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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,751 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 823 increasing their positions, 623 reducing their positions, and 114 closing their positions.

Holders
1,751
Holders Change
-34
Holders Change %
-1.9%
% of All Funds
23.52%
Holding in Top 10
239
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-15.25%
% of All Funds
3.21%
New
126
Increased
823
Reduced
623
Closed
114
Calls
$73.7M
Puts
$46.7M
Net Calls
+$27M
Net Calls Change
-$47.7M

Top Buyers

1
RWM
1
RMG Wealth Management
Wisconsin
$133M
2
DP
2
DDD Partners
Washington
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$41.1M
5
PAS
5
Park Avenue Securities
New York
$22.8M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$0
2
OWM
2
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
3
Bank of America
North Carolina
$757M
4
Raymond James Financial
4
Raymond James Financial
Florida
$464M
5
Ameriprise
5
Ameriprise
Minnesota
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.04B 39,215,993 +430,511 +1%
WANY
2
Wealthspire Advisors (New York)
New York
$768M 28,982,800 -572,036 -2%
Bank of America
3
Bank of America
North Carolina
$757M 28,560,608 -3,682,812 -11%
AAS
4
Avantax Advisory Services
Texas
$754M 28,436,927 +796,001 +3%
Morgan Stanley
5
Morgan Stanley
New York
$748M 28,227,260 -1,134,063 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$509M 19,215,884 +1,083,206 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$464M 17,528,202 -3,671,429 -17%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$454M 17,126,918 -636,708 -4%
UBS Group
9
UBS Group
Switzerland
$415M 15,668,364 +183,170 +1%
Ameriprise
10
Ameriprise
Minnesota
$392M 14,787,940 -2,751,935 -16%
Wealthfront Advisers
11
Wealthfront Advisers
California
$357M 13,453,546 -471,036 -3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$330M 12,067,607 +412,988 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$318M 12,003,126 -1,493,290 -11%
Wells Fargo
14
Wells Fargo
California
$269M 10,139,634 +179,402 +2%
APP
15
Avantax Planning Partners
Iowa
$251M 9,459,398 -175,375 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$246M 9,080,729 -966,876 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$241M 9,093,676 -71,198 -0.8%
Mariner
18
Mariner
Kansas
$208M 7,836,326 -399,333 -5%
CAM
19
Cresset Asset Management
Illinois
$189M 7,146,923 -435,359 -6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$188M 7,104,121 +285,560 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$182M 6,852,538 +84,206 +1%
KFP
22
Keystone Financial Planning
Ohio
$168M 6,342,618 +854,298 +16%
MML Investors Services
23
MML Investors Services
Massachusetts
$161M 6,058,642 +185,649 +3%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$157M 5,922,555 +5,252 +0.1%
HighTower Advisors
25
HighTower Advisors
Illinois
$150M 5,651,066 -17,946 -0.3%
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