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Who Owns Schwab US Dividend Equity ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab US Dividend Equity ETF.
Who crossed 5% of SCHD →Managers holding
116
as of 2026-09-30
Reported value
$684.9M
summed across filings
Shares held
21M
Added vs trimmed
64 / 32
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Keystone Financial Planning, Inc.US DIVIDEND EQ6.3M shadded | $204.3M |
| Farther Finance Advisors, LLCETF1.7M shadded | $54.3M |
| Whitaker-Myers Wealth Managers, LTD.US DIVIDEND EQ1.1M shadded | $36.5M |
| MJT & Associates Financial Advisory Group, Inc.ETF796.9K shadded | $25.9M |
| Venture Visionary Partners LLCUS DIVIDEND EQ673.3K shadded | $21.9M |
| Graves Light Lenhart Wealth, Inc.US DIVIDEND EQ656.4K shtrimmed | $21.4M |
| WALLER FINANCIAL PLANNING GROUP, INCUS DIVIDEND EQ635.9K shtrimmed | $20.7M |
| Friday FinancialUS DIVIDEND EQ470.3K shadded | $15.4M |
| Sunburst Financial Group, LLCUS DIVIDEND EQ423K shtrimmed | $13.8M |
| Kure Advisory, LLCUS DIVIDEND EQ352.1K shadded | $11.5M |
| McAlister, Sweet & Associates, Inc.US DIVIDEND EQ343.2K shadded | $11.2M |
| JUNCTURE WEALTH STRATEGIES, LLCUS DIVIDEND EQ322.9K shtrimmed | $10.5M |
| YHB Investment Advisors, Inc.US DIVIDEND EQ320.3K shtrimmed | $10.4M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.US DIVIDEND EQ313.4K shtrimmed | $10.2M |
| Investors Research CorpUS DIVIDEND EQ302.6K shadded | $9.8M |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS DIVIDEND EQ282.1K shtrimmed | $9.2M |
| Davis Capital ManagementETF265.4K shadded | $8.6M |
| Matrix Trust CoUS DIVIDEND EQ254.8K shtrimmed | $8.3M |
| Dickmeyer Boyce Financial Management, Inc.US DIVIDEND EQ241.4K shadded | $7.9M |
| Wedmont Private CapitalUS DIVIDEND EQ233.8K shadded | $7.7M |
| Dorato Capital ManagementUS DIVIDEND EQ234.5K shadded | $7.7M |
| Adams Asset Advisors, LLCUS DIVIDEND EQ229.8K shadded | $7.5M |
| ALKEME WEALTH, LLCUS DIVIDEND EQ224.7K shadded | $7.3M |
| Dominguez Wealth Management Solutions, Inc.US DIVIDEND EQ209.2K shadded | $6.8M |
| Avidian Wealth Enterprises, LLCUS DIVIDEND EQ191.5K shadded | $6.2M |
| Legacy Private Trust Co.US DIVIDEND EQ189K shheld | $6.1M |
| TITLEIST ASSET MANAGEMENT, LLCUS DIVIDEND EQ167.2K shtrimmed | $5.4M |
| First Heartland Consultants, Inc.US DIVIDEND EQ159.9K shadded | $5.2M |
| TrueWealth Advisors, LLCUS DIVIDEND EQ158.8K shtrimmed | $5.2M |
| CapWealth Advisors, LLCETF142.2K shtrimmed | $4.6M |
| ELEVATION WEALTH PARTNERS, LLCUS DIVIDEND EQ140.4K shadded | $4.6M |
| RVW Wealth, LLCUS DIVIDEND EQ134.3K shtrimmed | $4.4M |
| Olistico Wealth, LLCETF124.8K shadded | $4.1M |
| Decker Wealth Management LLCUS DIVIDEND EQ123.8K shtrimmed | $4M |
