SCHD Institutional Ownership & Shareholders
SCHWAB US DVD EQUITY ETF (SCHD) is currently held by 2,154 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.82B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sumitomo Life Insurance Co is currently the largest disclosed institutional shareholder of SCHD tracked by InsiderSet, reporting ownership valued at approximately $1.89B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.14B, representing an estimated gain of +13.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% of the total disclosed SCHD value among the investors covered in this analysis. Major shareholders include Sumitomo Life Insurance Co, Rakuten Investment Management, Inc., Bank Of America Corp, and several other long-term asset managers with concentrated positions in SCHWAB US DVD EQUITY ETF (SCHD).
This page ranks the largest institutional SCHD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,154
Total Reported Value
$25.82B
Largest Holder
Sumitomo Life Insurance Co
Largest Position
$1.89B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 30.88% | 59,569,934 | $1,888,962,607 | $2,138,560,631 | +$249,598,024 | +13.21% | |
| Rakuten Investment Management, Inc. | 4.09% | 50,684,634 | $1,664,990,226 | $1,819,578,361 | +$154,588,135 | +9.28% | |
| Bank Of America Corp | 0.07% | 35,964,374 | $1,140,430,289 | $1,291,121,027 | +$150,690,738 | +13.21% | |
| Lpl Financial Llc | 0.24% | 33,495,236 | $1,062,133,880 | $1,202,478,972 | +$140,345,092 | +13.21% | |
| Morgan Stanley | 0.05% | 27,882,415 | $884,151,453 | $1,000,978,699 | +$116,827,246 | +13.21% | |
| Cetera Investment Advisers | 0.74% | 25,487,103 | $808,196,035 | $914,986,998 | +$106,790,963 | +13.21% | |
| Raymond James Financial Inc | 0.16% | 18,067,002 | $572,904,640 | $648,605,372 | +$75,700,732 | +13.21% | |
| Envestnet Asset Management Inc | 0.13% | 17,667,059 | $560,222,437 | $634,247,418 | +$74,024,981 | +13.21% | |
| Ubs Group Ag | 0.07% | 14,272,113 | $452,568,703 | $512,368,857 | +$59,800,154 | +13.21% | |
| Wealthspire Advisors, Llc | 2.37% | 13,574,503 | $430,447,471 | $487,324,658 | +$56,877,187 | +13.21% | |
| Wealthfront Advisers Llc | 0.77% | 12,619,208 | $400,155,086 | $453,029,567 | +$52,874,481 | +13.21% | |
| Royal Bank Of Canada | 0.06% | 11,007,943 | $349,062,000 | $395,185,154 | +$46,123,154 | +13.21% | |
| Osaic Holdings, Inc. | 0.41% | 10,869,562 | $344,702,394 | $390,217,276 | +$45,514,882 | +13.20% | |
| Commonwealth Equity Services, Llc | 0.44% | 10,375,341 | $337,509,849 | $372,474,742 | +$34,964,893 | +10.36% | |
| Cassaday & Co Wealth Management Llc | 5.89% | 10,240,236 | $333,114,879 | $367,624,472 | +$34,509,593 | +10.36% | |
| Wells Fargo & Company/Mn | 0.06% | 10,190,067 | $323,127,025 | $365,823,405 | +$42,696,380 | +13.21% | |
| Ameriprise Financial Inc | 0.05% | 8,187,261 | $259,683,724 | $293,922,670 | +$34,238,946 | +13.18% | |
| Mariner, Llc | 0.23% | 6,973,748 | $221,137,532 | $250,357,553 | +$29,220,021 | +13.21% | |
| Mml Investors Services, Llc | 0.44% | 6,750,017 | $214,043,041 | $242,325,610 | +$28,282,569 | +13.21% | |
| Keystone Financial Planning, Inc. | 50.58% | 6,279,518 | $204,272,709 | $225,434,696 | +$21,161,987 | +10.36% | |
| Cibc World Market Inc. | 0.33% | 6,233,348 | $197,659,465 | $223,777,193 | +$26,117,728 | +13.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.26% | 5,341,071 | $175,939,189 | $191,744,449 | +$15,805,260 | +8.98% | |
| Avantax Planning Partners, Inc. | 4.26% | 5,394,015 | $171,044,205 | $193,645,139 | +$22,600,934 | +13.21% | |
| Hhm Wealth Advisors, Llc | 16.96% | 5,312,613 | $168,462,961 | $190,722,807 | +$22,259,846 | +13.21% | |
| Jones Financial Companies Lllp | 0.06% | 4,932,758 | $158,286,884 | $177,086,012 | +$18,799,128 | +11.88% | |
| Creative Planning | 0.09% | 4,768,264 | $155,111,632 | $171,180,678 | +$16,069,046 | +10.36% | |
