Schwab US DVD Equity ETFSCHDETF
13F holders, Q3 2025 (September 30)1,807holders +2
107new positions
87sold out
8famous investors
$27.32avg. 13F price*
At the end of Q3 2025, 1,807 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 2 from Q2 2025. 107 opened new positions and 87 sold out. The largest holders were Rakuten Investment Management, Inc. ($1.1B), LPL Financial LLC ($990.8M) and Cetera Investment Advisers ($955.9M). 8 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $1.0B |
| Exits | 87 | $127.3M |
All 13F filers, Q2 2025 → Q3 2025: 85,506,968 shares bought and 74,571,808 shares sold, net +10,935,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,807 holders
| Rakuten Investment Management, Inc. | 4.01% | — | 41,592,034 | $1.1B |
| LPL Financial LLC | 0.29% | Reduce -7.5% | 36,293,348 | $990.8M |
| Cetera Investment Advisers | 1.11% | Add +392.9% | 35,015,919 | $955.9M |
| Sumitomo Life Insurance Co. | 26.32% | New | 31,050,000 | $847.7M |
| Wealthspire Advisors, LLC | 4.04% | Reduce -2.4% | 28,281,342 | $772.1M |
| Morgan Stanley | 0.04% | Reduce -3.5% | 27,225,753 | $743.3M |
| Bank of America Corp. | 0.05% | Reduce -7.7% | 26,352,037 | $719.4M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -6.2% | 18,025,557 | $492.1M |
| Raymond James Financial Inc. | 0.14% | Reduce -6.3% | 16,422,407 | $448.3M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Reduce -9.2% | 15,552,135 | $424.6M |
| UBS Group AG | 0.08% | Reduce -7.3% | 14,522,660 | $396.5M |
| Wealthfront Advisers LLC | 0.84% | Reduce -2.1% | 13,168,861 | $359.5M |
| Osaic Holdings, Inc. | 0.46% | Add +5.3% | 11,857,875 | $327.1M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -0.7% | 11,921,137 | $325.4M |
| Wealth Enhancement Advisory Services, LLC | 0.48% | Reduce -4.1% | 11,576,470 | $315.8M |
| Avantax Planning Partners, Inc. | 7.62% | Add +3.0% | 9,739,675 | $265.9M |
| Wells Fargo & Company | 0.05% | Reduce -4.8% | 9,650,646 | $263.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -37.1% | 9,298,376 | $254.1M |
| Royal Bank of Canada | 0.04% | Reduce -15.4% | 7,691,018 | $210.0M |
| Mariner, LLC | 0.26% | Reduce -7.4% | 7,253,548 | $198.0M |
| Cambridge Investment Research Advisors, Inc. | 0.52% | Add +0.6% | 6,890,806 | $188.1M |
| Cerity Partners LLC | 0.29% | Add +18.0% | 6,599,938 | $180.2M |
| Keystone Financial Planning, Inc. | 48.80% | Reduce -3.0% | 6,150,754 | $167.9M |
| Cassaday & Co Wealth Management LLC | 3.82% | Add +2.5% | 6,073,520 | $165.8M |
| MML Investors Services, LLC | 0.43% | Reduce -1.8% | 5,952,247 | $162.5M |
| HighTower Advisors, LLC | 0.18% | Add +0.6% | 5,684,538 | $155.2M |
| Cwm, LLC | 0.44% | Reduce -3.9% | 5,393,495 | $147.2M |
| Cibc World Market Inc. | 0.30% | Add +243.5% | 5,328,615 | $145.5M |
| HHM Wealth Advisors, LLC | 16.07% | Reduce -2.0% | 5,087,213 | $138.9M |
| JPMorgan Chase & Co. | 0.01% | Add +2.1% | 4,616,851 | $126.0M |
| Creative Planning | 0.09% | Add +0.6% | 4,401,895 | $120.2M |
| Baird Financial Group, Inc. | 0.17% | Reduce -17.0% | 3,845,298 | $105.0M |
| Truist Financial Corp. | 0.14% | Add +1.9% | 3,835,212 | $104.7M |
| Keybank National Association | 0.35% | Reduce -3.7% | 3,668,759 | $100.2M |
| Kestra Advisory Services, LLC | 0.43% | Add +28.8% | 3,446,198 | $94.1M |
| Focus Financial Network, Inc. | 3.11% | Reduce -1.0% | 3,198,048 | $87.3M |
| Bouchey Financial Group, Ltd. | 6.51% | Add +1.6% | 3,095,874 | $84.5M |
| Berger Financial Group, Inc | 5.00% | Add +1.1% | 3,057,211 | $83.5M |
| Cullen/Frost Bankers, Inc. | 0.95% | Reduce -25.2% | 2,982,998 | $81.4M |
| Jones Financial Companies LLLP | 0.05% | Add +13.5% | 2,882,560 | $78.4M |
| Valmark Advisers, Inc. | 0.99% | Add +2.6% | 2,798,648 | $76.4M |
| Fifth Third Bancorp | 0.24% | Reduce -7.6% | 2,761,027 | $75.4M |
| Asset Advisors Investment Management, LLC | 6.83% | Reduce -2.9% | 2,642,822 | $72.1M |
| Cresset Asset Management, LLC | 0.30% | Add +2.7% | 2,470,967 | $67.5M |
| LVW Advisors, LLC | 6.67% | Reduce -29.0% | 2,358,936 | $64.4M |
