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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 %
SEIA
251
Signature Estate & Investment Advisors
California
$13.2M 498,212 -4,725 -0.9%
EWA
252
EP Wealth Advisors
California
$13.1M 495,271 +306,177 +162%
MCM
253
Mendel Capital Management
Arkansas
$13M 491,318 -13,233 -3%
BBW
254
Blue Barn Wealth
Utah
$13M 491,076 +14,354 +3%
LIM
255
Leavell Investment Management
Alabama
$12.9M 487,631 -36,262 -7%
YWM
256
Yukon Wealth Management
Kansas
$12.9M 485,603 +42,268 +10%
ISFAN
257
Investor's Fiduciary Advisor Network
Washington
$12.9M 485,525 +6,529 +1%
GA
258
GSG Advisors
New Jersey
$12.9M 485,007 +9,682 +2%
LWM
259
Lighthouse Wealth Management
Ohio
$12.8M 483,152 -35,237 -7%
OWM
260
Olympus Wealth Management
Utah
$12.7M 478,107 +44,509 +10%
WCM
261
Winthrop Capital Management
Indiana
$12.6M 474,307 -25,681 -5%
LFS
262
Legacy Financial Strategies
Kansas
$12.5M 473,201 -184 -0%
NFG
263
Nations Financial Group
Iowa
$12.5M 471,907 +122,939 +35%
TFA
264
Trinity Financial Advisors
Ohio
$12.4M 469,442 +6,860 +1%
CIA
265
Concurrent Investment Advisors
Florida
$12.4M 466,646 +20,265 +5%
SFWC
266
Strategic Family Wealth Counselors
New Jersey
$12.3M 465,630 -16,604 -3%
MGIA
267
Moneta Group Investment Advisors
Missouri
$12.3M 464,941 -221 -0%
GRP
268
Global Retirement Partners
California
$12.2M 459,965 +459,965 New
MFIM
269
Mesirow Financial Investment Management
Illinois
$12.2M 458,848 +20,087 +5%
SB
270
Strategic Blueprint
Georgia
$12.1M 457,466 -25,463 -5%
GB
271
Goepper Burkhardt
South Carolina
$12.1M 457,150 +33,610 +8%
Fidelity Investments
272
Fidelity Investments
Massachusetts
$12M 454,355 +29,836 +7%
CMP
273
Courage Miller Partners
Virginia
$11.8M 446,482 +17,934 +4%
CFMC
274
Curbstone Financial Management Corp
New Hampshire
$11.8M 444,136 -490 -0.1%
AWA
275
Acorn Wealth Advisors
Michigan
$11.8M 443,402 +16,899 +4%
9 10
11
12 13