13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
SCHD

SCHWAB US DVD EQUITY ETF

2,180 institutions still hold SCHWAB US DVD EQUITY ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524797·Exchange Traded Fund·2,180 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.1%
vs prior quarter
13F value held
$12.5B
68.0% inst. owned
of float
Holders
2,180
+114 QoQ
filers reporting
Activity
+13 / −6
+949 added · −907 reduced
this quarter
Concentration
18.06%
Rakuten Investment Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

2,180 institutions reported SCHD in Q1 2026. Rakuten Investment Management, Inc. leads at 18.1% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Rakuten Investment Management, Inc.
CIK 0002062680
$2.3B83.2M4.58%Q1 202602
SUMITOMO LIFE INSURANCE CO
CIK 0000937760
$1.4B45.5M32.77%Q1 202603
LPL Financial LLC
CIK 0001403438
$947M30.9M0.25%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$947M30.9M0.07%Q1 202605
MORGAN STANLEY
CIK 0000895421
$808M26.3M0.05%Q1 202606
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$754M28.4M4.14%Q2 202507
Cetera Investment Advisers
CIK 0001666741
$742M24.2M0.79%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$531M17.3M0.14%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$527M17.2M0.16%Q1 202610
UBS Group AG
CIK 0001610520
$449M14.6M0.07%Q1 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$421M13.7M0.26%Q1 202612
Wealthspire Advisors, LLC
CIK 0001646247
$408M13.3M3.21%Q1 202613
Wealthfront Advisers LLC
CIK 0001763921
$393M12.8M0.86%Q1 202614
Cassaday & Co Wealth Management LLC
CIK 0001963612
$294M9.6M6.25%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$293M9.6M0.43%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$290M9.4M0.40%Q1 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$285M9.3M0.05%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$266M8.7M0.05%Q1 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$242M7.9M0.06%Q1 202620
Mariner, LLC
CIK 0001373442
$233M7.6M0.27%Q1 2026
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