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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,759 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 825 increasing their positions, 626 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
-26
Holders Change %
-1.46%
% of All Funds
23.59%
Holding in Top 10
240
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.89%
% of All Funds
3.22%
New
128
Increased
825
Reduced
626
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M

Top Buyers

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

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$0
2
OWM
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
Bank of America
North Carolina
$757M
4
Raymond James Financial
Raymond James Financial
Florida
$464M
5
Ameriprise
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
351
HBW Advisory Services
California
$8.67M +$730K +27,549 +9%
GB
352
Gunma Bank
Japan
$8.61M – – –
TA
353
TruWealth Advisors
Louisiana
$8.51M -$284K -10,701 -3%
FMC
354
First Merchants Corp
Indiana
$8.51M -$2.13M -80,338 -20%
AWM
355
AE Wealth Management
Kansas
$8.51M +$991K +37,403 +13%
AC
356
Avant Capital
Louisiana
$8.44M -$67.3K -2,540 -0.8%
SAI
357
Savvy Advisors Inc
New York
$8.35M +$2.79M +105,145 +50%
NEPWA
358
New England Private Wealth Advisors
Massachusetts
$8.31M -$36.6K -1,363 -0.4%
MAM
359
Marquette Asset Management
Minnesota
$8.22M -$45.4M -1,712,409 -85%
PTP
360
Platform Technology Partners
New York
$8.21M +$262K +9,872 +3%
BWM
361
BCS Wealth Management
Tennessee
$8.21M +$863K +32,576 +12%
MS
362
Madden Securities
Texas
$8.2M -$110K -4,140 -1%
PRS
363
Pinkerton Retirement Specialists
Idaho
$8.2M -$807K -30,460 -9%
SOS
364
Silver Oak Securities
Tennessee
$8.17M +$560K +21,118 +7%
SWM
365
Sendero Wealth Management
Texas
$8.14M -$436K -16,453 -5%
MA
366
MBA Advisors
Pennsylvania
$8.02M +$475K +17,926 +6%
AAMC
367
Asset Allocation & Management Company
Illinois
$8.01M +$130K +4,889 +2%
CAG
368
Curtis Advisory Group
California
$8M -$46.8K -1,765 -0.6%
UCFA
369
United Capital Financial Advisors
Texas
$7.91M -$521K -19,658 -6%
PF
370
Penney Financial
Texas
$7.85M +$96.9K +3,657 +1%
TBC
371
Ted Buchan & Co
California
$7.84M -$163K -6,162 -2%
RF
372
Robbins Farley
New Hampshire
$7.83M +$346K +13,055 +5%
QCM
373
Quantinno Capital Management
New York
$7.79M +$1.55M +58,590 +25%
JWWM
374
Johnson & White Wealth Management
Pennsylvania
$7.75M +$430K +16,233 +6%
BGAI
375
Bruce G. Allen Investments
Colorado
$7.73M -$75.3K -2,841 -1%
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