Schwab US DVD Equity ETFSCHDETF
13F holders, Q4 2025 (December 31)1,950holders +143
107new positions
100sold out
5famous investors
$27.44avg. 13F price*
At the end of Q4 2025, 1,950 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 143 from Q3 2025. 107 opened new positions and 100 sold out. The largest holders were Bank of America Corp. ($1.3B), Rakuten Investment Management, Inc. ($1.1B) and Cetera Investment Advisers ($949.2M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $149.9M |
| Exits | 100 | $201.7M |
All 13F filers, Q3 2025 → Q4 2025: 54,084,630 shares bought and 75,444,066 shares sold, net −21,359,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,950 holders
| Bank of America Corp. | 0.09% | Add +78.2% | 46,945,144 | $1.3B |
| Rakuten Investment Management, Inc. | 3.80% | No change | 41,592,034 | $1.1B |
| Cetera Investment Advisers | 1.04% | Reduce -1.2% | 34,606,028 | $949.2M |
| LPL Financial LLC | 0.24% | Reduce -11.4% | 32,153,434 | $882.0M |
| Sumitomo Life Insurance Co. | 23.32% | No change | 31,050,000 | $851.7M |
| Morgan Stanley | 0.04% | Reduce -5.0% | 25,858,157 | $709.3M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -10.1% | 16,212,689 | $444.7M |
| Raymond James Financial Inc. | 0.13% | Reduce -5.5% | 15,517,045 | $425.6M |
| UBS Group AG | 0.08% | Reduce -2.6% | 14,143,327 | $388.0M |
| Northwestern Mutual Wealth Management Co. | 0.24% | Reduce -9.7% | 14,050,361 | $385.4M |
| Wealthspire Advisors, LLC | 2.95% | Reduce -52.1% | 13,535,721 | $371.3M |
| Wealthfront Advisers LLC | 0.79% | Reduce -2.1% | 12,887,457 | $353.5M |
| Wells Fargo & Company | 0.05% | Add +5.7% | 10,203,553 | $279.9M |
| Avantax Planning Partners, Inc. | 7.75% | Add +3.8% | 10,106,223 | $277.2M |
| Commonwealth Equity Services, LLC | 0.37% | Reduce -16.0% | 10,008,633 | $274.5M |
| Cassaday & Co Wealth Management LLC | 5.34% | Add +52.2% | 9,244,248 | $253.6M |
| Osaic Holdings, Inc. | 0.37% | Reduce -22.4% | 9,198,155 | $252.3M |
| Ameriprise Financial Inc. | 0.05% | Reduce -7.5% | 8,596,926 | $235.9M |
| Royal Bank of Canada | 0.04% | Add +4.0% | 7,995,065 | $219.3M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -33.5% | 7,692,427 | $216.1M |
| Cibc World Market Inc. | 0.34% | Add +31.8% | 7,022,759 | $192.6M |
| Mariner, LLC | 0.23% | Reduce -4.9% | 6,899,443 | $189.3M |
| Cambridge Investment Research Advisors, Inc. | 0.46% | Reduce -7.6% | 6,369,444 | $174.7M |
| MML Investors Services, LLC | 0.42% | Add +5.8% | 6,298,234 | $172.8M |
| Keystone Financial Planning, Inc. | 48.03% | Reduce -1.8% | 6,037,750 | $165.6M |
| Cwm, LLC | 0.41% | Add +2.1% | 5,505,058 | $151.0M |
| Cerity Partners LLC | 0.22% | Reduce -17.7% | 5,432,741 | $149.0M |
| HighTower Advisors, LLC | 0.16% | Reduce -4.8% | 5,411,808 | $148.4M |
| JPMorgan Chase & Co. | 0.01% | Add +14.6% | 5,292,537 | $145.2M |
| HHM Wealth Advisors, LLC | 16.24% | Reduce -1.4% | 5,018,281 | $137.7M |
| Creative Planning | 0.08% | Reduce -2.5% | 4,291,559 | $117.7M |
| Truist Financial Corp. | 0.14% | Add +0.9% | 3,871,578 | $106.2M |
| Keybank National Association | 0.35% | Reduce -3.1% | 3,556,662 | $97.6M |
| Kestra Advisory Services, LLC | 0.38% | Reduce -1.4% | 3,396,225 | $93.2M |
| Berger Financial Group, Inc | 5.02% | Add +3.1% | 3,152,856 | $86.5M |
| Jones Financial Companies LLLP | 0.05% | Add +9.2% | 3,147,428 | $86.3M |
| Allworth Financial LP | 0.31% | Add +20.5% | 2,737,782 | $75.1M |
| Valmark Advisers, Inc. | 0.89% | Reduce -6.1% | 2,627,467 | $72.1M |
| Cresset Asset Management, LLC | 0.31% | Add +6.1% | 2,622,610 | $71.9M |
| Fifth Third Bancorp | 0.22% | Reduce -7.6% | 2,550,170 | $70.0M |
| Bouchey Financial Group, Ltd. | 5.22% | Reduce -18.1% | 2,536,062 | $69.6M |
| Asset Advisors Investment Management, LLC | 6.42% | Reduce -4.1% | 2,534,491 | $69.5M |
| Charles Schwab Trust Bank | 100.00% | Add +23.8% | 2,498,231 | $68.5M |
| Golden Reserve Retirement LLC | 12.15% | Add +22.2% | 2,399,550 | $65.8M |
| Stifel Financial Corp. | 0.06% | Add +1.2% | 2,248,802 | $61.7M |
| MAI Capital Management | 0.36% | Add +2.5% | 2,246,369 | $61.6M |