| Sound Income Strategies, LLCUS DIVIDEND EQ115.9K shadded | $3.8M |
| COLLECTIVE FAMILY OFFICE LLCUS DIVIDEND EQ113.7K shadded | $3.7M |
| CoreCap Advisors, LLCETF100.2K shadded | $3.3M |
| Freestate Advisors LLCUS DIVIDEND EQ98.6K shtrimmed | $3.2M |
| Everhart Financial Group, Inc.US DIVIDEND EQ92K shadded | $3M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund88.2K shtrimmed | $2.9M |
| Cambridge Financial Group, LLCUS DIVIDEND EQ90.2K shheld | $2.9M |
| Valeo Financial Advisors, LLCETF81.8K shadded | $2.7M |
| Great Waters Wealth ManagementUS DIVIDEND EQ78.8K shadded | $2.6M |
| Balefire, LLCUS DIVIDEND EQ76.7K shadded | $2.5M |
| Bangor Savings BankUS DIVIDEND EQ76.2K shtrimmed | $2.5M |
| Factor Wealth Management LTDUS DIVIDEND EQ74.3K shtrimmed | $2.4M |
| EASTERN BANKUS DIVIDEND EQ73.3K shheld | $2.4M |
| Weaver Consulting GroupUS DIVIDEND EQ70.5K shtrimmed | $2.3M |
| Trust CoETF70K shadded | $2.3M |
| Capital Advisors Wealth Management, LLCUS DIVIDEND EQ68.5K shadded | $2.2M |
| Gradient Investments LLCUS DIVIDEND EQ68.1K shadded | $2.2M |
| MFG WEALTH MANAGEMENT, INC.US DIVIDEND EQ61.4K shtrimmed | $2M |
| Galvin, Gaustad & Stein, LLCUS DIVIDEND EQ52.2K shadded | $1.7M |
| Apella Capital, LLCUS DIVIDEND EQ51.7K shadded | $1.7M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCUS DIVIDEND EQ47K shtrimmed | $1.5M |
| GILPIN WEALTH MANAGEMENT, LLCUS DIVIDEND EQ46.1K shadded | $1.5M |
| Attessa Capital LLCUS DIVIDEND EQ43.3K shtrimmed | $1.4M |
| Worth Asset Management, LLCETF35.3K shadded | $1.1M |
| Bank of New HampshireUS DIVIDEND EQ35.2K shadded | $1.1M |
| FIRST COMMUNITY TRUST NAUS DIVIDEND EQ32.7K shadded | $1.1M |
| Financial Designs CorpUS DIVIDEND EQ31.3K shtrimmed | $1M |
| BAKER TILLY WEALTH MANAGEMENT, LLCUS DIVIDEND EQ30.3K shadded | $986.6K |
| Successful Portfolios LLCUS DIVIDEND EQ29.9K shtrimmed | $979K |
| Buska Wealth Management, LLCUS DIVIDEND EQ29.2K shtrimmed | $950.2K |
| Cooper Financial GroupUS DIVIDEND EQ28.8K shadded | $937.9K |
| Wealth Enhancement Trust Services, Inc.US DIVIDEND EQ27.4K shadded | $891.5K |
| MFA WEALTH ADVISORS, LLCUS DIVIDEND EQ27.1K shtrimmed | $881.5K |
| Gerald Baker Financial Group LLCUS DIVIDEND EQ25.8K shadded | $838.9K |
| Breakwater Capital GroupUS DIVIDEND EQ24.9K shtrimmed | $809.6K |
| Hardin Capital Partners, LLCUS DIVIDEND EQ24.7K shadded | $805K |
| CHAPIN DAVIS, INC.US DIVIDEND EQ24.6K shadded | $799.7K |
| Vann Equity Management LLCUS DIVIDEND EQ24.1K sh— | $783.8K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCUS DIVIDEND EQ23.8K shadded | $773.2K |
| Rosenberg Matthew HamiltonETF22.4K shadded | $729.6K |
| Dale Q Rice Investment Management LtdUS DIVIDEND EQ22.3K shtrimmed | $725.9K |
| Councilor Wealth, LLCUS DIVIDEND EQ21.3K shtrimmed | $692.7K |