| Keybank National Association/Oh | 0.47% | 4,471,583 | $141,793,900 | $160,529,830 | +$18,735,930 | +13.21% | |
| Kestra Advisory Services, Llc | 0.37% | 3,981,474 | $129,517,363 | $142,934,917 | +$13,417,554 | +10.36% | |
| Cwm, Llc | 0.33% | 4,054,445 | $124,390,362 | $145,554,576 | +$21,164,214 | +17.01% | |
| Jpmorgan Chase & Co | 0.01% | 3,890,026 | $124,208,571 | $139,651,933 | +$15,443,362 | +12.43% | |
| Truist Financial Corp | 0.14% | 3,534,017 | $114,961,588 | $126,871,210 | +$11,909,622 | +10.36% | |
| Berger Financial Group, Inc | 5.20% | 3,205,319 | $101,640,670 | $115,070,952 | +$13,430,282 | +13.21% | |
| Cresset Asset Management, Llc | 0.35% | 2,989,722 | $94,804,098 | $107,331,020 | +$12,526,922 | +13.21% | |
| Mercer Global Advisors Inc | 0.11% | 2,835,812 | $89,923,590 | $101,805,651 | +$11,882,061 | +13.21% | |
| Fifth Third Bancorp | 0.14% | 2,764,001 | $87,646,456 | $99,227,636 | +$11,581,180 | +13.21% | |
| Valmark Advisers, Inc. | 0.89% | 2,632,336 | $83,471,376 | $94,500,862 | +$11,029,486 | +13.21% | |
| D.A. Davidson & Co. | 0.43% | 2,459,209 | $79,998,085 | $88,285,603 | +$8,287,518 | +10.36% | |
| Cerity Partners Llc | 0.10% | 2,522,251 | $79,980,592 | $90,548,811 | +$10,568,219 | +13.21% | |
| Golden Reserve Retirement Llc | 11.00% | 2,320,092 | $75,472,588 | $83,291,303 | +$7,818,715 | +10.36% | |
| Stifel Financial Corp | 0.06% | 2,324,517 | $73,710,658 | $83,450,160 | +$9,739,502 | +13.21% | |
| Asset Advisors Investment Management, Llc | 6.39% | 2,249,001 | $73,160,003 | $80,739,136 | +$7,579,133 | +10.36% | |
| Mai Capital Management | 0.28% | 2,289,163 | $72,589,373 | $82,180,952 | +$9,591,579 | +13.21% | |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | 2,200,097 | $71,569,155 | $78,983,482 | +$7,414,327 | +10.36% | |
| Brookstone Capital Management | 0.70% | 2,182,950 | $71,011,360 | $78,367,905 | +$7,356,545 | +10.36% | |
| Baird Financial Group, Inc. | 0.09% | 2,080,899 | $65,985,307 | $74,704,274 | +$8,718,967 | +13.21% | |
| Summit Asset Management, Llc | 8.40% | 2,068,062 | $65,578,239 | $74,243,426 | +$8,665,187 | +13.21% | |
| Harbour Investments, Inc. | 0.88% | 2,054,311 | $65,142,201 | $73,749,765 | +$8,607,564 | +13.21% | |
| Waverly Advisors, Llc | 0.38% | 2,043,019 | $64,784,140 | $73,344,382 | +$8,560,242 | +13.21% | |
| Howard Financial Services, Ltd. | 6.69% | 1,962,559 | $63,842,040 | $70,455,868 | +$6,613,828 | +10.36% | |
| Summit Financial Wealth Advisors, Llc | 7.91% | 1,961,363 | $63,803,124 | $70,412,932 | +$6,609,808 | +10.36% |
Frequently asked questions about SCHD
Who are the largest institutional holders of SCHD?
The largest institutional holders of SCHD reported in the latest SEC Form 13F filings include Sumitomo Life Insurance Co, Rakuten Investment Management, Inc., Bank Of America Corp, Lpl Financial Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported SCHD position.
What is SCHD institutional ownership?
This page tracks SCHD positions reported by institutional investment managers through SEC Form 13F. SCHWAB US DVD EQUITY ETF (SCHD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHD?
InsiderSet currently tracks 2,154 institutional managers reporting SCHD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHD shareholders.
How much SCHD stock do institutions own?
Institutional investment managers disclosed approximately $25.82B in SCHD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHD institutional ownership last updated?
The latest SCHD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHD position after the reporting date.
Are institutions buying or selling SCHD?
Institutional buying and selling can be analyzed by comparing SCHD positions across consecutive 13F reporting periods. InsiderSet's SCHD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHD ownership changes.
How has SCHD institutional ownership changed over time?
InsiderSet tracks SCHD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.