Schwab US DVD Equity ETFSCHDETF
13F holders, Q1 2026 (March 31)2,062holders +112
203new positions
83sold out
7famous investors
$30.31avg. 13F price*
At the end of Q1 2026, 2,062 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 112 from Q4 2025. 203 opened new positions and 83 sold out. The largest holders were Rakuten Investment Management, Inc. ($2.3B), Sumitomo Life Insurance Co. ($1.4B) and Bank of America Corp. ($946.9M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 203 | $232.0M |
| Exits | 83 | $94.9M |
All 13F filers, Q4 2025 → Q1 2026: 94,834,985 shares bought and 73,363,904 shares sold, net +21,471,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,062 holders
| Rakuten Investment Management, Inc. | 4.58% | Add +100.0% | 83,184,068 | $2.3B |
| Sumitomo Life Insurance Co. | 32.62% | Add +46.4% | 45,450,000 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -34.3% | 30,862,254 | $946.9M |
| LPL Financial LLC | 0.25% | Reduce -4.0% | 30,861,601 | $946.8M |
| Morgan Stanley | 0.05% | Add +1.9% | 26,336,113 | $808.0M |
| Cetera Investment Advisers | 0.79% | Reduce -30.1% | 24,184,523 | $742.0M |
| Envestnet Asset Management Inc. | 0.14% | Add +6.8% | 17,312,076 | $531.1M |
| Raymond James Financial Inc. | 0.16% | Add +10.7% | 17,180,084 | $527.1M |
| UBS Group AG | 0.08% | Add +3.5% | 14,633,771 | $449.0M |
| Northwestern Mutual Wealth Management Co. | 0.26% | Reduce -2.3% | 13,734,714 | $421.4M |
| Wealthspire Advisors, LLC | 3.21% | Reduce -1.7% | 13,311,446 | $408.4M |
| Wealthfront Advisers LLC | 0.86% | Reduce -0.6% | 12,807,842 | $392.9M |
| Cassaday & Co Wealth Management LLC | 6.25% | Add +3.5% | 9,569,026 | $293.6M |
| Osaic Holdings, Inc. | 0.43% | Add +3.9% | 9,553,728 | $293.1M |
| Commonwealth Equity Services, LLC | 0.40% | Reduce -5.6% | 9,444,472 | $289.8M |
| Wells Fargo & Company | 0.06% | Reduce -8.9% | 9,298,733 | $285.3M |
| Royal Bank of Canada | 0.05% | Add +8.3% | 8,655,941 | $265.6M |
| Ameriprise Financial Inc. | 0.06% | Reduce -8.2% | 7,892,894 | $242.2M |
| Mariner, LLC | 0.27% | Add +10.3% | 7,606,319 | $233.4M |
| Keystone Financial Planning, Inc. | 55.43% | Add +12.0% | 6,763,707 | $207.5M |
| Cambridge Investment Research Advisors, Inc. | 0.52% | Add +2.7% | 6,543,313 | $200.7M |
| Cibc World Market Inc. | 0.33% | Reduce -12.3% | 6,157,767 | $188.9M |
| Avantax Planning Partners, Inc. | 4.64% | Reduce -45.5% | 5,507,557 | $169.0M |
| MML Investors Services, LLC | 0.46% | Reduce -14.8% | 5,368,583 | $164.7M |
| HHM Wealth Advisors, LLC | 18.25% | Add +2.8% | 5,156,506 | $158.2M |
| HighTower Advisors, LLC | 0.17% | Reduce -5.1% | 5,134,661 | $157.5M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -35.3% | 4,979,785 | $150.9M |
| Creative Planning | 0.09% | Add +2.5% | 4,398,038 | $134.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.5% | 4,312,275 | $131.4M |
| Cwm, LLC | 0.33% | Reduce -26.4% | 4,054,445 | $124.4M |
| Keybank National Association | 0.43% | Add +7.9% | 3,836,791 | $117.7M |
| Jones Financial Companies LLLP | 0.06% | Add +22.5% | 3,854,996 | $117.4M |
| Kestra Advisory Services, LLC | 0.41% | Add +3.7% | 3,523,127 | $108.1M |
| Truist Financial Corp. | 0.13% | Reduce -17.9% | 3,179,295 | $97.5M |
| Berger Financial Group, Inc | 5.15% | Reduce -5.0% | 2,995,109 | $91.9M |
| Cresset Asset Management, LLC | 0.37% | Add +7.2% | 2,810,190 | $86.2M |
| Fifth Third Bancorp | 0.15% | Add +7.5% | 2,740,918 | $84.1M |
| Valmark Advisers, Inc. | 0.97% | Add +1.4% | 2,665,661 | $81.8M |
| Asset Advisors Investment Management, LLC | 7.37% | Reduce -0.6% | 2,518,563 | $77.3M |
| Cerity Partners LLC | 0.11% | Reduce -53.9% | 2,502,403 | $76.8M |
| Bouchey Financial Group, Ltd. | 5.35% | Reduce -7.1% | 2,356,664 | $72.9M |
| Stifel Financial Corp. | 0.07% | Add +2.5% | 2,305,438 | $70.7M |
| MAI Capital Management | 0.40% | Add +2.6% | 2,304,855 | $70.7M |
| Mercer Global Advisors Inc. | 0.10% | Add +28.4% | 2,297,170 | $70.5M |
| Golden Reserve Retirement LLC | 14.48% | Reduce -4.7% | 2,287,654 | $70.2M |
| Charles Schwab Trust Bank | 100.00% | Reduce -17.4% | 2,064,792 | $63.3M |
