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
GMA
651
Glassy Mountain Advisors
Maryland
$3.05M
BI
652
Beckerman Institutional
New Jersey
$3.03M
AMG
653
Advisors Management Group
Wisconsin
$3.02M
MAS
654
Madden Advisory Services
Florida
$3M
SW
655
Simplicity Wealth
New Jersey
$3M
CPL
656
CAP Partners LLC
Tennessee
$3M
SWM
657
SeaCrest Wealth Management
New York
$2.99M
LFG
658
Larson Financial Group
Missouri
$2.99M
HA
659
Hamel Associates
New Jersey
$2.98M
FNT
660
First National Trust
Pennsylvania
$2.96M
CIAS
661
Capital Investment Advisory Services
North Carolina
$2.96M
WKWM
662
Walter & Keenan Wealth Management
Indiana
$2.95M
HL
663
HeadInvest LLC
Maine
$2.95M
TSWM
664
Tyler-Stone Wealth Management
Ohio
$2.94M
JSW
665
Journey Strategic Wealth
New Jersey
$2.93M
T
666
Transce3nd
Texas
$2.91M
GIA
667
Guyasuta Investment Advisors
Pennsylvania
$2.9M
WWM
668
Woodside Wealth Management
Massachusetts
$2.89M
LF
669
LifeSteps Financial
California
$2.88M
TFG
670
Tull Financial Group
Virginia
$2.87M
AAG
671
Accordant Advisory Group
Maryland
$2.86M
WW
672
Winnow Wealth
Texas
$2.86M
BWM
673
BKM Wealth Management
Wisconsin
$2.86M
CWM
674
Chesapeake Wealth Management
Virginia
$2.85M
CB
675
Commerce Bank
Missouri
$2.82M