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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,785 hedge funds and large institutions have $24.2B invested in Schwab US Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 891 increasing their positions, 584 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
24.25%
Holding in Top 10
282
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.82%
% of All Funds
3.83%
New
132
Increased
891
Reduced
584
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$826M
2
LPL Financial
LPL Financial
California
$1.08B
3
CAM
Cresset Asset Management
Illinois
$212M
4
AAS
Avantax Advisory Services
Texas
$773M
5
Two Sigma Investments
Two Sigma Investments
New York
$33.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$902M
2
SLI
Sumitomo Life Insurance
Japan
$519M
3
CW
Curio Wealth
Maryland
$90.6K
4
Wells Fargo
Wells Fargo
California
$278M
5
DADC
D.A. Davidson & Co
Montana
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFA
226
MJT & Associates Financial Advisory
Minnesota
$15.5M +$15.5M +556,114 New
LFP
227
Lakeshore Financial Planning
Michigan
$15.5M -$744K -26,627 -5%
CAM
228
Cozad Asset Management
Illinois
$15.4M -$260K -9,311 -2%
SVWAG
229
Sound View Wealth Advisors Group
Georgia
$15.3M -$2.38M -85,101 -13%
AA
230
Advisory Alpha
Michigan
$15.3M +$1.6M +57,216 +12%
PRI
231
Prepared Retirement Institute
Pennsylvania
$15.1M -$2.85M -101,981 -16%
WIC
232
Whitegate Investment Counselors
New Hampshire
$15.1M -$1.42M -50,636 -9%
KJWM
233
Kiley Juergens Wealth Management
Washington
$15.1M +$777K +27,798 +5%
OC
234
Oppenheimer & Co
New York
$15.1M +$2.17M +77,616 +17%
ASN
235
Advisory Services Network
Georgia
$15M +$2.5M +89,294 +20%
CKAIS
236
Christensen King & Associates Investment Services
Washington
$14.9M -$105K -3,769 -0.7%
IWM
237
IHT Wealth Management
Illinois
$14.7M +$312K +11,171 +2%
LIM
238
Leavell Investment Management
Alabama
$14.6M -$245K -8,749 -2%
AA
239
Armis Advisers
Georgia
$14.6M +$14.3M +551,091 +4,597%
GM
240
GeoWealth Management
Illinois
$14.5M +$14.5M +519,321 +558,410%
LWM
241
Lighthouse Wealth Management
Ohio
$14.5M +$55.6K +1,987 +0.4%
JIP
242
Jaffetilchin Investment Partners
Florida
$14.4M +$806K +28,820 +6%
OBWG
243
Onyx Bridge Wealth Group
New York
$14.4M +$1.07M +38,262 +8%
ES
244
Eagle Strategies
New York
$14.3M +$727K +25,999 +5%
IAS
245
Investment Advisory Services
Texas
$14.3M +$578K +20,689 +4%
SC
246
Scotia Capital
Ontario, Canada
$14.3M +$4.24M +151,598 +42%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$14.2M -$4.2M -150,316 -23%
FA
248
Fiduciary Alliance
South Carolina
$14.2M +$2.17M +77,439 +18%
CAAS
249
Capital Asset Advisory Services
Michigan
$14.2M -$23.7K -850 -0.2%
OFG
250
Opulen Financial Group
Virginia
$14.1M +$395K +14,145 +3%
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