Schwab Us Dvd Equity Etf (SCHD) Held by Superinvestors
SCHWAB US DVD EQUITY ETF (SCHD) is currently held by 3 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $41.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Eagle Capital Management is currently the largest disclosed institutional shareholder of SCHD tracked by InsiderSet, reporting ownership valued at approximately $29.63M 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 $30.87M, representing an estimated gain of +4.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SCHD value among the investors covered in this analysis. Major shareholders include Eagle Capital Management, Sequoia Financial Advisors, Matrix Advisors Value Fund, 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.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Eagle Capital Management | Ravenel Boykin Curry IV | 10.12% | 934,410 | $29,630,000 | $30,872,906 | +$1,242,906 | +4.19% |
| Sequoia Financial Advisors | 0.06% | 357,685 | $11,342,187 | $11,817,912 | +$475,725 | +4.19% | |
| Matrix Advisors Value Fund | David Katz | 0.02% | 6,533 | $207,173 | $215,850 | +$8,677 | +4.19% |
Frequently asked questions about SCHD
Who are the largest superinvestors holding SCHD?
The largest superinvestors holding SCHD in the latest SEC Form 13F filings include Eagle Capital Management, Sequoia Financial Advisors, and Matrix Advisors Value Fund. InsiderSet ranks these superinvestors by their latest reported SCHD position.
What does the SCHD superinvestors page include?
This page tracks SCHD positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. SCHWAB US DVD EQUITY ETF (SCHD) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold SCHD?
InsiderSet currently tracks 3 superinvestors reporting SCHD holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own SCHD.
How much SCHD stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $41.18M in SCHD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were SCHD superinvestor holdings last updated?
The latest SCHD superinvestor holdings on InsiderSet are 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 holdings.
Are superinvestor SCHD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its SCHD position after the reporting date.
Are superinvestors buying or selling SCHD?
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 have superinvestor SCHD holdings changed over time?
InsiderSet tracks SCHD holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.