| Martin Capital Partners, LLCUS DIVIDEND EQ20.9K shadded | $681K |
| Veracity Capital LLCUS DIVIDEND EQ19.4K shadded | $631.4K |
| FC Advisory LLCUS DIVIDEND EQ19.2K shadded | $625.7K |
| Mirador Capital Partners LPUS DIVIDEND EQ18.7K shadded | $608.4K |
| ARMSTRONG ADVISORY GROUP, INCUS DIVIDEND EQ17.4K shadded | $566.5K |
| DKM Wealth Management, Inc.US DIVIDEND EQ15.1K shheld | $489.9K |
| Investment Partners Asset Management, Inc.US DIVIDEND EQ14.5K shadded | $470.9K |
| Castle Rock Wealth Management, LLCUS DIVIDEND EQ14K shadded | $458.4K |
| Nautilus Advisors LLCUS DIVIDEND EQ13.9K shadded | $453.1K |
| ZynergyRetirementPlanningLLCUS DIVIDEND EQ13.8K shheld | $448.2K |
| Hamilton Capital, LLCUS DIVIDEND EQ13.7K shadded | $445.7K |
| Acropolis Investment Management, LLCUS DIVIDEND EQ13.5K shtrimmed | $438K |
| Elm3 Financial Group, LLCUS DIVIDEND EQ12.8K shadded | $417.1K |
| WoodTrust Financial CorpOTHER12.6K shadded | $408K |
| Montz Harcus Wealth Management LLCUS DIVIDEND EQ12K shadded | $388.8K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF11.9K shadded | $388.1K |
| SACKS & ASSOCIATES, LLCUS DIVIDEND EQ11.7K shadded | $379.9K |
| GAMMA Investing LLCETF11.4K shheld | $369.7K |
| TOTH FINANCIAL ADVISORY CORPUS DIVIDEND EQ11K shadded | $357.3K |
| RTD Financial Advisors, Inc.US DIVIDEND EQ10.2K sh— | $333K |
| Mallini Complete Financial Planning LLCETF9.2K sh— | $298.8K |
| Capital Planning LLCExchange Traded Fund9.1K shtrimmed | $296.8K |
| ARGUS INVESTORS' COUNSEL, INC.COM9.1K shheld | $295.3K |
| KWMG, LLCUS DIVIDEND EQ8.9K shadded | $290.9K |
| Gallagher Capital Advisors, LLCUS DIVIDEND EQ8.8K shadded | $286.3K |
| Castleview Partners, LLCUS DIVIDEND EQ7.8K sh— | $255.2K |
| BOYUM WEALTH ARCHITECTS LLCUS DIVIDEND EQ7.6K shtrimmed | $249.7K |
| MKD WEALTH COACHES, LLCUS DIVIDEND EQ7.3K shheld | $236.2K |
| Williams & Novak Wealth Management, LLCUS DIVIDEND EQ7.2K sh— | $235K |
| Insight Wealth Strategies, LLCUS DIVIDEND EQ7.1K shheld | $231.5K |
| Tactive Advisors, LLCUS DIVIDEND EQ6.5K shadded | $210.3K |
| FSA Investment Group, LLCUS DIVIDEND EQ6.2K shtrimmed | $201K |
| AMERICAN NATIONAL BANK & TRUSTUS DIVIDEND EQ6K shheld | $195.2K |
| Bullock Wealth Management GroupETF5.7K shadded | $185.6K |
| Byrne Asset Management LLCCOM3.3K shadded | $108.2K |
| GK Wealth Management LLCUS DIVIDEND EQ2.3K sh— | $74.1K |
| Aventus Investment Advisors, Inc.ETF960 shheld | $31.2K |
| TOMPKINS FINANCIAL CORPUS DIVIDEND EQ353 shheld | $11.5K |
| General Partner, Inc.CL120 shheld | $3.9K |
| Central Pacific Bank - Trust DivisionUS DIVIDEND EQ92 shheld | $3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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