SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +4.9% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +5 | 369.49M | $11.73B | +7 | −3 |
| Q1 2026 | 80 | +5 | 394.19M | $11.79B | +7 | −2 |
| Q4 2025 | 75 | -4 | 386.40M | $10.59B | — | −4 |
| Q3 2025 | 15 | +6 | 40.19M | $1.10B | +6 | — |
| Q2 2025 | 6 | -2 | 881.04K | $23.35M | — | −2 |
| Q1 2025 | 5 | +1 | 1.53M | $42.64M | +2 | −1 |
| Q4 2024 | 4 | -2 | 255.36K | $6.98M | — | −2 |
| Q3 2024 | 6 | +1 | 1.29M | $109.29M | +2 | −1 |
| Q2 2024 | 5 | — | 197.95K | $15.39M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 27.23M | — | $743.26M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 2 | JPMorgan Chase ✦ | 9.23M | — | $252.08M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 3 | Goldman Sachs Group ✦ | 957.64K | — | $26.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Marshall Wace ✦ | 655.78K | New | $17.90M | 0.0% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 474.70K | +4.5% | $12.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Citadel Advisors ✦ | 465.01K | New | $12.69M | 0.0% | New | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 340.33K | +77.0% | $9.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 260.47K | New | $7.11M | 0.0% | New | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 254.36K | +279.2% | $6.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 123.70K | +74.0% | $3.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passive) | 63.95K | +4.1% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 41.94K | New | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 40.11K | +15.2% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Gotham Asset Management ✦ | 38.39K | New | $1.05M | 0.0% | New | 1 | SEC ↗ |
| 15 | Millennium Management ✦ | 11.91K | New | $325,225 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $17.90M | 0.0% |
| Citadel Advisors | $12.69M | 0.0% |
| Renaissance Technologies | $7.11M | 0.0% |
| Two Sigma Investments | $1.14M | 0.0% |
| Gotham Asset Management | $1.05M | 0.0% |
| Millennium Management | $325,225 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,027 holders, 813.58M shares, $24.12B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.