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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 %
IRC
426
Investors Research Corp
Georgia
$6.47M +$401K +15,122 +7%
SWP
427
Strategic Wealth Partners
Ohio
$6.47M +$6.47M +244,129 New
MWM
428
Meridian Wealth Management
Kentucky
$6.4M -$765K -28,885 -11%
CS
429
Crescent Sterling
Louisiana
$6.4M -$73.4K -2,770 -1%
VWA
430
Visionary Wealth Advisors
Illinois
$6.39M -$164K -6,206 -3%
UWM
431
USAdvisors Wealth Management
Minnesota
$6.38M -$154K -5,818 -2%
NCM
432
Northwest Capital Management
Oregon
$6.28M -$2.13M -80,262 -25%
SWA
433
Stratos Wealth Advisors
Ohio
$6.24M +$856K +32,284 +16%
CW
434
CreativeOne Wealth
Kansas
$6.24M -$3.03M -114,495 -33%
HNWAG
435
High Net Worth Advisory Group
Florida
$6.21M -$1.64K -62 -0%
HA
436
HC Advisors
Georgia
$6.2M -$104K -3,942 -2%
CF
437
Cyr Financial
Illinois
$6.2M +$523K +19,753 +9%
MWS
438
MFA Wealth Services
California
$6.2M -$1.1M -41,450 -15%
Brown Advisory
439
Brown Advisory
Maryland
$6.17M +$95.7K +3,611 +2%
AAA
440
Adams Asset Advisors
Texas
$6.14M +$6.14M +231,786 New
MWM
441
Modern Wealth Management
Kansas
$6.13M +$1M +37,914 +20%
FTWA
442
Fifth Third Wealth Advisors
Ohio
$6.11M -$601K -22,666 -9%
IC
443
IEQ Capital
California
$6.06M +$110K +4,165 +2%
MFF
444
Michels Family Financial
Texas
$6.06M +$44.4K +1,677 +0.7%
CWM
445
Centric Wealth Management
Illinois
$6.04M +$563K +20,949 +10%
RC
446
Rovin Capital
Arizona
$6.01M +$270K +10,179 +5%
DWM
447
Diversify Wealth Management
Utah
$5.98M -$278K -10,264 -4%
B
448
Bensler
Washington
$5.98M -$179K -6,772 -3%
CPG
449
Cornerstone Planning Group
New Jersey
$5.93M +$33.6K +1,256 +0.6%
AIA
450
Armor Investment Advisors
North Carolina
$5.89M -$23K -869 -0.4%
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