SCHDSchwab U.S. Dividend Equity ETF
USD
$35.04
Who owns SCHD
1,989 institutions reported holding SCHD for 2026Q1, more than the 1,894 a quarter earlier.
1,989
Institutions reporting a position · as of 2026Q1 · up from 1,894 the quarter before
- Shares held by institutions
- 815.6M
Shares held by institutions · long US equity positions only, as reported on Form 13F
- Reported value
- $24.7B
Reported value · at 2026-03-31 prices, not today's
- Opened vs closed
- 215 / 126
Opened vs closed · new positions against positions exited in the latest quarter
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 215
- Positions exited
- 126
- Added to
- 740
- Reduced
- 670
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 1,989 | 815.6M | $24.7B |
| 2025Q4 | 1,894 | 799.0M | $21.9B |
| 2025Q3 | 1,773 | 811.2M | $22.2B |
| 2025Q2 | 1,770 | 791.3M | $21.0B |
| 2025Q1 | 1,782 | 867.9M | $24.2B |
| 2024Q4 | 1,777 | 832.2M | $22.8B |
| 2024Q3 | 1,608 | 266.1M | $22.0B |
| 2024Q2 | 1,532 | 264.7M | $22.0B |
| 2024Q1 | 1,542 | 263.9M | $21.2B |
| 2023Q4 | 1,505 | 267.9M | $20.4B |
| 2023Q3 | 1,362 | 271.7M | $19.2B |
| 2023Q2 | 1,361 | 257.1M | $18.8B |
| 2023Q1 | 1,330 | 253.4M | $18.5B |
| 2022Q4 | 1,307 | 245.2M | $21.2B |
| 2022Q3 | 1,148 | 208.8M | $13.9B |
| 2022Q2 | 1,170 | 188.2M | $13.5B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Rakuten Investment Management, Inc. | 83.2M | n/a | $2.25B |
| SUMITOMO LIFE INSURANCE CO | 45.5M | n/a | $1.39B |
| BANK OF AMERICA CORP /DE/ | 30.9M | n/a | $947M |
| LPL Financial LLC | 30.9M | n/a | $947M |
| MORGAN STANLEY | 26.3M | n/a | $808M |
| Cetera Investment Advisers | 24.2M | n/a | $742M |
| ENVESTNET ASSET MANAGEMENT INC | 17.3M | n/a | $531M |
| RAYMOND JAMES FINANCIAL INC | 17.2M | n/a | $527M |
| UBS Group AG | 14.6M | n/a | $449M |
| NORTHWESTERN MUTUAL LIFE INSURANCE CO | 13.7M | n/a | $421M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…