Schwab US DVD Equity ETFSCHDETF
13F holders, Q1 2025 (March 31)1,811holders +4
107new positions
86sold out
4famous investors
$27.94avg. 13F price*
At the end of Q1 2025, 1,811 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 4 from Q4 2024. 107 opened new positions and 86 sold out. The largest holders were LPL Financial LLC ($1.1B), Rakuten Investment Management, Inc. ($911.0M) and Bank of America Corp. ($901.5M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $143.9M |
| Exits | 86 | $92.3M |
All 13F filers, Q4 2024 → Q1 2025: 56,822,189 shares bought and 55,744,910 shares sold, net +1,077,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,811 holders
| LPL Financial LLC | 0.42% | Add +6.8% | 38,785,482 | $1.1B |
| Rakuten Investment Management, Inc. | 4.17% | — | 33,032,234 | $911.0M |
| Bank of America Corp. | 0.08% | Reduce -35.0% | 32,243,420 | $901.5M |
| Wealthspire Advisors, LLC | 4.94% | Add +95.2% | 29,554,836 | $826.4M |
| Morgan Stanley | 0.06% | Add +3.1% | 29,361,323 | $820.9M |
| Avantax Advisory Services, Inc. | 4.69% | Add +6.3% | 27,640,926 | $772.8M |
| Raymond James Financial Inc. | 0.22% | Reduce -2.3% | 21,199,631 | $592.7M |
| Sumitomo Life Insurance Co. | 18.58% | Reduce -30.8% | 18,570,000 | $519.2M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -7.6% | 18,132,678 | $507.0M |
| Northwestern Mutual Wealth Management Co. | 0.41% | Reduce -2.5% | 17,763,626 | $496.7M |
| Ameriprise Financial Inc. | 0.13% | Add +0.7% | 17,539,875 | $491.2M |
| UBS Group AG | 0.10% | Reduce -3.1% | 15,485,194 | $433.0M |
| Wealthfront Advisers LLC | 1.05% | Reduce -2.7% | 13,924,582 | $389.3M |
| Commonwealth Equity Services, LLC | 0.53% | Add +2.8% | 13,496,416 | $377.4M |
| Wealth Enhancement Advisory Services, LLC | 0.62% | Add +1.6% | 11,654,619 | $325.9M |
| Orgel Wealth Management, LLC | 8.37% | Add +4.1% | 11,520,110 | $322.1M |
| Osaic Holdings, Inc. | 0.63% | Add +11.5% | 10,047,605 | $281.0M |
| Wells Fargo & Company | 0.07% | Reduce -19.0% | 9,960,232 | $278.5M |
| Avantax Planning Partners, Inc. | 9.54% | Add +2.7% | 9,634,773 | $269.4M |
| Royal Bank of Canada | 0.06% | Add +0.9% | 9,164,874 | $256.3M |
| Mariner, LLC | 0.38% | Add +0.3% | 8,235,659 | $230.3M |
| Cresset Asset Management, LLC | 1.06% | Add +37.5% | 7,582,282 | $212.0M |
| Cetera Investment Advisers | 0.37% | Add +12.4% | 6,818,561 | $190.6M |
| Cambridge Investment Research Advisors, Inc. | 0.64% | Reduce -4.7% | 6,768,332 | $189.2M |
| Cassaday & Co Wealth Management LLC | 4.65% | Add +2.8% | 5,917,303 | $165.4M |
| MML Investors Services, LLC | 0.55% | Add +9.0% | 5,872,993 | $164.2M |
| HighTower Advisors, LLC | 0.22% | Add +8.2% | 5,669,012 | $158.5M |
