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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$902M
2
SLI
2
Sumitomo Life Insurance
Japan
$519M
3
CW
3
Curio Wealth
Maryland
$90.6K
4
Wells Fargo
4
Wells Fargo
California
$278M
5
DADC
5
D.A. Davidson & Co
Montana
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$67M +$1.05M +37,638 +2%
ACA
52
Aptus Capital Advisors
Alabama
$65.6M +$3.6M +128,823 +6%
CFS
53
CGC Financial Services
Oregon
$63M +$1.92M +68,717 +3%
Stifel Financial
54
Stifel Financial
Missouri
$61.7M +$484K +17,314 +0.8%
MCM
55
MAI Capital Management
Ohio
$59.9M +$115K +4,109 +0.2%
SPIA
56
Steward Partners Investment Advisory
New York
$58M -$1.56M -55,735 -3%
HFS
57
Howard Financial Services
Texas
$58M +$1.44M +51,341 +3%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$57.4M +$17.3M +627,687 +43%
MAM
59
Marquette Asset Management
Minnesota
$56.5M +$143K +5,113 +0.3%
AF
60
Allworth Financial
California
$55M +$1.03M +39,930 +2%
SAM
61
Summit Asset Management
Tennessee
$54.8M +$401K +14,357 +0.7%
GKWIM
62
Gerber Kawasaki Wealth & Investment Management
California
$53.9M +$491K +17,554 +0.9%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$53.6M +$27.1M +970,200 +103%
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$52.2M +$768K +27,469 +1%
VFG
65
Victory Financial Group
Texas
$51.2M +$2.44M +87,597 +5%
DADC
66
D.A. Davidson & Co
Montana
$51.1M -$46.4M -1,659,248 -48%
AAS
67
Ameritas Advisory Services
Nebraska
$49.6M -$10.7M -385,664 -18%
PAG
68
Private Advisor Group
New Jersey
$49.3M +$2.62M +93,719 +6%
ETS
69
ESL Trust Services
New York
$49.2M -$3.69K -132 -0%
TLFA
70
True Link Financial Advisors
California
$49.1M +$5.2M +185,997 +12%
SIG
71
Spinnaker Investment Group
California
$48.6M +$2.91M +104,150 +6%
SCA
72
Scott Capital Advisors
Oregon
$48.4M +$1.21M +43,390 +3%
EH
73
Equitable Holdings
New York
$48.4M +$6.91M +246,960 +17%
MSFS
74
Main Street Financial Solutions
Pennsylvania
$47.9M +$2.25M +80,470 +5%
WF
75
Whelan Financial
California
$47.2M +$51.5K +1,843 +0.1%
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