SCHD icon

Schwab US Dividend Equity ETF

1,785 hedge funds and large institutions have $24.2B invested in Schwab US Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 891 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
24.25%
Holding in Top 10
282
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.82%
% of All Funds
3.83%
New
131
Increased
891
Reduced
585
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
UWM
426
USAdvisors Wealth Management
Minnesota
$6.89M -$305K -10,924 -4%
FIC
427
Family Investment Center
Missouri
$6.86M +$74.7K +2,673 +1%
CA
428
CapWealth Advisors
Tennessee
$6.85M +$79.1K +2,828 +1%
BAM
429
Belpointe Asset Management
Nevada
$6.84M +$2.67M +95,453 +64%
CS
430
Crescent Sterling
Louisiana
$6.83M +$390K +13,954 +6%
OPA
431
Old Port Advisors
Maine
$6.83M +$154K +5,492 +2%
BMCM
432
Burns Matteson Capital Management
New York
$6.8M +$99.2K +3,548 +1%
DCM
433
Donaldson Capital Management
Indiana
$6.75M -$460K -16,458 -6%
FPGK
434
Financial Partners Group (Kansas)
Kansas
$6.73M +$498K +17,795 +8%
CW
435
Channel Wealth
California
$6.73M +$955K +34,165 +17%
NCM
436
NCM Capital Management
New Jersey
$6.69M +$263K +9,401 +4%
WIA
437
World Investment Advisors
California
$6.68M +$337K +12,041 +5%
HA
438
HC Advisors
Georgia
$6.66M -$56.8K -2,032 -0.8%
MHFA
439
Mission Hills Financial Advisory
California
$6.62M +$1.24M +44,225 +23%
LSA
440
Lion Street Advisors
Texas
$6.61M +$369K +13,181 +6%
QCM
441
Quantinno Capital Management
New York
$6.58M +$5.29M +189,041 +409%
HNWAG
442
High Net Worth Advisory Group
Florida
$6.56M -$4.14K -148 -0.1%
KA
443
Kure Advisory
Minnesota
$6.51M +$6.51M +232,917 New
SAW
444
Signal Advisors Wealth
Michigan
$6.51M -$1.24M -44,482 -16%
B
445
Bensler
Washington
$6.5M -$142K -5,080 -2%
IRC
446
Investors Research Corp
Georgia
$6.41M +$520K +18,615 +9%
Brown Advisory
447
Brown Advisory
Maryland
$6.4M -$222K -7,953 -3%
SHFP
448
Second Half Financial Partners
Florida
$6.39M -$1.07M -38,212 -14%
PIAS
449
PCA Investment Advisory Services
Ohio
$6.36M +$44.8K +1,604 +0.7%
BWM
450
Benchmark Wealth Management
Connecticut
$6.35M -$308K -11,028 -5%