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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 %
CFS
51
CGC Financial Services
Oregon
$59.8M 2,255,238 +1,543 +0.1%
Stifel Financial
52
Stifel Financial
Missouri
$59.4M 2,243,102 +35,157 +2%
AF
53
Allworth Financial
California
$57.8M 2,181,806 +41,063 +2%
MCM
54
MAI Capital Management
Ohio
$57.7M 2,177,360 +34,104 +2%
DADC
55
D.A. Davidson & Co
Montana
$56M 2,112,887 +285,040 +16%
SPIA
56
Steward Partners Investment Advisory
New York
$54.3M 2,047,805 -27,570 -1%
HFS
57
Howard Financial Services
Texas
$53.8M 2,032,073 -41,027 -2%
SAM
58
Summit Asset Management
Tennessee
$52.3M 1,973,901 +13,565 +0.7%
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
California
$50.8M 1,915,554 -10,587 -0.5%
HI
60
Harbour Investments
Wisconsin
$50.4M 1,903,535 -493,942 -21%
EH
61
Equitable Holdings
New York
$50.4M 1,901,560 +172,280 +10%
SCA
62
Scott Capital Advisors
Oregon
$49.6M 1,817,992 +88,368 +5%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$49.6M 1,869,995 +625,251 +50%
PAG
64
Private Advisor Group
New Jersey
$48.5M 1,830,412 +66,844 +4%
MSFS
65
Main Street Financial Solutions
Pennsylvania
$48.4M 1,825,823 +112,239 +7%
VFG
66
Victory Financial Group
Texas
$48.1M 1,816,341 -22,451 -1%
ETS
67
ESL Trust Services
New York
$47.9M 1,808,322 +47,706 +3%
WF
68
Whelan Financial
California
$46.1M 1,739,213 +51,860 +3%
BF
69
BOK Financial
Oklahoma
$45.4M 1,713,040 +106,977 +7%
Corient Private Wealth
70
Corient Private Wealth
Florida
$44.8M 1,691,364 +805,072 +91%
GRR
71
Golden Reserve Retirement
Ohio
$44.2M 1,669,463 +161,335 +11%
RWP
72
Reliant Wealth Planning
Kentucky
$43.7M 1,650,384 +70,061 +4%
SVWA
73
Sarver Vrooman Wealth Advisors
Missouri
$43.6M 1,646,711 +2,906 +0.2%
BFS
74
Burkett Financial Services
South Carolina
$43.4M 1,639,370 +59,201 +4%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$43.4M 1,636,892 +150,876 +10%
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