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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 %
NL
401
Navalign LLC
California
$7.07M +$292K +11,014 +4%
CFO
402
Custos Family Office
Texas
$7.04M -$12.6K -475 -0.2%
KA
403
Kure Advisory
Minnesota
$7.04M +$864K +32,601 +14%
WIM
404
WealthPlan Investment Management
Nebraska
$6.97M +$432K +16,289 +7%
TFS
405
Thoroughbred Financial Services
Tennessee
$6.96M -$5.54M -209,056 -44%
AFO
406
Arrowroot Family Office
California
$6.96M +$6.96M +262,507 New
Northern Trust
407
Northern Trust
Illinois
$6.96M -$1.24M -46,646 -15%
AWM
408
Accredited Wealth Management
Kentucky
$6.95M +$382K +14,424 +6%
PNC Financial Services Group
409
PNC Financial Services Group
Pennsylvania
$6.93M +$3.71M +139,990 +115%
NCM
410
NCM Capital Management
New Jersey
$6.91M +$565K +21,278 +9%
PIMG
411
Patriot Investment Management Group
Tennessee
$6.89M -$170K -6,406 -2%
BFWA
412
Benchmark Financial Wealth Advisors
Florida
$6.87M -$325K -12,247 -5%
FIC
413
Family Investment Center
Missouri
$6.8M +$299K +11,299 +5%
USCWA
414
U.S. Capital Wealth Advisors
Texas
$6.75M +$174K +6,583 +3%
PSCM
415
Per Stirling Capital Management
Texas
$6.69M +$142K +5,374 +2%
YLHM
416
Yelin Lapidot Holdings Management
Israel
$6.67M -$3.13M -118,000 -32%
DCM
417
Donaldson Capital Management
Indiana
$6.64M +$247K +9,336 +4%
BMCM
418
Burns Matteson Capital Management
New York
$6.62M +$174K +6,582 +3%
TF
419
Tudor Financial
Ohio
$6.59M +$2.92K +110 +0%
CCA
420
Cypress Capital Advisors
Tennessee
$6.59M +$1.21M +45,591 +22%
HWM
421
HRC Wealth Management
Idaho
$6.59M +$56.9K +2,148 +0.9%
BCI
422
Brinker Capital Investments
Pennsylvania
$6.59M -$524K -19,783 -7%
CA
423
CapWealth Advisors
Tennessee
$6.59M +$90.3K +3,407 +1%
OPA
424
Old Port Advisors
Maine
$6.58M +$108K +4,085 +2%
MIA
425
Milestone Investment Advisors
Wisconsin
$6.53M -$262K -9,890 -4%
15 16
17
18 19