SCHD icon

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 %
AIA
76
Allied Investment Advisors
Montana
$43.3M 1,632,590 +101,274 +7%
RCM
77
Richardson Capital Management
Wisconsin
$43M 1,622,840 +186,892 +13%
SIG
78
Spinnaker Investment Group
California
$42.8M 1,615,970 -121,411 -7%
WA
79
Waverly Advisors
Alabama
$41.9M 1,582,325 -11,731 -0.7%
SAM
80
Securian Asset Management
Minnesota
$41.9M 1,581,000 – –
CIBC World Market
81
CIBC World Market
Ontario, Canada
$41.1M 1,551,276 +891,723 +135%
PA
82
Pinnacle Associates
New York
$40.5M 1,527,743 -40,631 -3%
NQWM
83
Northwest Quadrant Wealth Management
Oregon
$40.4M 1,525,168 +27,459 +2%
WFS
84
Walker Financial Services
Kentucky
$40.4M 1,522,859 +114,481 +8%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$40.1M 1,511,923 +25,465 +2%
William Blair & Company
86
William Blair & Company
Illinois
$39.3M 1,483,361 -23,796 -2%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$39.2M 1,479,211 +11,131 +0.8%
AF
88
Apexium Financial
Texas
$38.6M 1,457,109 +100,139 +7%
EA
89
Evergreen Advisors
Tennessee
$38.3M 1,444,389 +4,122 +0.3%
HWM
90
HB Wealth Management
Georgia
$38.2M 1,439,980 -84,123 -6%
LS
91
Leelyn Smith
Illinois
$37.7M 1,423,540 +68,509 +5%
SFG
92
Sunburst Financial Group
Alabama
$36.7M 1,383,074 +42,964 +3%
BPA
93
Beacon Pointe Advisors
California
$36.3M 1,369,767 +61,697 +5%
CL
94
Choreo LLC
Illinois
$35.2M 1,328,370 +257,583 +24%
SI
95
Stephens Inc
Arkansas
$34.9M 1,318,633 +328,371 +33%
NRI
96
NFP Retirement Inc
California
$34.9M 1,317,410 -14,398 -1%
PD
97
Planning Directions
Pennsylvania
$34.6M 1,307,298 +27,216 +2%
NFW
98
Noble Family Wealth
Florida
$34.2M 1,288,865 +18,886 +1%
CWM
99
Cedar Wealth Management
California
$34.1M 1,285,407 +18,876 +1%
FPAS
100
Focus Partners Advisor Solutions
Missouri
$33.9M 1,280,742 -177,603 -12%
2 3
4
5 6