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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 %
MCM
251
Mendel Capital Management
Arkansas
$14.1M +$107K +3,824 +0.8%
MA
252
Mutual Advisors
Nebraska
$14.1M -$440K -17,152 -3%
SEIA
253
Signature Estate & Investment Advisors
California
$14.1M +$454K +16,224 +3%
FCM
254
Family Capital Management
Michigan
$14M -$214K -7,659 -2%
WCM
255
Winthrop Capital Management
Indiana
$14M -$196K -7,018 -1%
FCI
256
Financial Counselors Inc
Kansas
$13.9M +$678K +24,261 +5%
SS
257
Sunbelt Securities
Texas
$13.9M +$1.91M +68,142 +16%
KWM
258
Kingsview Wealth Management
Oregon
$13.7M +$1.93M +69,128 +16%
SCP
259
Shorepoint Capital Partners
Massachusetts
$13.7M -$495K -17,718 -3%
BTWM
260
Brass Tax Wealth Management
Ohio
$13.6M +$435K +15,542 +3%
CWM
261
Congress Wealth Management
Massachusetts
$13.5M +$5.32M +190,123 +65%
SB
262
Strategic Blueprint
Georgia
$13.5M -$10.1K -362 -0.1%
CA
263
CoreCap Advisors
Michigan
$13.5M +$851K +30,428 +7%
SFWC
264
Strategic Family Wealth Counselors
New Jersey
$13.5M +$253K +9,060 +2%
ISFAN
265
Investor's Fiduciary Advisor Network
Washington
$13.4M +$180K +6,449 +1%
BBW
266
Blue Barn Wealth
Utah
$13.3M +$772K +27,617 +6%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$13.3M +$903K +32,308 +7%
LFS
268
Legacy Financial Strategies
Kansas
$13.2M -$474K -16,953 -3%
MAG
269
Mayfair Advisory Group
Alabama
$13.2M +$502K +17,966 +4%
TFS
270
Thoroughbred Financial Services
Tennessee
$13.2M +$124K +4,452 +1%
AA
271
Apriem Advisors
California
$13.1M +$5.2M +185,929 +66%
AFA
272
AllGen Financial Advisors
Florida
$13M -$481K -17,200 -4%
VNA
273
Valley National Advisers
Pennsylvania
$13M +$250K +8,956 +2%
MGIA
274
Moneta Group Investment Advisors
Missouri
$13M +$584K +20,897 +5%
LWM
275
Latko Wealth Management
Illinois
$13M -$539K -19,264 -4%
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