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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,751 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 823 increasing their positions, 623 reducing their positions, and 114 closing their positions.

Holders
1,751
Holders Change
-34
Holders Change %
-1.9%
% of All Funds
23.52%
Holding in Top 10
239
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-15.25%
% of All Funds
3.21%
New
126
Increased
823
Reduced
623
Closed
114
Calls
$73.7M
Puts
$46.7M
Net Calls
+$27M
Net Calls Change
-$47.7M

Top Buyers

1
RWM
1
RMG Wealth Management
Wisconsin
$133M
2
DP
2
DDD Partners
Washington
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$41.1M
5
PAS
5
Park Avenue Securities
New York
$22.8M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$0
2
OWM
2
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
3
Bank of America
North Carolina
$757M
4
Raymond James Financial
4
Raymond James Financial
Florida
$464M
5
Ameriprise
5
Ameriprise
Minnesota
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$149M 5,614,863 -35,912 -0.6%
Cerity Partners
27
Cerity Partners
New York
$148M 5,594,469 -26,104 -0.5%
HWA
28
HHM Wealth Advisors
Tennessee
$138M 5,189,527 +214,249 +4%
RWM
29
RMG Wealth Management
Wisconsin
$133M 4,904,608 +4,904,608 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$123M 4,630,952 +242,479 +6%
DE
31
Diversified Enterprises
Delaware
$121M 4,560,879 +356,425 +8%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$120M 4,520,994 -1,045,708 -19%
Creative Planning
33
Creative Planning
Kansas
$116M 4,376,728 -107,254 -2%
CFB
34
Cullen/Frost Bankers
Texas
$106M 3,987,951 -102,786 -3%
KeyBank National Association
35
KeyBank National Association
Ohio
$101M 3,808,299 +9,198 +0.2%
Truist Financial
36
Truist Financial
North Carolina
$99.7M 3,761,756 +189,435 +5%
CSTB
37
Charles Schwab Trust Bank
Nevada
$94.9M 3,580,367 +693,829 +24%
LA
38
LVW Advisors
New York
$88.1M 3,323,058 -215,652 -6%
FFN
39
Focus Financial Network
Minnesota
$85.6M 3,231,634 -30,899 -0.9%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$82.7M 3,122,121 +426,330 +16%
BFG
41
Bouchey Financial Group
New York
$80.7M 3,046,323 +53,223 +2%
BFG
42
Berger Financial Group
Minnesota
$80.2M 3,025,413 +98,063 +3%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$79.2M 2,988,956 -140,531 -4%
IAS
44
IMA Advisory Services
Colorado
$77.1M 2,908,929 +27,687 +1%
VA
45
Valmark Advisers
Ohio
$72.3M 2,727,891 +6,662 +0.2%
AAIM
46
Asset Advisors Investment Management
Georgia
$72.1M 2,722,385 -46,681 -2%
KAS
47
Kestra Advisory Services
Texas
$70.9M 2,675,988 -596,569 -18%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$67M 2,539,554 +456,860 +22%
ACA
49
Aptus Capital Advisors
Alabama
$62.2M 2,345,429 -661 -0%
CFO
50
CVA Family Office
Colorado
$61.4M 2,315,151 -130,762 -5%
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