SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FC
826
Fairscale Capital
New Hampshire
$1.82M +$133K +4,740 +8%
CPA
827
Cathy Pareto & Associates
Florida
$1.81M -$152K -5,445 -8%
Squarepoint
828
Squarepoint
New York
$1.81M +$86.6K +3,096 +5%
PA
829
Planning Alternatives
Michigan
$1.81M -$54.7K -1,955 -3%
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$1.8M +$178K +6,614 +11%
APW
831
Aurora Private Wealth
New Jersey
$1.78M +$1.59K +57 +0.1%
CFP
832
Comprehensive Financial Planning
Pennsylvania
$1.77M -$1.59K -57 -0.1%
HNB
833
Huntington National Bank
Ohio
$1.77M -$2.25M
KWA
834
Kingswood Wealth Advisors
California
$1.76M -$155K -5,554 -8%
O3W
835
Omni 360 Wealth
New Jersey
$1.76M -$137K -4,913 -7%
KA
836
Kovack Advisors
Florida
$1.73M +$78.2K +2,796 +5%
National Bank of Canada
837
National Bank of Canada
Quebec, Canada
$1.72M -$339K -12,128 -16%
FC
838
Fjell Capital
North Dakota
$1.71M -$357K -12,778 -17%
Vanguard Group
839
Vanguard Group
Pennsylvania
$1.7M +$107K +3,842 +7%
PAG
840
Private Advisory Group
Washington
$1.7M -$78.3K -2,801 -4%
EAM
841
Evanson Asset Management
California
$1.7M +$112K +4,002 +7%
WP
842
WealthShield Partners
North Carolina
$1.69M +$120K +4,290 +8%
MA
843
MAS Advisors
Florida
$1.68M +$125K +4,455 +8%
WFG
844
Wills Financial Group
Virginia
$1.67M +$26.8K +958 +2%
BDFN
845
Bond & Devick Financial Network
Minnesota
$1.67M +$1.2M +42,950 +258%
CWA
846
Core Wealth Advisors
Florida
$1.66M +$167K +5,978 +11%
CIM
847
Corda Investment Management
Texas
$1.65M -$1.71M -61,229 -51%
GFG
848
Grantvest Financial Group
New Jersey
$1.64M -$172K -6,163 -9%
IA
849
Integrity Alliance
Iowa
$1.64M +$1.64M +58,672 New
MA
850
Modus Advisors
Minnesota
$1.63M +$1.99K +71 +0.1%