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
CFGA
676
Cambridge Financial Group (Arizona)
Arizona
$2.81M
Neuberger Berman Group
677
Neuberger Berman Group
New York
$2.81M
Bank of Montreal
678
Bank of Montreal
Ontario, Canada
$2.8M
AWA
679
Adapt Wealth Advisors
Georgia
$2.8M
AWM
680
Aegis Wealth Management
Maryland
$2.8M
SG
681
StoneX Group
New York
$2.79M
SC
682
Soundwatch Capital
Connecticut
$2.78M
AC
683
AlphaCore Capital
California
$2.78M
1L
684
10Elms LLP
Oklahoma
$2.77M
KDA
685
Kraft Davis & Associates
Missouri
$2.77M
CWS
686
Cypress Wealth Services
California
$2.76M
CFS
687
Coordinated Financial Services
Colorado
$2.76M
CIA
688
Choate Investment Advisors
Massachusetts
$2.73M
PGFC
689
Peapack-Gladstone Financial Corp
New Jersey
$2.72M
AGC
690
Aspen Grove Capital
Colorado
$2.71M
SKK
691
Shepherd Kaplan Krochuk
Massachusetts
$2.69M
SFS
692
Sowell Financial Services
Arkansas
$2.68M
CFA
693
CWS Financial Advisors
Michigan
$2.68M
Sumitomo Mitsui Trust Group
694
Sumitomo Mitsui Trust Group
Japan
$2.66M
BWA
695
Beam Wealth Advisors
Louisiana
$2.65M
FCM
696
Fortis Capital Management
Washington
$2.65M
JCM
697
Jacobi Capital Management
Pennsylvania
$2.65M
BMCM
698
Bryn Mawr Capital Management
Pennsylvania
$2.64M
BBHC
699
Brown Brothers Harriman & Co
New York
$2.63M
PGAM
700
Princeton Global Asset Management
New Jersey
$2.63M