SCHD
ETF

Schwab U.S. Dividend Equity ETF

US DIVIDEND EQ As of Jun 30, 2026 CUSIP 808524797
Institutional Holders
2,191
Total Held Value
$26.36B
Total Exact Shares
825.54M
Largest Holder
Sumitomo Life Insurance
59.57M shares • $1.89B
Reported Holders2,191
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Sumitomo Life Insurance $1.89B 30.9% +31.1% 59.57M Jun 30, 2026
2 Rakuten Investment Management $1.51B 4.3% -43.3% 47.14M Jun 30, 2026
3 Bank of America $1.14B 0.1% +16.5% 35.96M Jun 30, 2026
4 LPL Financial $1.06B 0.2% +8.5% 33.50M Jun 30, 2026
5 Morgan Stanley $884.2M <0.1% +5.9% 27.88M Jun 30, 2026
6 Cetera Investment Advisers $808.2M 0.7% +5.4% 25.49M Jun 30, 2026
7 Raymond James Financial $572.9M 0.2% +5.2% 18.07M Jun 30, 2026
8 Envestnet Asset Management $560.2M 0.1% +2.1% 17.67M Jun 30, 2026
9 UBS Group $452.6M 0.1% -2.5% 14.27M Jun 30, 2026
10 Wealthspire Advisors $430.4M 2.4% +2.0% 13.57M Jun 30, 2026
11 Northwestern Mutual Wealth Management $424.9M 0.2% -2.4% 13.40M Jun 30, 2026
12 Wealthfront Advisers $400.2M 0.8% -1.5% 12.62M Jun 30, 2026
13 Royal Bank of Canada $349.1M 0.1% +27.2% 11.01M Jun 30, 2026
14 Osaic Holdings $344.7M 0.4% +13.8% 10.87M Jun 30, 2026
15 Cassaday & Co. Wealth Management
Filing dated Sep 30, 2026
 $333.1M 5.9% +3.3% 10.24M Sep 30, 2026
16 Wells Fargo $323.1M 0.1% +9.6% 10.19M Jun 30, 2026
17 Commonwealth Equity Services $304.6M 0.4% +1.7% 9.61M Jun 30, 2026
18 Ameriprise Financial $259.7M 0.1% +3.7% 8.19M Jun 30, 2026
19 Mariner $221.1M 0.2% -8.3% 6.97M Jun 30, 2026
20 MML Investors Services $214.0M 0.4% +25.7% 6.75M Jun 30, 2026
Exited in Latest Filing72
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.