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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,756 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 825 increasing their positions, 624 reducing their positions, and 114 closing their positions.

Holders
1,756
Holders Change
-29
Holders Change %
-1.62%
% of All Funds
23.57%
Holding in Top 10
239
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-15.25%
% of All Funds
3.21%
New
127
Increased
825
Reduced
624
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M

Top Buyers

1
DP
1
DDD Partners
Washington
$31.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$509M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$41.1M
4
PAS
4
Park Avenue Securities
New York
$22.8M
5
KFP
5
Keystone Financial Planning
Ohio
$168M

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 Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
301
AssetMark Inc
California
$10.4M -$23.5M -887,860 -69%
LFP
302
Lakeshore Financial Planning
Michigan
$10.4M -$4.24M -159,880 -29%
MA
303
MONECO Advisors
Connecticut
$10.3M -$609K -22,963 -6%
CNWM
304
Clay Northam Wealth Management
California
$10.2M -$155K -5,841 -1%
DFA
305
DHJJ Financial Advisors
Illinois
$10.2M +$181K +6,830 +2%
NLWP
306
Next Level Wealth Planning
Idaho
$10.2M +$920K +34,731 +10%
FWA
307
Flagship Wealth Advisors
Massachusetts
$10.1M -$154K -5,825 -1%
BWA
308
BlueChip Wealth Advisors
Georgia
$10.1M +$64.1K +2,417 +0.6%
CWMG
309
Compass Wealth Management (Georgia)
Georgia
$10M +$10M +377,573 New
RMF
310
Red Mountain Financial
Colorado
$10M +$346K +13,074 +4%
ICM
311
Islay Capital Management
Texas
$9.97M +$499K +18,837 +5%
MAM
312
Madison Asset Management
Wisconsin
$9.92M +$2.75M +103,849 +38%
AI
313
Atria Investments
North Carolina
$9.92M +$748K +28,209 +8%
BEI
314
Benjamin Edwards Inc
Missouri
$9.82M +$420K +15,838 +4%
AAA
315
American Alpha Advisors
New York
$9.76M +$9.76M +368,164 New
CIC
316
Carnegie Investment Counsel
Ohio
$9.67M +$481K +18,138 +5%
MF
317
Meridian Financial
Massachusetts
$9.65M +$49.2K +1,856 +0.5%
OCFG
318
O'Connor Financial Group
Illinois
$9.65M +$1.04M +37,895 +12%
HBW
319
Hazlett, Burt & Watson
West Virginia
$9.62M -$385K -14,538 -4%
KFGG
320
Keystone Financial Group (Georgia)
Georgia
$9.61M +$407K +15,079 +4%
WAG
321
Winthrop Advisory Group
Massachusetts
$9.61M +$64.8K +2,447 +0.7%
SAM
322
Smithbridge Asset Management
Pennsylvania
$9.6M +$1.61M +60,608 +20%
JWS
323
Juncture Wealth Strategies
Arizona
$9.59M +$144K +5,447 +2%
CAP
324
Columbia Advisory Partners
Washington
$9.58M -$225K -8,479 -2%
SCM
325
Spreng Capital Management
Ohio
$9.53M +$126K +4,763 +1%
11 12
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