Schwab US DVD Equity ETFSCHDETF
13F holders, Q3 2024 (September 30)1,631holders +73
124new positions
59sold out
6famous investors
$82.68avg. 13F price*
At the end of Q3 2024, 1,631 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 73 from Q2 2024. 124 opened new positions and 59 sold out. The largest holders were LPL Financial LLC ($974.7M), Morgan Stanley ($780.5M) and Sumitomo Life Insurance Co. ($755.7M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 124 | $168.9M |
| Exits | 59 | $835.6M |
All 13F filers, Q2 2024 → Q3 2024: 19,734,058 shares bought and 19,525,765 shares sold, net +208,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,631 holders
| LPL Financial LLC | 0.44% | Add +3.1% | 11,531,390 | $974.7M |
| Morgan Stanley | 0.06% | Reduce -0.4% | 9,233,968 | $780.5M |
| Sumitomo Life Insurance Co. | 14.84% | No change | 8,940,000 | $755.7M |
| Avantax Advisory Services, Inc. | 4.72% | Add +2.8% | 8,502,456 | $718.7M |
| Bank of America Corp. | 0.05% | Reduce -2.4% | 7,412,088 | $626.5M |
| Envestnet Asset Management Inc. | 0.17% | Add +5.2% | 6,361,912 | $537.8M |
| Northwestern Mutual Wealth Management Co. | 0.44% | Add +1.6% | 5,913,411 | $499.9M |
| Raymond James Financial Services Advisors, Inc. | 0.66% | Add +0.7% | 5,891,102 | $498.0M |
| Ameriprise Financial Inc. | 0.13% | Reduce -5.9% | 5,765,534 | $487.4M |
| UBS Group AG | 0.12% | Add +2.6% | 5,139,631 | $434.5M |
| Wealthspire Advisors, LLC | 4.40% | Add +4.0% | 5,119,956 | $432.8M |
| Wealthfront Advisers LLC | 1.26% | Reduce -2.5% | 4,840,490 | $409.2M |
| Commonwealth Equity Services, LLC | 0.55% | Add +7.5% | 4,281,892 | $361.9M |
| Orgel Wealth Management, LLC | 9.01% | Add +1.7% | 4,257,335 | $359.9M |
| Wells Fargo & Company | 0.08% | Reduce -0.1% | 3,929,676 | $332.2M |
| Wealth Enhancement Advisory Services, LLC | 0.66% | Add +2.9% | 3,629,338 | $306.8M |
| Osaic Holdings, Inc. | 0.62% | Reduce -3.0% | 3,269,180 | $276.3M |
| Avantax Planning Partners, Inc. | 9.42% | Reduce -13.1% | 3,105,998 | $262.5M |
| Royal Bank of Canada | 0.05% | Add +2.4% | 2,860,162 | $241.8M |
| Japan Science & Technology Agency | 2.90% | Add +167.4% | 2,593,803 | $219.3M |
| Mariner, LLC | 0.35% | Add +6.1% | 2,318,259 | $196.0M |
| Cambridge Investment Research Advisors, Inc. | 0.64% | Add +4.9% | 2,236,466 | $189.0M |
| Cresset Asset Management, LLC | 0.63% | Add +6.8% | 1,927,782 | $163.0M |
| Keystone Financial Planning, Inc. | 47.55% | Add +5.4% | 1,858,898 | $157.1M |
| Cassaday & Co Wealth Management LLC | 4.43% | Add +6.6% | 1,855,674 | $156.9M |
| Cetera Investment Advisers | 0.34% | Reduce -6.1% | 1,855,458 | $156.8M |
| MML Investors Services, LLC | 0.53% | Add +5.9% | 1,722,279 | $145.6M |
| HighTower Advisors, LLC | 0.20% | Add +0.4% | 1,638,433 | $138.5M |
| Charles Schwab Trust Bank | 100.00% | Reduce -8.9% | 1,626,309 | $137.5M |
| HHM Wealth Advisors, LLC | 19.01% | Add +3.8% | 1,585,661 | $134.0M |
| Kestra Advisory Services, LLC | 0.73% | Add +3.3% | 1,574,832 | $133.1M |
| Raymond James & Associates | 0.08% | Reduce -5.0% | 1,572,774 | $132.9M |
| JPMorgan Chase & Co. | 0.01% | Add +7.2% | 1,568,103 | $132.6M |
| Baird Financial Group, Inc. | 0.25% | Add +18.7% | 1,527,493 | $129.1M |
| Corient Private Wealth LP | 0.20% | Add +18.3% | 1,487,056 | $125.5M |
| Cullen/Frost Bankers, Inc. | 1.59% | Add +8.7% | 1,375,745 | $116.3M |
| Cwm, LLC | 0.49% | Add +20.9% | 1,358,481 | $114.8M |
| Creative Planning | 0.11% | Add +1.9% | 1,341,298 | $113.4M |
| Keybank National Association | 0.40% | Reduce -0.1% | 1,236,789 | $104.5M |
| Diversified, LLC | 11.22% | Add +2.2% | 1,209,629 | $102.2M |
| Diversified Enterprises, LLC | 11.22% | — | 1,209,629 | $102.2M |
| LVW Advisors, LLC | 12.83% | Add +0.7% | 1,185,633 | $100.2M |
| Cerity Partners LLC | 0.22% | Add +4.4% | 1,183,950 | $100.1M |
| Truist Financial Corp. | 0.15% | Reduce -0.5% | 1,153,680 | $97.5M |
| D.A. Davidson & Co. | 0.79% | Add +4.7% | 1,125,949 | $95.2M |