| Summit Asset Management, LLC | 8.79% | Add +1.2% | 2,060,404 | $63.2M |
| Baird Financial Group, Inc. | 0.10% | Reduce -4.5% | 2,019,352 | $62.0M |
| Focus Financial Network, Inc. | 2.18% | Reduce -9.2% | 1,983,174 | $60.8M |
| D.A. Davidson & Co. | 0.36% | Reduce -12.3% | 1,957,156 | $60.0M |
| Howard Financial Services, LTD. | 6.72% | Reduce -0.5% | 1,945,292 | $59.7M |
| Harbour Investments, Inc. | 0.91% | Add +19.4% | 1,925,473 | $59.1M |
| Summit Financial Wealth Advisors, LLC | 8.36% | Reduce -3.0% | 1,921,721 | $59.0M |
| CVA Family Office, LLC | 6.18% | Reduce -4.2% | 1,911,610 | $58.6M |
| United Capital Financial Advisors, LLC | 0.36% | Add +3.0% | 1,912,047 | $58.6M |
| MCF Advisors LLC | 2.47% | Add +486.9% | 1,838,647 | $56.4M |
| Paradiem, LLC | 12.39% | New | 1,833,707 | $56.3M |
| Allied Investment Advisors, LLC | 7.99% | Add +1.8% | 1,816,625 | $55.7M |
| Bokf, NA | 0.85% | Add +3.1% | 1,810,667 | $55.6M |
| Stephens Inc. | 0.69% | Add +5.8% | 1,807,762 | $55.5M |
| Whelan Financial | 16.91% | Reduce -0.2% | 1,775,462 | $54.5M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +14.5% | 1,761,460 | $54.0M |
| Waverly Advisors, LLC | 0.40% | Add +4.3% | 1,746,418 | $53.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.69% | Reduce -8.4% | 1,729,734 | $53.1M |
| Main Street Financial Solutions, LLC | 3.87% | Add +2.1% | 1,725,673 | $52.9M |
| Burkett Financial Services, LLC | 18.11% | Reduce -0.2% | 1,722,959 | $52.9M |
| Scott Capital Advisors, LLC | 10.71% | Reduce -2.0% | 1,729,169 | $52.8M |
| Spinnaker Investment Group, LLC | 10.72% | Reduce -8.0% | 1,715,499 | $52.6M |
| Captrust Financial Advisors | 0.09% | Add +3.2% | 1,668,997 | $51.2M |
| Choreo, LLC | 0.63% | Add +20.4% | 1,660,526 | $51.0M |
| Sarver Vrooman Wealth Advisors | 31.26% | Add +0.1% | 1,654,095 | $50.7M |
| HB Wealth Management, LLC | 0.33% | Add +4.0% | 1,643,156 | $50.4M |
| Northwest Quadrant Wealth Management, LLC | 10.48% | Add +1.8% | 1,642,886 | $50.4M |
| Focus Partners Wealth | 0.06% | Add +4.7% | 1,641,871 | $50.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Add +92.7% | 1,631,844 | $50.1M |
| CGC Financial Services, LLC | 14.33% | Reduce -0.5% | 1,616,296 | $49.6M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +2.6% | 1,601,572 | $49.1M |
| Cullen/Frost Bankers, Inc. | 0.55% | Reduce -14.1% | 1,587,128 | $48.7M |
| Leelyn Smith, LLC | 6.83% | Add +2.8% | 1,586,958 | $48.7M |
| Securian Asset Management, Inc. | 1.92% | No change | 1,581,000 | $48.5M |
| Evergreen Advisors, LLC | 11.18% | Add +2.2% | 1,551,080 | $47.6M |
| Merit Financial Group, LLC | 0.35% | Reduce -2.1% | 1,535,104 | $47.1M |
| Keudell/Morrison Wealth Management | 9.60% | Reduce -4.1% | 1,530,634 | $47.0M |
| Victory Financial Group, LLC | 5.76% | Reduce -10.1% | 1,526,950 | $46.8M |
| Noble Family Wealth, LLC | 9.53% | Add +5.4% | 1,505,055 | $46.2M |
| Allworth Financial LP | 0.19% | Reduce -45.4% | 1,495,297 | $45.9M |
| Pinnacle Associates Ltd. | 0.58% | Add +1.0% | 1,469,689 | $45.1M |
| Cedar Wealth Management, LLC | 12.84% | Reduce -0.5% | 1,437,761 | $44.1M |
| Private Advisor Group, LLC | 0.21% | Reduce -6.7% | 1,430,798 | $43.9M |
| Janney Montgomery Scott LLC | 0.11% | Add +7.1% | 1,406,718 | $43.2M |
| American Financial Advisors, LLC | 5.63% | Reduce -2.6% | 1,375,154 | $42.2M |
| Curran Financial Partners, LLC | 7.53% | Add +5.7% | 1,371,246 | $42.1M |
| LVW Advisors, LLC | 4.03% | Reduce -39.5% | 1,348,255 | $41.4M |
| Farther Finance Advisors, LLC | 0.39% | Add +29.6% | 1,343,731 | $41.0M |
| Aptus Capital Advisors, LLC | 0.34% | Reduce -2.7% | 1,319,700 | $40.5M |
| ForthRight Wealth Management, LLC | 11.23% | Add +2.2% | 1,290,143 | $39.6M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -6.2% | 1,265,863 | $38.9M |
| Focus Partners Advisor Solutions, LLC | 0.38% | Reduce -5.6% | 1,234,545 | $37.9M |
| CRA Financial Services, LLC | 4.73% | Add +1.1% | 1,188,417 | $36.5M |
| First Command Advisory Services, Inc. | 0.24% | Add +1.8% | 1,179,564 | $36.2M |
"% 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.