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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 %
SSWM
376
Sheets Smith Wealth Management
North Carolina
$7.71M +$106K +4,001 +1%
BAM
377
Belpointe Asset Management
Nevada
$7.7M +$1.22M +45,922 +19%
GFPC
378
Global Financial Private Client
Florida
$7.69M +$15.6K +590 +0.2%
CA
379
Clearstead Advisors
Ohio
$7.63M +$278K +10,481 +4%
WIA
380
World Investment Advisors
California
$7.61M +$1.28M +48,437 +20%
OP
381
ORG Partners
Indiana
$7.61M -$342K -12,634 -4%
PVAMC
382
PPS&V Asset Management Consultants
Michigan
$7.59M +$469K +17,707 +7%
CFA
383
Cahill Financial Advisors
Minnesota
$7.56M +$243K +9,184 +3%
NB
384
NBT Bank
New York
$7.56M +$43.1K +1,627 +0.6%
HSA
385
HBK Sorce Advisory
Pennsylvania
$7.55M -$186K -7,032 -2%
GFP
386
Guardian Financial Partners
California
$7.55M +$392K +14,810 +5%
SFMG
387
Sage Financial Management Group
Virginia
$7.53M -$406K -15,312 -5%
JSL
388
JT Stratford LLC
Georgia
$7.51M -$526K -19,847 -7%
MHFA
389
Mission Hills Financial Advisory
California
$7.49M +$1.22M +46,036 +19%
MCA
390
MSH Capital Advisors
Arizona
$7.47M +$542K +20,464 +8%
CFG
391
Certior Financial Group
Pennsylvania
$7.45M +$493K +18,619 +7%
SCM
392
SCS Capital Management
Massachusetts
$7.39M -$609K -22,967 -8%
TF
393
Trek Financial
Arizona
$7.36M -$1.04M -39,171 -12%
CA
394
Continuum Advisory
Idaho
$7.3M +$239K +9,033 +3%
FT
395
Fiduciary Trust
Massachusetts
$7.29M -$2.61M -98,621 -26%
Capital Fund Management (CFM)
396
Capital Fund Management (CFM)
France
$7.17M +$1.99M +75,282 +39%
FPGK
397
Financial Partners Group (Kansas)
Kansas
$7.16M +$778K +29,370 +12%
PL
398
Plancorp LLC
Missouri
$7.15M +$21.9K +825 +0.3%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$7.15M +$1.67M +62,980 +30%
LSA
400
Lion Street Advisors
Texas
$7.1M +$828K +31,227 +13%
14 15
16
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