Schwab US DVD Equity ETFSCHDETF
13F holders, Q2 2024 (June 30)1,558holders −8
78new positions
95sold out
5famous investors
$76.84avg. 13F price*
At the end of Q2 2024, 1,558 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, down 8 from Q1 2024. 78 opened new positions and 95 sold out. The largest holders were LPL Financial LLC ($869.4M), Charles Schwab Investment Management Inc. ($791.0M) and Morgan Stanley ($720.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $115.3M |
| Exits | 95 | $191.6M |
All 13F filers, Q1 2024 → Q2 2024: 26,174,244 shares bought and 16,188,881 shares sold, net +9,985,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,558 holders
| LPL Financial LLC | 0.43% | Add +3.1% | 11,180,518 | $869.4M |
| Charles Schwab Investment Management Inc. | 0.15% | Add +2338.4% | 10,172,722 | $791.0M |
| Morgan Stanley | 0.06% | Add +1.4% | 9,270,886 | $720.9M |
| Sumitomo Life Insurance Co. | 15.68% | Add +41.5% | 8,940,000 | $677.6M |
| Avantax Advisory Services, Inc. | 4.59% | Add +6.4% | 8,271,469 | $643.2M |
| Bank of America Corp. | 0.06% | Add +5.4% | 7,591,257 | $590.3M |
| Ameriprise Financial Inc. | 0.13% | Reduce -8.2% | 6,128,817 | $484.3M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -0.8% | 6,049,838 | $470.4M |
| Raymond James Financial Services Advisors, Inc. | 0.65% | Add +2.4% | 5,851,505 | $455.0M |
| Northwestern Mutual Wealth Management Co. | 0.45% | Reduce -4.3% | 5,823,074 | $452.8M |
| UBS Group AG | 0.12% | Add +6.7% | 5,008,248 | $389.4M |
| Wealthfront Advisers LLC | 1.30% | Reduce -3.0% | 4,962,534 | $385.9M |
| Wealthspire Advisors, LLC | 4.90% | Reduce -2.2% | 4,922,867 | $382.8M |
| Orgel Wealth Management, LLC | 8.79% | Add +0.8% | 4,186,483 | $325.5M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -10.4% | 3,984,218 | $309.8M |
| Wells Fargo & Company | 0.08% | Reduce -2.1% | 3,932,275 | $305.8M |
| Avantax Planning Partners, Inc. | 8.93% | Reduce -0.7% | 3,573,622 | $277.9M |
| Wealth Enhancement Advisory Services, LLC | 0.65% | Add +4.5% | 3,527,701 | $274.3M |
| Osaic Holdings, Inc. | 0.62% | Reduce -19.7% | 3,370,303 | $262.1M |
| Royal Bank of Canada | 0.05% | Reduce -26.6% | 2,793,240 | $217.2M |
| Mariner, LLC | 0.33% | Reduce -2.5% | 2,184,542 | $169.9M |
| Cambridge Investment Research Advisors, Inc. | 0.61% | Reduce -6.0% | 2,132,380 | $165.8M |
| Cetera Investment Advisers | 0.35% | Reduce -6.1% | 1,975,542 | $153.6M |
| Cresset Asset Management, LLC | 0.60% | Reduce -0.7% | 1,804,826 | $141.8M |
| Charles Schwab Trust Bank | 100.00% | Reduce -1.9% | 1,786,202 | $138.9M |
| Keystone Financial Planning, Inc. | 45.40% | Add +15.6% | 1,764,133 | $137.2M |
| Cassaday & Co Wealth Management LLC | 4.26% | Add +3.1% | 1,740,692 | $135.4M |
| Raymond James & Associates | 0.08% | Reduce -14.2% | 1,655,296 | $128.7M |
| HighTower Advisors, LLC | 0.20% | Reduce -0.9% | 1,631,688 | $126.9M |
| MML Investors Services, LLC | 0.51% | Add +4.3% | 1,626,770 | $126.5M |
| HHM Wealth Advisors, LLC | 17.88% | Add +2.4% | 1,528,115 | $118.8M |
| Kestra Advisory Services, LLC | 0.66% | Add +13.2% | 1,524,689 | $117.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -61.4% | 1,463,248 | $113.8M |
| Creative Planning | 0.11% | Add +1.3% | 1,316,807 | $102.4M |
| Baird Financial Group, Inc. | 0.21% | Add +9.2% | 1,287,258 | $100.1M |
| Cullen/Frost Bankers, Inc. | 1.43% | Add +0.4% | 1,266,225 | $98.5M |
| Corient Private Wealth LP | 0.17% | Reduce -10.9% | 1,257,330 | $97.7M |
| Keybank National Association | 0.39% | Reduce -2.8% | 1,238,243 | $96.3M |
| Diversified, LLC | 10.81% | Add +4.9% | 1,183,519 | $92.0M |
| LVW Advisors, LLC | 13.47% | Add +2.7% | 1,176,875 | $91.5M |
| Truist Financial Corp. | 0.14% | Reduce -19.0% | 1,158,918 | $90.1M |
| Cerity Partners LLC | 0.24% | Add +0.9% | 1,134,067 | $89.0M |
| Cwm, LLC | 0.41% | Reduce -7.4% | 1,123,463 | $87.4M |
| Fifth Third Bancorp | 0.33% | Reduce -6.4% | 1,100,489 | $85.6M |
| D.A. Davidson & Co. | 0.74% | Add +2.2% | 1,075,393 | $83.6M |
