Schwab US DVD Equity ETFSCHDETF
13F holders, Q4 2024 (December 31)1,807holders +176
105new positions
71sold out
5famous investors
$27.39avg. 13F price*
At the end of Q4 2024, 1,807 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 176 from Q3 2024. 105 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($1.4B), LPL Financial LLC ($992.1M) and Morgan Stanley ($777.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $208.7M |
| Exits | 71 | $403.2M |
All 13F filers, Q3 2024 → Q4 2024: 72,727,503 shares bought and 47,134,972 shares sold, net +25,592,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,807 holders
| Bank of America Corp. | 0.13% | Add +123.2% | 49,630,784 | $1.4B |
| LPL Financial LLC | 0.40% | Add +5.0% | 36,314,776 | $992.1M |
| Morgan Stanley | 0.05% | Add +2.8% | 28,475,298 | $777.9M |
| Sumitomo Life Insurance Co. | 13.83% | No change | 26,820,000 | $732.7M |
| Avantax Advisory Services, Inc. | 4.46% | Add +1.9% | 26,003,626 | $710.4M |
| Raymond James Financial Inc. | 0.22% | — | 21,703,476 | $592.9M |
| Envestnet Asset Management Inc. | 0.17% | Add +2.8% | 19,626,674 | $536.2M |
| Northwestern Mutual Wealth Management Co. | 0.42% | Add +2.7% | 18,222,676 | $497.8M |
| Ameriprise Financial Inc. | 0.12% | Add +0.8% | 17,426,545 | $475.8M |
| UBS Group AG | 0.10% | Add +3.6% | 15,975,283 | $436.4M |
| Wealthspire Advisors, LLC | 4.11% | Reduce -1.4% | 15,144,112 | $413.7M |
| Wealthfront Advisers LLC | 1.14% | Reduce -1.5% | 14,309,642 | $390.9M |
| Commonwealth Equity Services, LLC | 0.52% | Add +2.2% | 13,130,560 | $358.7M |
| Wells Fargo & Company | 0.08% | Add +4.3% | 12,294,235 | $335.9M |
| Wealth Enhancement Advisory Services, LLC | 0.60% | Add +5.4% | 11,471,870 | $313.4M |
| Orgel Wealth Management, LLC | 7.89% | Reduce -13.4% | 11,062,243 | $302.2M |
| Avantax Planning Partners, Inc. | 9.24% | Add +0.7% | 9,380,983 | $256.3M |
| Royal Bank of Canada | 0.05% | Add +5.8% | 9,079,918 | $248.1M |
| Osaic Holdings, Inc. | 0.55% | Reduce -8.1% | 9,013,376 | $246.3M |
| Mariner, LLC | 0.38% | Add +18.1% | 8,210,530 | $224.3M |
| Cambridge Investment Research Advisors, Inc. | 0.65% | Add +5.8% | 7,099,962 | $194.0M |
| Cetera Investment Advisers | 0.35% | Add +9.0% | 6,068,690 | $165.8M |
| Cassaday & Co Wealth Management LLC | 4.29% | Add +3.4% | 5,755,912 | $157.3M |
| Cerity Partners LLC | 0.33% | Add +58.7% | 5,635,367 | $154.0M |
| Cresset Asset Management, LLC | 0.73% | Reduce -4.7% | 5,513,275 | $150.6M |
| MML Investors Services, LLC | 0.51% | Add +4.3% | 5,389,861 | $147.3M |
| Keystone Financial Planning, Inc. | 45.47% | Reduce -3.8% | 5,365,627 | $146.6M |
| HighTower Advisors, LLC | 0.20% | Add +6.5% | 5,237,487 | $143.1M |
| JPMorgan Chase & Co. | 0.01% | Add +7.9% | 5,076,341 | $138.7M |
| Charles Schwab Trust Bank | 100.00% | Reduce -18.9% | 3,955,650 | $137.5M |
| Cwm, LLC | 0.55% | Add +20.1% | 4,893,735 | $133.7M |
| HHM Wealth Advisors, LLC | 18.10% | Add +2.4% | 4,872,578 | $133.1M |
| Kestra Advisory Services, LLC | 0.70% | Reduce -1.1% | 4,671,268 | $127.6M |
| Baird Financial Group, Inc. | 0.23% | Reduce -4.1% | 4,394,182 | $120.0M |
| Creative Planning | 0.12% | Add +7.7% | 4,333,971 | $118.4M |
| Cullen/Frost Bankers, Inc. | 1.54% | Reduce -0.4% | 4,111,044 | $112.3M |
| Diversified Enterprises, LLC | 10.45% | Add +10.1% | 3,994,453 | $109.1M |
| Keybank National Association | 0.40% | Add +3.2% | 3,827,693 | $104.6M |
| LVW Advisors, LLC | 12.04% | Add +1.1% | 3,597,636 | $98.3M |
| Truist Financial Corp. | 0.15% | Add +2.4% | 3,543,398 | $96.8M |
| D.A. Davidson & Co. | 0.78% | Add +3.2% | 3,487,095 | $95.3M |
| Focus Financial Network, Inc. | 3.46% | Add +3.5% | 3,183,816 | $87.0M |
| Fifth Third Bancorp | 0.30% | Reduce -2.4% | 3,038,718 | $83.0M |
| Valmark Advisers, Inc. | 1.25% | Add +7.7% | 2,947,348 | $80.5M |
| Bouchey Financial Group, Ltd. | 7.00% | Add +19.8% | 2,932,743 | $80.1M |
| Asset Advisors Investment Management, LLC | 8.11% | Reduce -4.1% | 2,836,535 | $77.5M |
