Schwab US DVD Equity ETFSCHDETF
13F holders, Q2 2025 (June 30)1,805holders −6
102new positions
112sold out
4famous investors
$26.55avg. 13F price*
At the end of Q2 2025, 1,805 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, down 6 from Q1 2025. 102 opened new positions and 112 sold out. The largest holders were LPL Financial LLC ($1.0B), Wealthspire Advisors, LLC ($768.0M) and Bank of America Corp. ($756.9M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $183.4M |
| Exits | 112 | $687.4M |
All 13F filers, Q1 2025 → Q2 2025: 35,492,787 shares bought and 83,390,391 shares sold, net −47,897,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,805 holders
| LPL Financial LLC | 0.35% | Add +1.1% | 39,215,993 | $1.0B |
| Wealthspire Advisors, LLC | 4.32% | Reduce -1.9% | 28,982,800 | $768.0M |
| Bank of America Corp. | 0.06% | Reduce -11.4% | 28,560,608 | $756.9M |
| Avantax Advisory Services, Inc. | 4.14% | Add +2.9% | 28,436,927 | $753.6M |
| Morgan Stanley | 0.05% | Reduce -3.9% | 28,227,260 | $748.0M |
| Envestnet Asset Management Inc. | 0.15% | Add +6.0% | 19,215,884 | $509.2M |
| Raymond James Financial Inc. | 0.16% | Reduce -17.3% | 17,528,202 | $464.5M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Reduce -3.6% | 17,126,918 | $453.9M |
| UBS Group AG | 0.09% | Add +1.2% | 15,668,364 | $415.2M |
| Ameriprise Financial Inc. | 0.10% | Reduce -15.7% | 14,787,940 | $391.8M |
| Wealthfront Advisers LLC | 0.92% | Reduce -3.4% | 13,453,546 | $356.5M |
| Wealth Enhancement Advisory Services, LLC | 0.55% | Add +3.5% | 12,067,607 | $330.0M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -11.1% | 12,003,126 | $318.1M |
| Osaic Holdings, Inc. | 0.53% | Add +12.1% | 11,264,610 | $298.7M |
| Wells Fargo & Company | 0.06% | Add +1.8% | 10,139,634 | $268.7M |
| Avantax Planning Partners, Inc. | 7.95% | Reduce -1.8% | 9,459,398 | $250.7M |
| Royal Bank of Canada | 0.05% | Reduce -0.8% | 9,093,676 | $241.0M |
| Mariner, LLC | 0.30% | Reduce -4.8% | 7,836,326 | $207.7M |
| Cetera Investment Advisers | 0.32% | Add +4.2% | 7,104,121 | $188.3M |
| Cambridge Investment Research Advisors, Inc. | 0.55% | Add +1.2% | 6,852,538 | $181.6M |
| Keystone Financial Planning, Inc. | 50.81% | Add +15.6% | 6,342,618 | $168.1M |
| MML Investors Services, LLC | 0.46% | Add +3.2% | 6,058,642 | $160.6M |
| Cassaday & Co Wealth Management LLC | 3.93% | Add +0.1% | 5,922,555 | $156.9M |
| HighTower Advisors, LLC | 0.19% | Reduce -0.3% | 5,651,066 | $149.8M |
| Cwm, LLC | 0.52% | Reduce -0.6% | 5,614,863 | $148.8M |
| Cerity Partners LLC | 0.26% | Reduce -0.5% | 5,594,469 | $148.3M |
| HHM Wealth Advisors, LLC | 16.35% | Add +4.3% | 5,189,527 | $137.5M |
| RMG Wealth Management LLC | 20.40% | — | 4,904,608 | $132.6M |
| Baird Financial Group, Inc. | 0.22% | Add +5.5% | 4,630,952 | $122.7M |
| Diversified Enterprises, LLC | 9.02% | Add +8.5% | 4,560,879 | $120.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.8% | 4,520,994 | $119.8M |
| Creative Planning | 0.10% | Reduce -2.4% | 4,376,728 | $116.0M |
| Cullen/Frost Bankers, Inc. | 1.32% | Reduce -2.5% | 3,987,951 | $105.7M |
| Keybank National Association | 0.38% | Add +0.2% | 3,808,299 | $100.9M |
| Truist Financial Corp. | 0.15% | Add +5.3% | 3,761,756 | $99.7M |
| Charles Schwab Trust Bank | 100.00% | Add +24.0% | 3,580,367 | $94.9M |
| LVW Advisors, LLC | 9.86% | Reduce -6.1% | 3,323,058 | $88.1M |
| Focus Financial Network, Inc. | 3.38% | Reduce -0.9% | 3,231,634 | $85.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | Add +15.8% | 3,122,121 | $82.7M |
| Bouchey Financial Group, Ltd. | 6.71% | Add +1.8% | 3,046,323 | $80.7M |
| Berger Financial Group, Inc | 5.20% | Add +3.4% | 3,025,413 | $80.2M |
| Fifth Third Bancorp | 0.27% | Reduce -4.5% | 2,988,956 | $79.2M |
| IMA Advisory Services, Inc. | 8.26% | Add +1.0% | 2,908,929 | $77.1M |
| Valmark Advisers, Inc. | 1.01% | Add +0.2% | 2,727,891 | $72.3M |
| Asset Advisors Investment Management, LLC | 7.13% | Reduce -1.7% | 2,722,385 | $72.1M |
| Kestra Advisory Services, LLC | 0.35% | Reduce -18.2% | 2,675,988 | $70.9M |
