Schwab US Dividend Equity ETF
SCHD
SCHD
1,763 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 826 increasing their positions, 627 reducing their positions, and 113 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
1,763
Holders Change
-22
Holders Change %
-1.23%
% of All Funds
23.63%
Holding in Top 10
241
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-14.54%
% of All Funds
3.23%
New
130
Increased
826
Reduced
627
Closed
113
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M
Top Buyers
| 1 |
DP
DDD Partners
Bellevue,
Washington
|
+$30.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.7M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$23.6M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$22.8M |
| 5 |
KFP
Keystone Financial Planning
Cleveland,
Ohio
|
+$22.6M |
Top Sellers
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$519M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$295M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$97.6M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$97.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$72.9M |