| Focus Financial Network, Inc. | 3.52% | Reduce -2.0% | 999,883 | $82.3M |
| Asset Advisors Investment Management, LLC | 8.85% | Reduce -18.4% | 1,045,039 | $81.3M |
| Japan Science & Technology Agency | 1.05% | No change | 970,000 | $75.4M |
| Ameritas Advisory Services, LLC | 2.54% | Reduce -1.5% | 865,824 | $67.3M |
| Syntrinsic LLC | 21.74% | Reduce -0.3% | 842,135 | $65.5M |
| Valmark Advisers, Inc. | 1.11% | Add +2.1% | 838,830 | $65.2M |
| Stifel Financial Corp. | 0.07% | Reduce -8.2% | 806,608 | $62.7M |
| Harbour Investments, Inc. | 2.11% | Add +4.4% | 803,956 | $62.5M |
| Berger Financial Group, Inc | 4.92% | Add +12.1% | 792,999 | $61.7M |
| Bouchey Financial Group, Ltd. | 5.59% | Reduce -7.3% | 753,901 | $58.8M |
| CVA Family Office, LLC | 10.57% | Add +1.8% | 755,098 | $58.7M |
| CGC Financial Services, LLC | 23.50% | Add +2.4% | 696,126 | $54.1M |
| Marquette Asset Management, LLC | 8.89% | Add +2.6% | 672,258 | $52.3M |
| Steward Partners Investment Advisory, LLC | 0.54% | Add +9.5% | 654,337 | $50.9M |
| CENTRAL TRUST Co | 1.25% | Reduce -39.1% | 653,989 | $50.9M |
| Pinnacle Associates Ltd. | 0.79% | Add +1.3% | 651,092 | $50.6M |
| Gerber Kawasaki Wealth & Investment Management | 2.51% | Reduce -2.2% | 644,647 | $50.1M |
| Howard Financial Services, LTD. | 8.01% | Add +4.3% | 628,375 | $48.9M |
| Focus Partners Wealth | 0.16% | Add +99.7% | 619,696 | $48.2M |
| Reliant Wealth Planning | 21.71% | Add +3.0% | 605,231 | $47.1M |
| Summit Asset Management, LLC | 5.49% | Add +2.8% | 598,069 | $46.5M |
| ESL Trust Services, LLC | 11.11% | Add +4.6% | 586,534 | $45.6M |
| Allworth Financial LP | 0.29% | Add +181.7% | 549,437 | $44.6M |
| Summit Financial Wealth Advisors, LLC | 8.74% | Add +3.1% | 554,841 | $43.1M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -3.8% | 544,555 | $42.3M |
| Whelan Financial | 18.69% | Add +2.5% | 538,157 | $41.8M |
| Securian Asset Management, Inc. | 1.20% | No change | 527,000 | $41.0M |
| Spinnaker Investment Group, LLC | 11.18% | Add +0.6% | 521,543 | $40.6M |
| Scott Capital Advisors, LLC | 11.83% | Add +1.5% | 519,106 | $40.0M |
| Principle Wealth Partners LLC | 3.04% | Reduce -2.1% | 513,581 | $39.9M |
| Legacy Financial Strategies, LLC | 9.52% | Reduce -0.1% | 513,262 | $39.6M |
| Private Advisor Group, LLC | 0.26% | Reduce -14.5% | 503,956 | $39.2M |
| HB Wealth Management, LLC | 0.45% | Reduce -0.3% | 499,959 | $38.9M |
| Burkett Financial Services, LLC | 19.85% | Add +0.5% | 497,534 | $38.7M |
| Main Street Financial Solutions, LLC | 3.55% | Add +5.9% | 485,052 | $37.7M |
| True Link Financial Advisors, LLC | 3.47% | Add +3.2% | 481,262 | $37.4M |
| Adamsbrown Wealth Consultants LLC | 14.51% | Add +3.4% | 479,299 | $37.3M |
| Cedar Wealth Management, LLC | 11.68% | Add +2.4% | 462,695 | $36.0M |
| Beacon Pointe Advisors, LLC | 0.42% | Reduce -5.1% | 455,908 | $35.5M |
| Atria Wealth Solutions, Inc. | 0.39% | Add +3.1% | 449,838 | $35.3M |
| Bokf, NA | 0.63% | Add +8.7% | 453,502 | $35.3M |
| Merit Financial Group, LLC | 0.78% | Reduce -34.0% | 453,430 | $35.3M |
| Richardson Capital Management LLC | 26.89% | Add +3.7% | 449,348 | $34.9M |
| Evergreen Advisors, LLC | 10.36% | Add +3.7% | 445,174 | $34.6M |
| Waverly Advisors, LLC | 0.68% | Add +13.7% | 443,965 | $34.5M |
| Cornerstone Planning Group LLC | 9.83% | Add +5.3% | 434,166 | $34.3M |
| NewEdge Advisors, LLC | 0.25% | Add +11.6% | 437,970 | $34.1M |
| Victory Financial Group, LLC | 15.82% | Add +10.4% | 434,797 | $33.8M |
| Olympus Wealth Management, LLC | 10.46% | Add +80.8% | 430,092 | $33.4M |
| Equitable Holdings, Inc. | 0.35% | Add +6.4% | 429,491 | $33.4M |
| Steele Capital Management, Inc. | 1.86% | Reduce -3.1% | 424,956 | $33.4M |
| Wealthcare Advisory Partners LLC | 1.04% | Reduce -3.4% | 429,158 | $33.4M |
| Founders Financial Securities LLC | 3.10% | Add +0.9% | 421,218 | $32.8M |
| Assetmark, Inc. | 0.10% | Add +385.1% | 419,249 | $32.6M |
| Venture Visionary Partners LLC | 1.52% | Reduce -0.8% | 417,441 | $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.