| Jones Financial Companies LLLP | 0.05% | Add +21.9% | 2,539,554 | $67.0M |
| Cresset Asset Management, LLC | 0.32% | Reduce -68.3% | 2,405,858 | $63.8M |
| Aptus Capital Advisors, LLC | 0.61% | Reduce -0.0% | 2,345,429 | $62.2M |
| CVA Family Office, LLC | 8.62% | Reduce -5.3% | 2,315,151 | $61.4M |
| CGC Financial Services, LLC | 20.18% | Add +0.1% | 2,255,238 | $59.8M |
| Stifel Financial Corp. | 0.06% | Add +1.6% | 2,243,102 | $59.4M |
| Allworth Financial LP | 0.28% | Add +1.9% | 2,181,806 | $57.8M |
| MAI Capital Management | 0.40% | Add +1.6% | 2,177,360 | $57.7M |
| D.A. Davidson & Co. | 0.39% | Add +15.6% | 2,112,887 | $56.0M |
| Steward Partners Investment Advisory, LLC | 0.42% | Reduce -1.3% | 2,047,805 | $54.3M |
| Howard Financial Services, LTD. | 7.08% | Reduce -2.0% | 2,032,073 | $53.8M |
| Summit Financial Wealth Advisors, LLC | 9.52% | Add +7.1% | 2,001,881 | $53.0M |
| Summit Asset Management, LLC | 8.52% | Add +0.7% | 1,973,901 | $52.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.96% | Reduce -0.6% | 1,915,554 | $50.8M |
| Harbour Investments, Inc. | 1.28% | Reduce -20.6% | 1,903,535 | $50.4M |
| Equitable Holdings, Inc. | 0.42% | Add +10.0% | 1,901,560 | $50.4M |
| Scott Capital Advisors, LLC | 13.44% | Add +5.1% | 1,817,992 | $49.6M |
| Captrust Financial Advisors | 0.11% | Add +50.2% | 1,869,995 | $49.6M |
| Private Advisor Group, LLC | 0.26% | Add +3.8% | 1,830,412 | $48.5M |
| Main Street Financial Solutions, LLC | 3.51% | Add +6.5% | 1,825,823 | $48.4M |
| Victory Financial Group, LLC | 7.64% | Reduce -1.2% | 1,816,341 | $48.1M |
| ESL Trust Services, LLC | 9.79% | Add +2.7% | 1,808,322 | $47.9M |
| Whelan Financial | 16.67% | Add +3.1% | 1,739,213 | $46.1M |
| Bokf, NA | 0.74% | Add +6.7% | 1,713,040 | $45.4M |
| Golden Reserve Retirement LLC | 14.19% | Add +10.7% | 1,669,463 | $44.2M |
| Reliant Wealth Planning | 17.07% | Add +4.4% | 1,650,384 | $43.7M |
| Sarver Vrooman Wealth Advisors | 29.00% | Add +0.2% | 1,646,711 | $43.6M |
| Burkett Financial Services, LLC | 15.64% | Add +3.8% | 1,639,370 | $43.4M |
| Mercer Global Advisors Inc. | 0.10% | Add +10.2% | 1,636,892 | $43.4M |
| Allied Investment Advisors, LLC | 7.56% | Add +6.6% | 1,632,590 | $43.3M |
| Richardson Capital Management LLC | 22.55% | Add +13.0% | 1,622,840 | $43.0M |
| Spinnaker Investment Group, LLC | 10.06% | Reduce -7.0% | 1,615,970 | $42.8M |
| Waverly Advisors, LLC | 0.46% | Reduce -0.7% | 1,582,325 | $41.9M |
| Securian Asset Management, Inc. | 1.19% | No change | 1,581,000 | $41.9M |
| Cibc World Market Inc. | 0.09% | Add +135.2% | 1,551,276 | $41.1M |
| Pinnacle Associates Ltd. | 0.59% | Reduce -2.6% | 1,527,743 | $40.5M |
| Northwest Quadrant Wealth Management, LLC | 9.01% | Add +1.8% | 1,525,168 | $40.4M |
| Walker Financial Services, Inc. | 18.34% | Add +8.1% | 1,522,859 | $40.4M |
| Focus Partners Wealth | 0.09% | Add +1.7% | 1,511,923 | $40.1M |
| Blair William & Co. | 0.11% | Reduce -1.6% | 1,483,361 | $39.3M |
| Wealthcare Advisory Partners LLC | 0.89% | Add +0.8% | 1,479,211 | $39.2M |
| Apexium Financial, LP | 2.05% | Add +7.4% | 1,457,109 | $38.6M |
| Evergreen Advisors, LLC | 10.14% | Add +0.3% | 1,444,389 | $38.3M |
| HB Wealth Management, LLC | 0.31% | Reduce -5.5% | 1,439,980 | $38.2M |
| Leelyn Smith, LLC | 6.19% | Add +5.1% | 1,423,540 | $37.7M |
| Sunburst Financial Group, LLC | 8.21% | Add +3.2% | 1,383,074 | $36.7M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +4.7% | 1,369,767 | $36.3M |
| Choreo, LLC | 0.49% | Add +24.1% | 1,328,370 | $35.2M |
| Stephens Inc. | 0.48% | Add +33.2% | 1,318,633 | $34.9M |
| Wealthspire Retirement, LLC | 2.31% | Reduce -1.1% | 1,317,410 | $34.9M |
| Planning Directions Inc. | 19.50% | Add +2.1% | 1,307,298 | $34.6M |
| Noble Family Wealth, LLC | 8.35% | Add +1.5% | 1,288,865 | $34.2M |
| Cedar Wealth Management, LLC | 11.54% | Add +1.5% | 1,285,407 | $34.1M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Reduce -12.2% | 1,280,742 | $33.9M |
"% 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.