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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 %
IAS
326
Investment Advisory Services
Texas
$9.46M -$4.12M -155,551 -30%
PS
327
Principal Securities
Iowa
$9.42M +$196K +7,387 +2%
FFWA
328
FRG Family Wealth Advisors
Washington
$9.41M +$28.3K +1,067 +0.3%
CAC
329
Certified Advisory Corp
Florida
$9.4M -$5.69M -214,671 -38%
PF
330
Prosperitas Financial
California
$9.39M +$244K +9,193 +3%
FF
331
Fairway Financial
Florida
$9.34M +$366K +13,802 +4%
MWA
332
Merkkuri Wealth Advisors
New York
$9.33M +$295K +11,147 +3%
TL
333
Tradewinds LLC
North Carolina
$9.33M +$9.33M +352,264 New
YIA
334
YHB Investment Advisors
Connecticut
$9.33M +$118K +4,464 +1%
OHWP
335
Oak Harbor Wealth Partners
North Carolina
$9.29M +$148K +5,599 +2%
BIA
336
Bell Investment Advisors
California
$9.28M -$257K -9,704 -3%
BWM
337
Bernard Wealth Management
Michigan
$9.27M -$323K -12,195 -3%
IIA
338
Integral Investment Advisors
California
$9.26M +$647K +24,405 +8%
CFG
339
Citizens Financial Group
Rhode Island
$9.25M +$142K +5,376 +2%
DAS
340
Dynamic Advisor Solutions
Arizona
$9.21M +$806K +30,414 +10%
JFA
341
JNBA Financial Advisors
Minnesota
$9.21M -$12.1M -457,419 -57%
VCP
342
Verus Capital Partners
Arizona
$9.08M +$954 +36 +0%
SMC
343
Smith, Moore & Co
Missouri
$9.07M +$2.25M +85,042 +33%
JGCM
344
Joseph Group Capital Management
Ohio
$9.07M +$519K +19,571 +6%
Envestnet Portfolio Solutions
345
Envestnet Portfolio Solutions
Illinois
$9.07M -$318K -12,008 -3%
PAI
346
Pittenger & Anderson Inc
Nebraska
$8.91M -$111K -4,199 -1%
HCP
347
Holt Capital Partners
Texas
$8.86M -$244K -9,220 -3%
FA
348
Fiduciary Alliance
South Carolina
$8.81M -$4.65M -175,286 -35%
FLPIM
349
F.L. Putnam Investment Management
Massachusetts
$8.77M +$6.5M +245,220 +286%
HAS
350
HBW Advisory Services
California
$8.67M +$730K +27,549 +9%
12 13
14
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