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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 %
BWM
451
Benchmark Wealth Management
Connecticut
$5.87M -$150K -5,653 -2%
PIAS
452
PCA Investment Advisory Services
Ohio
$5.85M -$178K -6,720 -3%
TAM
453
Titleist Asset Management
Texas
$5.82M +$1.32M +49,765 +29%
GFG
454
Goldstone Financial Group
Illinois
$5.81M +$454K +16,588 +8%
GSIS
455
Global Strategic Investment Solutions
Arizona
$5.8M – – –
JWCA
456
J.W. Cole Advisors
Florida
$5.71M -$1.14M -42,881 -17%
TSS
457
Two Sigma Securities
New York
$5.71M +$3.63M +136,895 +175%
AWA
458
Arkadios Wealth Advisors
Georgia
$5.69M +$1.02M +38,461 +22%
SFA
459
Sequoia Financial Advisors
Ohio
$5.67M +$13.4K +506 +0.2%
FFWM
460
Future Financial Wealth Management
Ohio
$5.66M -$96.4K -3,639 -2%
DBRC
461
D.B. Root & Company
Pennsylvania
$5.64M +$442K +16,676 +9%
SCP
462
Stevens Capital Partners
Nebraska
$5.63M +$5.63M +211,185 New
FHA
463
Flagship Harbor Advisors
Massachusetts
$5.62M -$13K -489 -0.2%
RDWM
464
Red Door Wealth Management
Tennessee
$5.61M -$33.4K -1,260 -0.6%
SJIM
465
St. Johns Investment Management
Florida
$5.6M -$68.8K -2,596 -1%
WP
466
WealthPLAN Partners
Nebraska
$5.57M -$150K -5,655 -3%
AFG
467
Atomi Financial Group
New York
$5.57M +$636K +24,004 +13%
IA
468
Insight Advisors
Pennsylvania
$5.56M +$413K +15,598 +8%
BIA
469
Barry Investment Advisors
Massachusetts
$5.5M +$243K +9,154 +5%
BFP
470
Beacon Financial Planning
Massachusetts
$5.5M -$216K -8,150 -4%
MLICM
471
Metropolitan Life Insurance Company (MetLife)
New York
$5.42M +$734K +27,700 +16%
TWA
472
Talisman Wealth Advisors
New Jersey
$5.39M -$26.7K -1,009 -0.5%
DAS
473
DMKC Advisory Services
Iowa
$5.39M +$1.25M +46,216 +30%
FF
474
Friday Financial
Iowa
$5.39M -$136K -5,129 -2%
LPT
475
Legacy Private Trust
Wisconsin
$5.38M -$39.8K -1,501 -0.7%
17 18
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