| Cwm, LLC | 0.63% | Add +15.5% | 5,650,775 | $158.0M |
| Cerity Partners LLC | 0.32% | Reduce -0.3% | 5,620,573 | $157.2M |
| JPMorgan Chase & Co. | 0.01% | Add +9.7% | 5,566,702 | $155.6M |
| Keystone Financial Planning, Inc. | 45.72% | Add +2.3% | 5,488,320 | $153.5M |
| HHM Wealth Advisors, LLC | 18.73% | Add +2.1% | 4,975,278 | $139.1M |
| Creative Planning | 0.12% | Add +3.5% | 4,483,982 | $125.4M |
| Baird Financial Group, Inc. | 0.24% | Reduce -0.1% | 4,388,473 | $122.7M |
| Diversified Enterprises, LLC | 9.89% | Add +5.3% | 4,204,454 | $117.6M |
| Cullen/Frost Bankers, Inc. | 1.60% | Reduce -0.5% | 4,090,737 | $114.4M |
| Keybank National Association | 0.43% | Reduce -0.8% | 3,799,101 | $106.2M |
| Truist Financial Corp. | 0.16% | Add +0.8% | 3,572,321 | $99.9M |
| LVW Advisors, LLC | 11.93% | Reduce -1.6% | 3,538,710 | $98.9M |
| Kestra Advisory Services, LLC | 0.44% | Reduce -29.9% | 3,272,557 | $91.5M |
| Focus Financial Network, Inc. | 3.73% | Add +2.5% | 3,262,533 | $91.2M |
| Fifth Third Bancorp | 0.33% | Add +3.0% | 3,129,487 | $87.5M |
| Bouchey Financial Group, Ltd. | 7.55% | Add +2.1% | 2,993,100 | $83.7M |
| Berger Financial Group, Inc | 5.69% | Add +10.9% | 2,927,350 | $81.8M |
| Charles Schwab Trust Bank | 100.00% | Reduce -27.0% | 2,886,538 | $80.7M |
| IMA Advisory Services, Inc. | 9.56% | Add +7.2% | 2,881,242 | $80.5M |
| Asset Advisors Investment Management, LLC | 8.14% | Reduce -2.4% | 2,769,066 | $77.4M |
| Valmark Advisers, Inc. | 1.15% | Reduce -7.7% | 2,721,229 | $76.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.30% | Add +7.3% | 2,695,791 | $74.3M |
| CVA Family Office, LLC | 10.48% | Add +6.4% | 2,445,913 | $68.4M |
| Harbour Investments, Inc. | 1.92% | Add +1.6% | 2,397,477 | $67.0M |
| Aptus Capital Advisors, LLC | 0.74% | Add +5.8% | 2,346,090 | $65.6M |
| CGC Financial Services, LLC | 24.92% | Add +3.1% | 2,253,695 | $63.0M |
| Stifel Financial Corp. | 0.07% | Add +0.8% | 2,207,945 | $61.7M |
| MAI Capital Management | 0.45% | Add +0.2% | 2,143,256 | $59.9M |
| Steward Partners Investment Advisory, LLC | 0.51% | Reduce -2.6% | 2,075,375 | $58.0M |
| Howard Financial Services, LTD. | 7.89% | Add +2.5% | 2,073,100 | $58.0M |
| Jones Financial Companies LLLP | 0.05% | Add +43.1% | 2,082,694 | $57.4M |
| Marquette Asset Management, LLC | 9.97% | Add +0.3% | 2,022,508 | $56.5M |
| Allworth Financial LP | 0.31% | Add +1.9% | 2,140,743 | $55.0M |
| Summit Asset Management, LLC | 9.49% | Add +0.7% | 1,960,336 | $54.8M |
| Gerber Kawasaki Wealth & Investment Management | 2.42% | Add +0.9% | 1,926,141 | $53.9M |
| Pathstone Holdings, LLC | 0.23% | Add +102.6% | 1,915,842 | $53.6M |
| Summit Financial Wealth Advisors, LLC | 10.37% | Add +1.5% | 1,868,599 | $52.2M |
