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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
23.51%
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 %
MT
226
Midwest Trust
Kansas
$14.4M 542,570 +542,570 New
WIC
227
Whitegate Investment Counselors
New Hampshire
$14.3M 539,422 -921 -0.2%
KWM
228
Kingsview Wealth Management
Oregon
$14.2M 536,291 +44,542 +9%
SC
229
Scotia Capital
Ontario, Canada
$14.2M 534,911 +22,552 +4%
KPWS
230
Kestra Private Wealth Services
Texas
$14.2M 534,302 -52,396 -9%
ES
231
Eagle Strategies
New York
$14.2M 534,217 +21,068 +4%
SIM
232
Synergy Investment Management
Florida
$14.2M 534,058 +117,886 +28%
FGG
233
Financial Guidance Group
Florida
$14.1M 531,741 -26,611 -5%
OBWG
234
Onyx Bridge Wealth Group
New York
$14.1M 531,329 +15,759 +3%
SVWAG
235
Sound View Wealth Advisors Group
Georgia
$14M 528,070 -19,395 -4%
CAM
236
Cozad Asset Management
Illinois
$14M 527,677 -23,310 -4%
CKAIS
237
Christensen King & Associates Investment Services
Washington
$13.8M 521,382 -13,099 -2%
CAAS
238
Capital Asset Advisory Services
Michigan
$13.8M 509,754 +390 +0.1%
NFG
239
Northeast Financial Group
Pennsylvania
$13.7M 518,741 +77,752 +18%
IWM
240
IHT Wealth Management
Illinois
$13.7M 515,968 -10,727 -2%
MFG
241
Midwest Financial Group
Kansas
$13.7M 515,904 +119,130 +30%
CA
242
CoreCap Advisors
Michigan
$13.6M 512,891 +29,996 +6%
DWM
243
Dakota Wealth Management
Florida
$13.6M 511,699 -261,113 -34%
FCM
244
Family Capital Management
Michigan
$13.5M 508,516 +8,198 +2%
CWM
245
Congress Wealth Management
Massachusetts
$13.5M 507,927 +24,685 +5%
PFWA
246
Paces Ferry Wealth Advisors
Georgia
$13.4M 506,146 +57,258 +13%
BTWM
247
Brass Tax Wealth Management
Ohio
$13.3M 503,409 +15,858 +3%
OFG
248
Opulen Financial Group
Virginia
$13.3M 503,342 -1,306 -0.3%
LWM
249
Latko Wealth Management
Illinois
$13.3M 500,869 +35,854 +8%
MF
250
Montis Financial
Massachusetts
$13.2M 498,216 +118,519 +31%
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