| IMA Advisory Services, Inc. | 8.84% | New | 2,687,274 | $73.4M |
| Berger Financial Group, Inc | 4.98% | Add +5.3% | 2,640,459 | $72.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.28% | Add +142.3% | 2,511,823 | $69.0M |
| Harbour Investments, Inc. | 1.85% | Reduce -6.7% | 2,359,839 | $64.5M |
| CVA Family Office, LLC | 9.94% | Reduce -1.6% | 2,298,314 | $62.8M |
| Aptus Capital Advisors, LLC | 0.72% | Add +19.9% | 2,217,267 | $60.6M |
| Stifel Financial Corp. | 0.06% | Reduce -3.0% | 2,190,631 | $59.8M |
| CGC Financial Services, LLC | 23.78% | Add +3.0% | 2,184,978 | $59.7M |
| Ameritas Advisory Services, LLC | 2.05% | Add +5.7% | 2,173,729 | $59.4M |
| Allworth Financial LP | 0.32% | Add +25.2% | 2,100,813 | $58.7M |
| MAI Capital Management | 0.44% | Add +75.6% | 2,139,147 | $58.4M |
| Pinnacle Associates Ltd. | 0.79% | Add +12.1% | 2,136,379 | $58.4M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +6.6% | 2,131,110 | $58.2M |
| Howard Financial Services, LTD. | 7.51% | Add +2.5% | 2,021,759 | $55.2M |
| Marquette Asset Management, LLC | 9.00% | Add +0.2% | 2,017,395 | $55.1M |
| Summit Asset Management, LLC | 9.34% | Add +5.6% | 1,945,979 | $53.2M |
| Gerber Kawasaki Wealth & Investment Management | 2.27% | Add +0.6% | 1,908,587 | $52.1M |
| Summit Financial Wealth Advisors, LLC | 9.98% | Add +6.8% | 1,841,130 | $51.0M |
| ESL Trust Services, LLC | 10.72% | No change | 1,760,748 | $48.1M |
| Victory Financial Group, LLC | 12.57% | — | 1,751,195 | $47.8M |
| Principle Wealth Partners LLC | 3.36% | Add +7.2% | 1,750,141 | $47.8M |
| Whelan Financial | 18.10% | Add +2.7% | 1,685,510 | $46.0M |
| Scott Capital Advisors, LLC | 13.23% | Add +1.1% | 1,686,234 | $46.0M |
| Private Advisor Group, LLC | 0.26% | Add +7.2% | 1,669,849 | $45.6M |
| Spinnaker Investment Group, LLC | 10.76% | Add +2.2% | 1,633,231 | $44.6M |
| Main Street Financial Solutions, LLC | 4.40% | Add +7.5% | 1,633,114 | $44.6M |
| Reliant Wealth Planning | 20.30% | Reduce -14.3% | 1,584,366 | $43.3M |
| Securian Asset Management, Inc. | 1.26% | No change | 1,581,000 | $43.2M |
| CENTRAL TRUST Co | 1.05% | Reduce -8.7% | 1,572,410 | $43.0M |
| True Link Financial Advisors, LLC | 3.60% | Add +2.2% | 1,568,525 | $42.9M |
| Burkett Financial Services, LLC | 17.23% | Add +0.4% | 1,542,139 | $42.1M |
| Adamsbrown Wealth Consultants LLC | 14.28% | Add +1.5% | 1,533,215 | $41.9M |
| Equitable Holdings, Inc. | 0.39% | Add +5.2% | 1,482,320 | $40.5M |
| Waverly Advisors, LLC | 0.63% | Add +5.9% | 1,479,271 | $40.4M |
| Mfa Wealth Advisors, LLC | 10.33% | Add +19.7% | 1,478,079 | $40.4M |
| Bokf, NA | 0.68% | Add +7.2% | 1,485,598 | $40.1M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Add +273.7% | 1,460,444 | $39.9M |
| Focus Partners Wealth | 0.10% | Add +13.1% | 1,457,770 | $39.8M |
| Jones Financial Companies LLLP | 0.04% | Add +90.7% | 1,455,007 | $39.8M |
| Allied Investment Advisors, LLC | 8.01% | Add +1.6% | 1,454,946 | $39.7M |
| Evergreen Advisors, LLC | 10.79% | Add +4.0% | 1,445,156 | $39.5M |
| HB Wealth Management, LLC | 0.40% | Reduce -0.4% | 1,437,279 | $39.3M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -46.0% | 1,437,053 | $39.3M |
| Blair William & Co. | 0.11% | Add +20.0% | 1,417,933 | $38.7M |
| Beacon Pointe Advisors, LLC | 0.43% | Add +2.1% | 1,411,442 | $38.6M |
| Wealthcare Advisory Partners LLC | 1.07% | Add +4.5% | 1,409,906 | $38.5M |
| Richardson Capital Management LLC | 24.28% | Add +1.1% | 1,397,211 | $38.2M |
| Independent Advisor Alliance | 0.50% | Add +2653.9% | 1,390,683 | $38.0M |
| Atria Wealth Solutions, Inc. | 0.41% | Add +0.5% | 1,364,911 | $37.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -5.5% | 1,283,095 | $37.0M |
| Apexium Financial, LP | 2.18% | Add +9.9% | 1,312,557 | $35.9M |
| Sunburst Financial Group, LLC | 8.86% | Add +7.4% | 1,311,918 | $35.8M |
| Walker Financial Services, Inc. | 20.77% | Add +12.7% | 1,307,997 | $35.7M |
| Leelyn Smith, LLC | 6.30% | Add +3.0% | 1,294,466 | $35.4M |
"% 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.