| Victory Financial Group, LLC | 9.83% | Add +5.0% | 1,838,792 | $51.2M |
| D.A. Davidson & Co. | 0.41% | Reduce -47.6% | 1,827,847 | $51.1M |
| Ameritas Advisory Services, LLC | 2.00% | Reduce -17.7% | 1,788,065 | $49.6M |
| Private Advisor Group, LLC | 0.30% | Add +5.6% | 1,763,568 | $49.3M |
| ESL Trust Services, LLC | 11.11% | Reduce -0.0% | 1,760,616 | $49.2M |
| True Link Financial Advisors, LLC | 3.66% | Add +11.9% | 1,754,522 | $49.1M |
| Spinnaker Investment Group, LLC | 10.98% | Add +6.4% | 1,737,381 | $48.6M |
| Scott Capital Advisors, LLC | 14.43% | Add +2.6% | 1,729,624 | $48.4M |
| Equitable Holdings, Inc. | 0.46% | Add +16.7% | 1,729,280 | $48.4M |
| Main Street Financial Solutions, LLC | 4.16% | Add +4.9% | 1,713,584 | $47.9M |
| Whelan Financial | 18.35% | Add +0.1% | 1,687,353 | $47.2M |
| Sarver Vrooman Wealth Advisors | 30.58% | — | 1,643,805 | $46.0M |
| Adamsbrown Wealth Consultants LLC | 14.11% | Add +4.8% | 1,607,111 | $44.9M |
| Bokf, NA | 0.79% | Add +8.1% | 1,606,063 | $44.9M |
| Waverly Advisors, LLC | 0.54% | Add +7.8% | 1,594,056 | $44.6M |
| Securian Asset Management, Inc. | 1.34% | No change | 1,581,000 | $44.2M |
| Reliant Wealth Planning | 20.16% | Reduce -0.3% | 1,580,323 | $44.2M |
| Burkett Financial Services, LLC | 18.00% | Add +2.5% | 1,580,169 | $44.2M |
| Pinnacle Associates Ltd. | 0.64% | Reduce -26.6% | 1,568,374 | $43.9M |
| Allied Investment Advisors, LLC | 8.12% | Add +5.3% | 1,531,316 | $42.8M |
| HB Wealth Management, LLC | 0.36% | Add +6.0% | 1,524,103 | $42.6M |
| Golden Reserve Retirement LLC | 16.77% | — | 1,508,128 | $42.2M |
| Blair William & Co. | 0.13% | Add +6.3% | 1,507,157 | $42.1M |
| Northwest Quadrant Wealth Management, LLC | 9.83% | Add +26.0% | 1,497,709 | $41.9M |
| Focus Partners Wealth | 0.10% | Add +2.0% | 1,486,458 | $41.6M |
| Mercer Global Advisors Inc. | 0.10% | Add +3.4% | 1,486,016 | $41.5M |
| Mfa Wealth Advisors, LLC | 10.27% | Add +0.4% | 1,483,443 | $41.5M |
| CENTRAL TRUST Co | 1.02% | Reduce -5.9% | 1,479,868 | $41.4M |
| Wealthcare Advisory Partners LLC | 1.10% | Add +4.1% | 1,468,080 | $41.0M |
| Focus Partners Advisor Solutions, LLC | 0.62% | Reduce -0.1% | 1,458,345 | $40.8M |
| Evergreen Advisors, LLC | 11.18% | Reduce -0.3% | 1,440,267 | $40.3M |
| Richardson Capital Management LLC | 25.04% | Add +2.8% | 1,435,948 | $40.1M |
| Walker Financial Services, Inc. | 20.64% | Add +7.7% | 1,408,378 | $39.4M |
| Presidio Capital Management, LLC | 16.29% | Add +32.7% | 1,396,412 | $39.0M |
| Atria Wealth Solutions, Inc. | 0.46% | Reduce -0.2% | 1,362,043 | $38.1M |
| Apexium Financial, LP | 2.26% | Add +3.4% | 1,356,970 | $37.9M |
"% 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.