Guru Ownership Trend
Guru Analysis for Schwab US Dividend Equity ETF (SCHD)
Schwab US Dividend Equity ETF (SCHD), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $48.1 M.
Top institutional holders include Manning & Napier Group and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $15.19 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Arnold Van Den Berg reduced exposure by 0.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.25% | Add 2.0% | 731,649 | $19.97 M | Q3 2025 | |
| 0.01% | Add 77.0% | 340,331 | $9.29 M | Q3 2025 | |
| 0.01% | New Buy | 260,474 | $7.11 M | Q3 2025 | |
| 0.00% | Add 74.0% | 123,700 | $3.38 M | Q3 2025 | |
| 0.00% | Add 72.9% | 100,498 | $2.74 M | Q3 2025 | |
| 0.00% | New Buy | 38,389 | $1.05 M | Q3 2025 | |
| 0.00% | 22,638 | $618,017 | Q3 2025 | ||
| 0.01% | Reduce -0.3% | 1,899 | $51,843 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Schwab US Dividend Equity ETF (SCHD)
Major holders include Manning & Napier Group ($19.97 M), Cliff Asness ($9.29 M), Renaissance Technologies ($7.11 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.62 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.19 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited SCHD. The total reported sell value was $136.5.
Yes, 2 managers opened new positions in SCHD, and 4 increased their existing holdings. The total reported buy value was $15.19 M.