SCHD icon

Schwab US Dividend Equity ETF

1,782 hedge funds and large institutions have $21.1B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 832 increasing their positions, 633 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.79% less ownership

Funds ownership: 34.29%30.5% (-3.8%)

13% less capital invested

Capital invested by funds: $24.2B → $21.1B (-$3.15B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$71.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Auxano Advisors
Washington
$4.87M
EF
502
Exeter Financial
Arizona
$4.84M
SEI Investments
503
SEI Investments
Pennsylvania
$4.81M
CWMK
504
Caliber Wealth Management (Kansas)
Kansas
$4.78M
PWM
505
Perigon Wealth Management
California
$4.77M
PAYA
506
Phil A. Younker & Associates
Alaska
$4.77M
PCA
507
Pallas Capital Advisors
Massachusetts
$4.77M
JWM
508
JPL Wealth Management
Colorado
$4.71M
VT
509
Vise Technologies
New York
$4.7M
WS
510
Wedbush Securities
California
$4.69M
FA
511
Fagan Associates
New York
$4.69M
BI
512
Berkeley Inc
Idaho
$4.68M
AWE
513
Avidian Wealth Enterprises
Texas
$4.65M
FCA
514
FLC Capital Advisors
California
$4.62M
MMA
515
Miracle Mile Advisors
California
$4.61M
IAS
516
Insigneo Advisory Services
Florida
$4.6M
PI
517
PFG Investments
New York
$4.57M
CIA
518
Cape Investment Advisory
Georgia
$4.57M
BP
519
Broadleaf Partners
Ohio
$4.56M
GSIAS
520
Garden State Investment Advisory Services
New Jersey
$4.56M
CAG
521
Csenge Advisory Group
Florida
$4.52M
CB
522
Chris Bulman
California
$4.49M
JPLA
523
Joseph P. Lucia & Associates
New York
$4.43M
WA
524
WPG Advisers
Maryland
$4.43M
CIA
525
Capital Investment Advisors
Georgia
$4.41M