Who owns SCHD?
Schwab U.S. Dividend Equity ETF · Schwab
2,136 institutions reported holding SCHD, worth $26.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sumitomo Life Insurance Co | Tokyo, Japan | $1.9B | 59,569,934 | +14,119,934 shares |
| Rakuten Investment Management, Inc. | Tokyo, Japan | $1.5B | 47,138,834 | −36,045,234 shares |
| Bank of America Corp. | Charlotte, NC | $1.1B | 35,964,374 | +5,102,120 shares |
| LPL Financial LLC | Fort Mill, SC | $1.1B | 33,495,236 | +2,633,635 shares |
| Morgan Stanley | New York, NY | $884.2M | 27,882,415 | +1,546,302 shares |
| Cetera Investment Advisers | Schaumburg, IL | $808.2M | 25,487,103 | +1,302,580 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $572.9M | 18,067,002 | +886,918 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $560.2M | 17,667,059 | +354,983 shares |
| UBS Group AG | Zurich, Switzerland | $452.6M | 14,272,113 | −361,658 shares |
| Wealthspire Advisors, LLC | New York, NY | $430.4M | 13,574,503 | +263,057 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCHD?
2,136 institutional managers reported holding SCHD in Form 13F filings for June 30, 2026, worth $26.4B in total. The largest reported position was held by Sumitomo Life Insurance Co, at $1.9B.
Did institutions buy or sell SCHD last quarter?
Reported 13F value rose 7.5% from March 31, 2026, which includes price moves as well as buying and selling. 220 firms reported a new position and 76 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.