M |
| Cresset Asset Management, LLC | 0.71% | Add +231.8% | 1,817,885 | $146.6M |
| Cassaday & Co Wealth Management LLC | 4.43% | Add +3.6% | 1,688,288 | $136.1M |
| HighTower Advisors, LLC | 0.22% | Reduce -1.4% | 1,646,031 | $132.7M |
| MML Investors Services, LLC | 0.52% | Add +3.2% | 1,559,736 | $125.8M |
| Keystone Financial Planning, Inc. | 39.90% | Reduce -7.7% | 1,525,958 | $123.0M |
| HHM Wealth Advisors, LLC | 19.80% | Reduce -0.2% | 1,491,662 | $120.3M |
| Truist Financial Corp. | 0.17% | Add +3.5% | 1,430,931 | $115.4M |
| Corient Private Wealth LP | 0.20% | Reduce -35.9% | 1,410,746 | $113.7M |
| Kestra Advisory Services, LLC | 0.73% | Add +7.7% | 1,347,379 | $108.6M |
| Creative Planning | 0.12% | Add +3.4% | 1,299,709 | $104.8M |
| Asset Advisors Investment Management, LLC | 11.57% | Reduce -2.1% | 1,280,100 | $103.2M |
| Keybank National Association | 0.42% | Reduce -2.0% | 1,273,415 | $102.7M |
| Cullen/Frost Bankers, Inc. | 1.51% | Add +15.6% | 1,261,665 | $101.7M |
| Cwm, LLC | 0.48% | Reduce -4.2% | 1,213,008 | $97.8M |
| Baird Financial Group, Inc. | 0.20% | Add +1.4% | 1,178,367 | $95.0M |
| Fifth Third Bancorp | 0.37% | Reduce -5.3% | 1,176,203 | $94.8M |
| LVW Advisors, LLC | 15.65% | Add +9.4% | 1,146,175 | $92.4M |
| Diversified, LLC | 12.52% | Add +493.3% | 1,128,581 | $91.0M |
| Cerity Partners LLC | 0.24% | Reduce -0.6% | 1,124,400 | $90.6M |
| CENTRAL TRUST Co | 2.16% | Reduce -6.5% | 1,074,694 | $86.7M |
| D.A. Davidson & Co. | 0.77% | Add +2.1% | 1,052,552 | $84.9M |
| Japan Science & Technology Agency | 0.97% | No change | 970,000 | $78.2M |
| Focus Financial Network, Inc. | 3.77% | — | 1,020,660 | $77.4M |
| Stifel Financial Corp. | 0.08% | Reduce -1.1% | 878,872 | $70.9M |
| Ameritas Advisory Services, LLC | 2.88% | Add +53.5% | 878,746 | $69.8M |
| Syntrinsic LLC | 22.83% | Add +1.7% | 844,679 | $68.1M |
| Valmark Advisers, Inc. | 1.15% | Add +7.1% | 821,820 | $66.3M |
| Bouchey Financial Group, Ltd. | 6.46% | Add +6.4% | 813,668 | $65.6M |
| Harbour Investments, Inc. | 2.20% | Add +6.0% | 770,035 | $62.1M |
| CVA Family Office, LLC | 10.68% | Add +1.5% | 741,560 | $59.8M |
| Berger Financial Group, Inc | 4.70% | Add +85.5% | 707,217 | $57.0M |
| Fiduciary Trust Co | 0.85% | Reduce -34.4% | 689,982 | $55.6M |
| CGC Financial Services, LLC | 28.71% | Add +10.7% | 680,082 | $54.8M |
| Merit Financial Group, LLC | 1.28% | Reduce -77.7% | 687,292 | $53.6M |
| Gerber Kawasaki Wealth & Investment Management | 2.87% | Reduce -2.5% | 659,370 | $53.2M |
| Marquette Asset Management, LLC | 9.16% | Reduce -5.7% | 655,395 | $52.8M |
| Pinnacle Associates Ltd. | 0.82% | Add +1.2% | 642,890 | $51.8M |
| Howard Financial Services, LTD. | 8.37% | Reduce -0.9% | 602,247 | $48.6M |
