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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

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 132 funds opening new positions, 891 increasing their positions, 584 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+2
Holders Change %
+0.11%
% 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
132
Increased
891
Reduced
584
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$826M
2
LPL Financial
LPL Financial
California
$1.08B
3
CAM
Cresset Asset Management
Illinois
$212M
4
AAS
Avantax Advisory Services
Texas
$773M
5
Two Sigma Investments
Two Sigma Investments
New York
$33.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$902M
2
SLI
Sumitomo Life Insurance
Japan
$519M
3
CW
Curio Wealth
Maryland
$90.6K
4
Wells Fargo
Wells Fargo
California
$278M
5
DADC
D.A. Davidson & Co
Montana
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$164M +$13.5M +483,132 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$159M +$12.1M +431,525 +8%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$158M +$21.2M +757,040 +15%
Cerity Partners
29
Cerity Partners
New York
$157M -$414K -14,794 -0.3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$156M +$13.7M +490,361 +10%
KFP
31
Keystone Financial Planning
Ohio
$153M +$3.43M +122,693 +2%
HWA
32
HHM Wealth Advisors
Tennessee
$139M +$2.87M +102,700 +2%
Creative Planning
33
Creative Planning
Kansas
$125M +$4.19M +150,011 +3%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$123M -$160K -5,709 -0.1%
DE
35
Diversified Enterprises
Delaware
$118M +$5.87M +210,001 +5%
CFB
36
Cullen/Frost Bankers
Texas
$114M -$568K -20,307 -0.5%
KeyBank National Association
37
KeyBank National Association
Ohio
$106M -$799K -28,592 -0.7%
Truist Financial
38
Truist Financial
North Carolina
$99.9M +$809K +28,923 +0.8%
LA
39
LVW Advisors
New York
$98.9M -$1.65M -58,926 -2%
KAS
40
Kestra Advisory Services
Texas
$91.5M -$39.1M -1,398,711 -30%
FFN
41
Focus Financial Network
Minnesota
$91.2M +$2.2M +78,717 +2%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$87.5M +$2.54M +90,769 +3%
BFG
43
Bouchey Financial Group
New York
$83.7M +$1.69M +60,357 +2%
BFG
44
Berger Financial Group
Minnesota
$81.8M +$8.02M +286,891 +11%
CSTB
45
Charles Schwab Trust Bank
Nevada
$80.7M -$29.9M -1,069,112 -27%
IAS
46
IMA Advisory Services
Colorado
$80.5M +$5.42M +193,968 +7%
AAIM
47
Asset Advisors Investment Management
Georgia
$77.4M -$1.89M -67,469 -2%
VA
48
Valmark Advisers
Ohio
$76.1M -$6.32M -226,119 -8%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$74.3M +$5.07M +183,968 +7%
CFO
50
CVA Family Office
Colorado
$68.4M +$4.13M +147,599 +6%
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