| Two Sigma Investments, LP | 0.21% | Add +627.8% | 1,088,000 | $92.0M |
| Fifth Third Bancorp | 0.32% | Reduce -5.7% | 1,038,191 | $87.8M |
| Focus Financial Network, Inc. | 3.54% | Add +2.6% | 1,025,680 | $86.7M |
| Asset Advisors Investment Management, LLC | 8.67% | Reduce -5.6% | 986,118 | $83.4M |
| Valmark Advisers, Inc. | 1.21% | Add +8.7% | 912,116 | $77.1M |
| Harbour Investments, Inc. | 2.14% | Add +4.9% | 843,046 | $71.3M |
| Syntrinsic LLC | 23.62% | Reduce -0.2% | 840,184 | $71.0M |
| Berger Financial Group, Inc | 5.10% | Add +5.4% | 835,471 | $70.6M |
| Bouchey Financial Group, Ltd. | 6.17% | Add +8.3% | 816,278 | $69.0M |
| CVA Family Office, LLC | 10.68% | Add +3.1% | 778,177 | $65.8M |
| Stifel Financial Corp. | 0.07% | Reduce -6.7% | 752,426 | $63.6M |
| CGC Financial Services, LLC | 23.97% | Add +1.6% | 707,211 | $59.8M |
| Ameritas Advisory Services, LLC | 2.50% | Reduce -20.8% | 685,448 | $57.9M |
| Marquette Asset Management, LLC | 8.99% | Reduce -0.2% | 670,934 | $56.7M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +1.8% | 666,186 | $56.3M |
| Howard Financial Services, LTD. | 8.02% | Add +4.6% | 657,248 | $55.6M |
| Gerber Kawasaki Wealth & Investment Management | 2.46% | Reduce -1.9% | 632,126 | $53.4M |
| Reliant Wealth Planning | 22.57% | Add +1.9% | 616,525 | $52.1M |
| Summit Asset Management, LLC | 5.94% | Add +2.7% | 614,398 | $51.9M |
| ESL Trust Services, LLC | 11.24% | Add +0.1% | 586,966 | $49.6M |
| Summit Financial Wealth Advisors, LLC | 9.11% | Add +3.6% | 574,672 | $48.6M |
| CENTRAL TRUST Co | 1.14% | Reduce -12.2% | 574,300 | $48.5M |
| Pinnacle Associates Ltd. | 0.82% | Reduce -2.5% | 635,170 | $48.4M |
| Allworth Financial LP | 0.29% | Add +1.8% | 559,447 | $47.3M |
| Scott Capital Advisors, LLC | 13.33% | Add +7.1% | 556,024 | $47.0M |
| Whelan Financial | 19.05% | Add +1.7% | 547,128 | $46.2M |
| Principle Wealth Partners LLC | 3.26% | Add +6.0% | 544,207 | $46.0M |
| Spinnaker Investment Group, LLC | 11.02% | Add +2.2% | 532,867 | $45.0M |
| Securian Asset Management, Inc. | 1.29% | No change | 527,000 | $44.5M |
| Private Advisor Group, LLC | 0.27% | Add +3.1% | 519,467 | $43.9M |
| Burkett Financial Services, LLC | 17.89% | Add +2.9% | 512,108 | $43.3M |
| True Link Financial Advisors, LLC | 3.67% | Add +6.3% | 511,519 | $43.2M |
| Main Street Financial Solutions, LLC | 3.93% | Add +4.5% | 506,638 | $42.8M |
| Adamsbrown Wealth Consultants LLC | 14.76% | Add +5.0% | 503,303 | $42.5M |
| HB Wealth Management, LLC | 0.44% | Reduce -3.8% | 480,823 | $40.6M |
| Allied Investment Advisors, LLC | 7.99% | Add +18100.5% | 477,398 | $40.4M |
| Equitable Holdings, Inc. | 0.38% | Add +9.4% | 469,779 | $39.7M |
| Waverly Advisors, LLC | 0.73% | Add +4.8% | 465,514 | $39.3M |
| Cedar Wealth Management, LLC | 12.16% | Add +0.2% | 463,432 | $39.2M |
| Evergreen Advisors, LLC | 10.81% | Add +4.0% | 463,099 | $39.1M |
| Bokf, NA | 0.69% | Add +1.9% | 461,949 | $39.0M |
| Richardson Capital Management LLC | 27.21% | Add +2.5% | 460,767 | $38.9M |
| Beacon Pointe Advisors, LLC | 0.45% | Add +1.0% | 460,649 | $38.9M |
| Atria Wealth Solutions, Inc. | 0.42% | Add +0.7% | 452,896 | $38.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -16.9% | 452,660 | $38.3M |
| Wealthcare Advisory Partners LLC | 1.08% | Add +4.8% | 449,710 | $38.0M |
| NewEdge Advisors, LLC | 0.24% | Add +0.3% | 439,342 | $37.1M |
| Focus Partners Wealth | 0.12% | Reduce -30.6% | 429,754 | $37.1M |
| Venture Visionary Partners LLC | 1.58% | Add +0.7% | 420,343 | $35.5M |
| Leelyn Smith, LLC | 6.39% | Add +2.4% | 419,008 | $35.4M |
| Founders Financial Securities LLC | 3.23% | Reduce -1.5% | 414,724 | $35.1M |
| Silver Coast Investments LLC | 12.87% | Add +1.9% | 413,485 | $35.0M |
| Mfa Wealth Advisors, LLC | 7.62% | Add +138.3% | 411,594 | $34.8M |
| Steele Capital Management, Inc. | 1.81% | Reduce -3.4% | 410,451 | $34.7M |
| Sunburst Financial Group, LLC | 8.73% | Reduce -0.4% | 407,288 | $34.4M |
"% 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.