| Steward Partners Investment Advisory, LLC | 0.53% | Add +47.6% | 597,341 | $48.2M |
| Private Advisor Group, LLC | 0.34% | Reduce -5.8% | 589,179 | $47.5M |
| Reliant Wealth Planning | 22.66% | Add +8.1% | 587,504 | $47.4M |
| Summit Asset Management, LLC | 5.56% | Add +3.0% | 581,645 | $46.9M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -4.8% | 566,186 | $45.7M |
| Kohmann Bosshard Financial Services, LLC | 6.34% | Reduce -8.9% | 564,699 | $45.5M |
| ESL Trust Services, LLC | 11.83% | Add +16.9% | 560,526 | $45.2M |
| Summit Financial Wealth Advisors, LLC | 8.79% | Add +249.8% | 538,000 | $43.4M |
| Securian Asset Management, Inc. | 1.25% | No change | 527,000 | $42.5M |
| Whelan Financial | 19.32% | Reduce -1.1% | 524,757 | $42.3M |
| Principle Wealth Partners LLC | 3.31% | Add +12.7% | 524,442 | $42.3M |
| Spinnaker Investment Group, LLC | 11.74% | Add +1.6% | 518,384 | $41.8M |
| Legacy Financial Strategies, LLC | 10.67% | Add +2.7% | 513,647 | $41.4M |
| Scott Capital Advisors, LLC | 12.38% | Add +3.1% | 511,249 | $40.7M |
| HB Wealth Management, LLC | 0.51% | Reduce -2.2% | 501,549 | $40.4M |
| Burkett Financial Services, LLC | 20.58% | Add +2.3% | 495,121 | $39.9M |
| JNBA Financial Advisors | 4.16% | Add +5.2% | 491,361 | $39.6M |
| Janiczek Wealth Management, LLC | 8.25% | Reduce -0.7% | 480,603 | $38.8M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +4.1% | 480,558 | $38.7M |
| True Link Financial Advisors, LLC | 3.61% | Add +10.3% | 466,355 | $37.6M |
| Adamsbrown Wealth Consultants LLC | 15.12% | Add +8.4% | 463,347 | $37.4M |
| Dechtman Wealth Management, LLC | 8.66% | Reduce -17.7% | 460,593 | $37.1M |
| Main Street Financial Solutions, LLC | 3.94% | Add +7.2% | 458,086 | $36.9M |
| Cedar Wealth Management, LLC | 11.99% | Add +7.4% | 451,956 | $36.4M |
| Wealthcare Advisory Partners LLC | 1.17% | Add +3.2% | 444,372 | $35.8M |
| Steele Capital Management, Inc. | 2.03% | Add +4.7% | 438,363 | $35.3M |
| Atria Wealth Solutions, Inc. | 0.40% | Reduce -10.7% | 436,428 | $35.2M |
| Richardson Capital Management LLC | 28.57% | Add +234205.4% | 433,465 | $35.0M |
| Evergreen Advisors, LLC | 10.57% | Add +1.9% | 429,265 | $34.6M |
| Sunburst Financial Group, LLC | 9.68% | Reduce -4.6% | 427,118 | $34.2M |
| Venture Visionary Partners LLC | 1.61% | Add +5.2% | 420,995 | $33.9M |
| Founders Financial Securities LLC | 3.53% | Reduce -13.3% | 417,466 | $33.7M |
| WFA Asset Management Corp | 17.59% | Reduce -6.4% | 417,295 | $33.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.4% | 417,191 | $33.6M |
| Bokf, NA | 0.61% | Reduce -43.6% | 417,347 | $33.4M |
| Equitable Holdings, Inc. | 0.37% | Add +14.7% | 403,635 | $32.5M |
"% 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.