| D.A. Davidson & Co. | 0.38% | Add +2.0% | 2,232,059 | $61.2M |
| LVW Advisors, LLC | 6.20% | Reduce -5.5% | 2,228,967 | $61.1M |
| Focus Financial Network, Inc. | 2.09% | Reduce -31.7% | 2,183,630 | $59.9M |
| Baird Financial Group, Inc. | 0.09% | Reduce -45.0% | 2,115,357 | $58.0M |
| Summit Asset Management, LLC | 7.90% | Add +2.9% | 2,036,541 | $55.9M |
| CVA Family Office, LLC | 6.29% | Reduce -8.0% | 1,995,005 | $54.7M |
| Summit Financial Wealth Advisors, LLC | 7.78% | Reduce -1.5% | 1,981,994 | $54.4M |
| Howard Financial Services, LTD. | 6.27% | Reduce -1.7% | 1,955,537 | $53.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.81% | Reduce -0.8% | 1,888,374 | $51.8M |
| Spinnaker Investment Group, LLC | 9.28% | Add +1.2% | 1,865,265 | $51.2M |
| United Capital Financial Advisors, LLC | 0.31% | Add +505.1% | 1,855,788 | $50.9M |
| Cullen/Frost Bankers, Inc. | 0.56% | Reduce -38.1% | 1,847,216 | $50.7M |
| Mercer Global Advisors Inc. | 0.08% | Add +13.8% | 1,789,062 | $50.3M |
| Allied Investment Advisors, LLC | 7.56% | Add +4.4% | 1,783,865 | $48.9M |
| Whelan Financial | 15.25% | Add +0.7% | 1,779,778 | $48.8M |
| Scott Capital Advisors, LLC | 10.72% | Reduce -6.3% | 1,764,850 | $48.4M |
| Bokf, NA | 0.74% | Add +1.6% | 1,756,113 | $48.2M |
| Burkett Financial Services, LLC | 16.16% | Add +3.4% | 1,725,899 | $47.3M |
| Stephens Inc. | 0.58% | Add +28.9% | 1,708,508 | $46.9M |
| Victory Financial Group, LLC | 5.86% | Reduce -12.2% | 1,699,154 | $46.6M |
| Main Street Financial Solutions, LLC | 3.47% | Reduce -10.3% | 1,689,595 | $46.3M |
| Waverly Advisors, LLC | 0.37% | Add +0.4% | 1,674,883 | $45.9M |
| Sarver Vrooman Wealth Advisors | 28.82% | Add +0.6% | 1,652,982 | $45.3M |
| CGC Financial Services, LLC | 11.93% | Add +1.9% | 1,624,923 | $44.6M |
| Captrust Financial Advisors | 0.08% | Reduce -4.9% | 1,616,859 | $44.4M |
| Northwest Quadrant Wealth Management, LLC | 9.16% | Add +1.4% | 1,614,185 | $44.3M |
| Harbour Investments, Inc. | 0.90% | Reduce -15.8% | 1,613,032 | $44.2M |
| Keudell/Morrison Wealth Management | 9.20% | — | 1,595,818 | $43.8M |
| Securian Asset Management, Inc. | 1.64% | No change | 1,581,000 | $43.4M |
| HB Wealth Management, LLC | 0.28% | Add +5.5% | 1,579,368 | $43.3M |
| D. E. Shaw & Co. | 0.04% | Add +520.8% | 1,579,109 | $43.3M |
| Merit Financial Group, LLC | 0.35% | Add +88.8% | 1,568,399 | $43.0M |
| Focus Partners Wealth | 0.05% | Add +3.0% | 1,568,181 | $43.0M |
| Steward Partners Investment Advisory, LLC | 0.23% | Reduce -23.3% | 1,561,148 | $42.8M |
| Leelyn Smith, LLC | 6.12% | Add +5.1% | 1,543,239 | $42.3M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -7.8% | 1,538,900 | $42.2M |
| Private Advisor Group, LLC | 0.20% | Reduce -16.3% | 1,533,988 | $42.1M |
| Evergreen Advisors, LLC | 10.15% | — | 1,517,678 | $41.6M |
| Pinnacle Associates Ltd. | 0.51% | Reduce -1.4% | 1,455,061 | $39.9M |
| Cedar Wealth Management, LLC | 11.86% | Reduce -0.0% | 1,445,198 | $39.6M |
| Noble Family Wealth, LLC | 8.26% | Add +4.3% | 1,427,691 | $39.2M |
| American Financial Advisors, LLC | 5.00% | Add +1.1% | 1,412,038 | $38.7M |
| Choreo, LLC | 0.49% | Add +1.4% | 1,379,427 | $38.1M |
| Thrivent Financial for Lutherans | 0.07% | Add +48.8% | 1,349,031 | $37.4M |
| Aptus Capital Advisors, LLC | 0.32% | Reduce -1.7% | 1,356,938 | $37.2M |
| Planning Directions Inc. | 18.59% | Reduce -1.3% | 1,344,660 | $36.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +9.2% | 1,313,568 | $36.0M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Reduce -1.6% | 1,307,883 | $35.9M |
| Curran Financial Partners, LLC | 6.76% | Add +8.3% | 1,297,379 | $35.6M |
| ForthRight Wealth Management, LLC | 9.95% | Add +0.3% | 1,262,314 | $34.6M |
| Vaughan David Investments LLC | 0.72% | Add +0.4% | 1,210,219 | $33.2M |
| Lido Advisors, LLC | 0.13% | Add +1.4% | 1,200,142 | $32.8M |
| CRA Financial Services, LLC | 4.22% | Reduce -2.8% | 1,175,074 | $32.2M |
| First Command Advisory Services, Inc. | 0.22% | Add +4.6% | 1,158,286 | $31.8M |
"% 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.