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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 131 funds opening new positions, 891 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+1
Holders Change %
+0.06%
% 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
131
Increased
891
Reduced
585
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
+$403M
2
LPL Financial
LPL Financial
California
+$69.1M
3
CAM
Cresset Asset Management
Illinois
+$57.8M
4
AAS
Avantax Advisory Services
Texas
+$45.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$33.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$486M
2
SLI
Sumitomo Life Insurance
Japan
-$231M
3
CW
Curio Wealth
Maryland
-$73.3M
4
Wells Fargo
Wells Fargo
California
-$65.3M
5
DADC
D.A. Davidson & Co
Montana
-$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
776
Pasadena Private Wealth
California
$2.24M +$386K +13,809 +21%
CFD
777
Creative Financial Designs
Indiana
$2.23M +$32.2K +1,150 +1%
LA
778
Latitude Advisors
Florida
$2.22M +$478K +17,092 +28%
CAM
779
Costello Asset Management
Pennsylvania
$2.2M +$447K +16,005 +25%
PTC
780
Private Trust Company
Ohio
$2.2M +$4.47K +160 +0.2%
BFPW
781
BOK Financial Private Wealth
Colorado
$2.2M +$482K +17,254 +28%
BSB
782
Bangor Savings Bank
Maine
$2.2M -$232K -8,291 -10%
TSS
783
Two Sigma Securities
New York
$2.19M +$1.58M +56,565 +259%
WWC
784
Waypoint Wealth Counsel
Georgia
$2.18M +$30.9K +1,106 +1%
IF
785
IRON Financial
Illinois
$2.17M +$158K +5,653 +8%
PBO
786
Peoples Bank (Ohio)
Ohio
$2.17M -$210K -7,525 -9%
RWP
787
Revolve Wealth Partners
New Jersey
$2.14M -$783 -28 -0%
AC
788
Attessa Capital
Arizona
$2.14M -$276K -9,880 -11%
APIM
789
Agate Pass Investment Management
Washington
$2.14M +$89.6K +3,206 +4%
AC
790
AlphaCore Capital
California
$2.14M +$2.14M +76,455 New
AL
791
ACAS LLC
California
$2.14M +$591 +23 +0%
NSIM
792
North Star Investment Management
Illinois
$2.14M +$449K +16,049 +27%
LOIM
793
Liberty One Investment Management
Illinois
$2.12M -$29.7K -1,062 -1%
PFS
794
Prospect Financial Services
New York
$2.09M +$472K +16,888 +29%
RMP
795
Richards, Merrill & Peterson
Washington
$2.08M +$23.7K +846 +1%
SIC
796
Salem Investment Counselors
North Carolina
$2.05M -$49.9K -1,783 -2%
CGL
797
Clarius Group LLC
Washington
$2.05M +$627K +22,440 +44%
DAS
798
Diversify Advisory Services
Utah
$2.05M +$840K +32,451 +69%
TAM
799
Townsend Asset Management
North Carolina
$2.05M -$185K -6,599 -8%
BWP
800
BlueStem Wealth Partners
Minnesota
$2.04M +$148K +5,294 +8%
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