SCHD icon

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 %
AUB
276
Atlantic Union Bankshares
Virginia
$11.7M 441,825 +124,908 +39%
SS
277
Sunbelt Securities
Texas
$11.7M 428,343 -68,202 -14%
CSP
278
Cary Street Partners
Virginia
$11.7M 439,724 +39,879 +10%
TPWA
279
TRUE Private Wealth Advisors
Oregon
$11.5M 432,675 -9,158 -2%
OPPS
280
Obsidian Personal Planning Solutions
Maryland
$11.4M 431,559 +16,781 +4%
SWMG
281
Sard Wealth Management Group
Georgia
$11.4M 430,270 +6,719 +2%
AWM
282
Avior Wealth Management
Nebraska
$11.3M 424,709 +4,346 +1%
Thrivent Financial for Lutherans
283
Thrivent Financial for Lutherans
Minnesota
$11.2M 422,330 -588,793 -58%
XF
284
XML Financial
Maryland
$11.1M 420,582 +5,041 +1%
CPIG
285
Chicago Partners Investment Group
Illinois
$11.1M 407,064 -87,956 -18%
MAG
286
Mayfair Advisory Group
Alabama
$11.1M 414,387 -58,498 -12%
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$11.1M 413,294 -62,242 -13%
P
288
&Partners
Tennessee
$11.1M 419,586 -11,506 -3%
WLPWM
289
Walled Lake Planning & Wealth Management
Illinois
$11.1M 418,690 +5,005 +1%
CWA
290
Canvas Wealth Advisors
Kansas
$11M 406,202 +60,865 +18%
CCG
291
Coastwise Capital Group
California
$10.9M 412,070 +30,318 +8%
MFA
292
Mayflower Financial Advisors
Massachusetts
$10.9M 409,831 +133,698 +48%
SF
293
Summit Financial
New Jersey
$10.7M 405,457 +16,226 +4%
RWA
294
Redhawk Wealth Advisors
Minnesota
$10.7M 404,462 +183,909 +83%
LFAS
295
Level Four Advisory Services
Texas
$10.7M 403,681 +14,757 +4%
CST
296
Charles Schwab Trust
Nevada
$10.7M 402,732 +45,486 +13%
BEAM
297
Baker Ellis Asset Management
Washington
$10.6M 398,881 +999 +0.3%
VNA
298
Valley National Advisers
Pennsylvania
$10.5M 398,002 -67,378 -14%
OWM
299
Orgel Wealth Management
Wisconsin
$10.5M 396,483 -11,123,627 -97%
CW
300
Channel Wealth
California
$10.5M 394,853 +154,248 +64%
10 11
12
13 14