1937 tracked 13F filers disclose a position in SCHD as of the latest SEC 13F filings, a combined $22.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SUMITOMO LIFE INSURANCE CO | $1.4B | 45.5M | ▲+46% Added · +14.4M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $946.9M | 30.9M | ▼−34% Reduced · −16.1M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $946.8M | 30.9M | ▼−4.0% Reduced · −1.3M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $808.0M | 26.3M | ▲+1.8% Added · +478K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $742.0M | 24.2M | ▼−30% Reduced · −10.4M sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $531.1M | 17.3M | ▲+6.8% Added · +1.1M sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $527.1M | 17.2M | ▲+11% Added · +1.7M sh | Q1 2026 | |
| 8 | UBS Group AG | $449.0M | 14.6M | ▲+3.5% Added · +490K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $421.4M | 13.7M | ▼−2.2% Reduced · −316K sh | Q1 2026 | |
| 10 | Wealthspire Advisors, LLC | $408.4M | 13.3M | ▼−1.6% Reduced · −224K sh | Q1 2026 | |
| 11 | Wealthfront Advisers LLC | $400.2M | 12.6M | ▼−1.5% Reduced · −189K sh | Q2 2026 | |
| 12 | Cassaday & Co Wealth Management LLC | $314.5M | 9.9M | ▲+3.6% Added · +348K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $293.1M | 9.6M | ▲+3.9% Added · +356K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $289.8M | 9.4M | ▼−5.6% Reduced · −564K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $285.3M | 9.3M | ▼−8.9% Reduced · −905K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $265.6M | 8.7M | ▲+8.3% Added · +661K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $242.2M | 7.9M | ▼−8.2% Reduced · −704K sh | Q1 2026 | |
| 18 | Mariner, LLC | $233.4M | 7.6M | ▲+10% Added · +707K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $214.0M | 6.8M | ▲+26% Added · +1.4M sh | Q2 2026 | |
| 20 | Keystone Financial Planning, Inc. | $198.2M | 6.3M | ▼−7.6% Reduced · −513K sh | Q2 2026 | |
| 21 | CIBC WORLD MARKET INC. | $188.9M | 6.2M | ▼−12% Reduced · −865K sh | Q1 2026 | |
| 22 | Avantax Planning Partners, Inc. | $171.0M | 5.4M | ▼−2.1% Reduced · −114K sh | Q2 2026 | |
| 23 | HHM Wealth Advisors, LLC | $168.5M | 5.3M | ▲+3.0% Added · +156K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | $157.5M | 5.1M | ▼−5.1% Reduced · −277K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $154.8M | 4.8M | ▼−3.5% Reduced · −172K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in SCHD and 28 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 1213 funds | $138.0B |
| MICROSOFT CORPMSFT | 1209 funds | $111.7B |
| AMAZON.COM INCAMZN | 1191 funds | $81.8B |
| NVIDIA CORPNVDA | 1185 funds | $150.3B |
| ALPHABET INC-CL AGOOGL | 1160 funds | $78.6B |
| JPMORGAN CHASE & COJPM | 1120 funds | $40.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1118 funds | $22.8B |
| ALPHABET INC-CL CGOOG | 1116 funds | $47.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 1110 funds | $35.3B |
| META PLATFORMS INC-CLASS AMETA | 1070 funds | $40.7B |
| VANGUARD S&P 500 ETFVOO | 1064 funds | $35.1B |
| JOHNSON & JOHNSONJNJ | 1064 funds | $25.1B |
Ranked by how many of SCHD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SCHD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SCHD/capital-change-brief"
Use Arkolith's capital_change_brief for SCHD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SCHD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.