| Allworth Financial LP | 0.27% | Add +4.1% | 2,271,849 | $62.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Reduce -28.7% | 2,227,461 | $60.8M |
| Stifel Financial Corp. | 0.06% | Reduce -1.0% | 2,221,462 | $60.6M |
| MAI Capital Management | 0.37% | Add +0.7% | 2,192,181 | $59.8M |
| D.A. Davidson & Co. | 0.38% | Add +3.5% | 2,187,550 | $59.7M |
| CVA Family Office, LLC | 7.62% | Reduce -6.3% | 2,168,356 | $59.2M |
| Steward Partners Investment Advisory, LLC | 0.32% | Reduce -0.6% | 2,035,681 | $55.6M |
| Summit Financial Wealth Advisors, LLC | 8.58% | Add +0.5% | 2,011,405 | $55.4M |
| Charles Schwab Trust Bank | 100.00% | Reduce -43.6% | 2,017,759 | $55.1M |
| Howard Financial Services, LTD. | 6.65% | Reduce -2.1% | 1,990,249 | $54.3M |
| Summit Asset Management, LLC | 8.31% | Add +0.3% | 1,979,039 | $54.0M |
| Golden Reserve Retirement LLC | 13.91% | Add +17.6% | 1,963,280 | $53.6M |
| Victory Financial Group, LLC | 7.27% | Add +6.5% | 1,934,809 | $52.8M |
| Harbour Investments, Inc. | 1.19% | Add +0.7% | 1,916,926 | $52.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.78% | Reduce -0.6% | 1,903,678 | $52.0M |
| Main Street Financial Solutions, LLC | 3.30% | Add +3.2% | 1,884,735 | $51.5M |
| Scott Capital Advisors, LLC | 11.59% | Add +3.6% | 1,883,413 | $51.2M |
| Spinnaker Investment Group, LLC | 9.46% | Add +14.1% | 1,843,388 | $50.3M |
| Private Advisor Group, LLC | 0.25% | Add +0.1% | 1,832,143 | $50.0M |
| Whelan Financial | 15.30% | Add +1.7% | 1,768,247 | $48.3M |
| Bokf, NA | 0.71% | Add +0.9% | 1,729,288 | $47.2M |
| Allied Investment Advisors, LLC | 7.42% | Add +4.6% | 1,708,261 | $46.6M |
| Captrust Financial Advisors | 0.09% | Reduce -9.1% | 1,699,384 | $46.4M |
| Burkett Financial Services, LLC | 15.70% | Add +1.8% | 1,668,685 | $45.6M |
| Beacon Pointe Advisors, LLC | 0.39% | Add +21.8% | 1,668,220 | $45.5M |
| Waverly Advisors, LLC | 0.45% | Add +5.4% | 1,667,785 | $45.5M |
| Reliant Wealth Planning | 14.73% | Add +0.9% | 1,664,663 | $45.4M |
| ESL Trust Services, LLC | 8.83% | Reduce -8.8% | 1,648,581 | $45.0M |
| Sarver Vrooman Wealth Advisors | 28.84% | Reduce -0.2% | 1,643,783 | $44.9M |
| CGC Financial Services, LLC | 12.01% | Reduce -29.3% | 1,594,721 | $43.5M |
| Northwest Quadrant Wealth Management, LLC | 9.18% | Add +4.3% | 1,591,311 | $43.4M |
| Securian Asset Management, Inc. | 1.14% | No change | 1,581,000 | $43.2M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -3.9% | 1,572,349 | $42.9M |
| Wealthcare Advisory Partners LLC | 0.89% | Add +5.7% | 1,563,992 | $42.7M |
| Equitable Holdings, Inc. | 0.31% | Reduce -18.8% | 1,543,250 | $42.1M |
| Focus Partners Wealth | 0.07% | Add +0.7% | 1,523,181 | $41.6M |
| Apexium Financial, LP | 2.02% | Add +4.3% | 1,520,165 | $41.5M |
| HB Wealth Management, LLC | 0.28% | Add +4.0% | 1,497,161 | $40.9M |
| Pinnacle Associates Ltd. | 0.53% | Reduce -3.4% | 1,475,986 | $40.3M |
| Leelyn Smith, LLC | 6.04% | Add +3.2% | 1,468,832 | $40.1M |
| Cedar Wealth Management, LLC | 12.09% | Add +12.5% | 1,445,656 | $39.5M |
| American Financial Advisors, LLC | 4.91% | Add +28.8% | 1,396,957 | $38.1M |
| Aptus Capital Advisors, LLC | 0.34% | Reduce -41.1% | 1,380,271 | $37.7M |
| Noble Family Wealth, LLC | 8.24% | Add +6.2% | 1,369,190 | $37.4M |
| Planning Directions Inc. | 19.40% | Add +4.2% | 1,361,756 | $37.2M |
| Choreo, LLC | 0.48% | Add +2.4% | 1,360,107 | $37.2M |
| Stephens Inc. | 0.46% | Add +0.5% | 1,325,110 | $36.2M |
| Focus Partners Advisor Solutions, LLC | 0.41% | Add +3.8% | 1,329,461 | $36.2M |
| ForthRight Wealth Management, LLC | 9.99% | Add +4.4% | 1,258,987 | $34.4M |
| Lodestar Private Asset Management LLC | 3.50% | Add +4.6% | 1,228,111 | $33.5M |
| CRA Financial Services, LLC | 4.52% | Add +0.9% | 1,209,473 | $33.0M |
| Blair William & Co. | 0.09% | Reduce -18.5% | 1,208,861 | $33.0M |
| Vaughan David Investments LLC | 0.71% | Add +0.3% | 1,205,070 | $32.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +5.5% | 1,203,188 | $32.8M |
| Curran Financial Partners, LLC | 6.47% | Add +10.5% | 1,197,392 | $32.7M |
"% 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.