SCHWAB US DVD EQUITY ETF SCHD
$32.39
+1.7% 52w: $25.27 – $32.57
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data25.2728.9232.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.0K
+112 QoQ
13F value
$24.85B
+12.9% QoQ
Smart-money holders
98
signal tier ≥ 2
New smart buyers
12
Q1 2026
Options barometer
1.0×
$109.4M calls / $110.9M puts
Institutional value by quarter
Number of holders
Who owns SCHD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | Wealth advisor | 83.2M | $2.25B | 4.6% | +100.0% |
| SUMITOMO LIFE INSURANCE CO | Wealth advisor | 45.5M | $1.39B | 32.8% | +46.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 30.9M | $946.9M | 0.1% | -34.3% |
| LPL Financial LLC | Bank broker | 30.9M | $946.8M | 0.3% | -4.0% |
| MORGAN STANLEY | Bank broker | 26.3M | $808.0M | 0.0% | +1.8% |
| Cetera Investment Advisers | Wealth advisor | 24.2M | $742.0M | 0.8% | -30.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 17.3M | $531.1M | 0.1% | +6.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 17.2M | $527.1M | 0.2% | +10.7% |
| UBS Group AG | Bank broker | 14.6M | $449.0M | 0.1% | +3.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 13.7M | $421.4M | 0.3% | -2.2% |
| Wealthspire Advisors, LLC | Wealth advisor | 13.3M | $408.4M | 3.2% | -1.7% |
| Wealthfront Advisers LLC | Wealth advisor | 12.8M | $392.9M | 0.9% | -0.6% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 9.6M | $293.6M | 6.3% | +3.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 9.6M | $293.1M | 0.4% | +3.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 9.4M | $289.8M | 0.4% | -5.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 9.3M | $285.3M | 0.1% | -8.9% |
| ROYAL BANK OF CANADA | Bank broker | 8.7M | $265.6M | 0.1% | +8.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.9M | $242.2M | 0.1% | -8.2% |
| Mariner, LLC | Diversified mechanical | 7.6M | $233.4M | 0.3% | +10.2% |
| Keystone Financial Planning, Inc. | Wealth advisor | 6.8M | $207.5M | 55.4% | +12.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 6.5M | $200.7M | 0.5% | +2.7% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 6.2M | $188.9M | 0.3% | -12.3% |
| Avantax Planning Partners, Inc. | Wealth advisor | 5.5M | $169.0M | 4.6% | -45.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 5.4M | $164.7M | 0.5% | -14.8% |
| HHM Wealth Advisors, LLC | Wealth advisor | 5.2M | $158.2M | 18.2% | +2.8% |
| HighTower Advisors, LLC | Diversified mechanical | 5.1M | $157.5M | 0.2% | -5.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 5.0M | $150.9M | 0.3% | -35.3% |
| Creative Planning | Wealth advisor | 4.4M | $134.9M | 0.1% | +2.5% |
| JPMORGAN CHASE & CO | Bank broker | 4.3M | $131.4M | 0.0% | -18.5% |
| CWM, LLC | Wealth advisor | 4.1M | $124.4M | 0.3% | -26.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 3.8M | $117.7M | 0.4% | +7.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.9M | $117.4M | 0.1% | +22.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 3.5M | $108.1M | 0.4% | +3.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 3.2M | $97.5M | 0.1% | -17.9% |
| Berger Financial Group, Inc | Wealth advisor | 3.0M | $91.9M | 5.2% | -5.0% |
| Cresset Asset Management, LLC | Wealth advisor | 2.8M | $86.2M | 0.4% | +7.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.7M | $84.1M | 0.2% | +7.5% |
| Valmark Advisers, Inc. | Wealth advisor | 2.7M | $81.8M | 1.0% | +1.5% |
| Asset Advisors Investment Management, LLC | Other | 2.5M | $77.3M | 7.4% | -0.6% |
| Cerity Partners LLC | Diversified mechanical | 2.5M | $76.8M | 0.1% | -53.9% |
| Bouchey Financial Group Ltd | Wealth advisor | 2.4M | $72.9M | 5.3% | -7.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.3M | $70.7M | 0.1% | +2.5% |
| MAI Capital Management | Wealth advisor | 2.3M | $70.7M | 0.4% | +2.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.3M | $70.5M | 0.1% | +28.4% |
| Golden Reserve Retirement LLC | Wealth advisor | 2.3M | $70.2M | 14.5% | -4.7% |
| Charles Schwab Trust Bank | Wealth advisor | 2.1M | $63.3M | 100.0% | -17.3% |
| Summit Asset Management, LLC | Wealth advisor | 2.1M | $63.2M | 8.8% | +1.2% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.0M | $62.0M | 0.1% | -4.5% |
| Focus Financial Network, Inc. | Wealth advisor | 2.0M | $60.8M | 2.2% | -9.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 2.0M | $60.0M | 0.4% | -12.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.