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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 %
SVWA
76
Sarver Vrooman Wealth Advisors
Missouri
$46M +$46M +1,643,805 New
AWC
77
Adamsbrown Wealth Consultants
Kansas
$44.9M +$2.07M +73,896 +5%
BF
78
BOK Financial
Oklahoma
$44.9M +$3.37M +120,465 +8%
WA
79
Waverly Advisors
Alabama
$44.6M +$3.21M +114,785 +8%
SAM
80
Securian Asset Management
Minnesota
$44.2M – – –
RWP
81
Reliant Wealth Planning
Kentucky
$44.2M -$113K -4,043 -0.3%
BFS
82
Burkett Financial Services
South Carolina
$44.2M +$1.06M +38,030 +2%
PA
83
Pinnacle Associates
New York
$43.9M -$15.9M -568,005 -27%
AIA
84
Allied Investment Advisors
Montana
$42.8M +$2.14M +76,370 +5%
HWM
85
HB Wealth Management
Georgia
$42.6M +$2.43M +86,824 +6%
GRR
86
Golden Reserve Retirement
Ohio
$42.2M +$42.2M +1,508,128 New
William Blair & Company
87
William Blair & Company
Illinois
$42.1M +$2.49M +89,224 +6%
NQWM
88
Northwest Quadrant Wealth Management
Oregon
$41.9M +$8.65M +309,252 +26%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$41.6M +$802K +28,688 +2%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$41.5M +$1.37M +48,963 +3%
MWA
91
MFA Wealth Advisors
Pennsylvania
$41.5M +$150K +5,364 +0.4%
CTC
92
Central Trust Company
Missouri
$41.4M -$2.59M -92,542 -6%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$41M +$1.63M +58,174 +4%
FPAS
94
Focus Partners Advisor Solutions
Missouri
$40.8M -$58.7K -2,099 -0.1%
EA
95
Evergreen Advisors
Tennessee
$40.3M -$137K -4,889 -0.3%
RCM
96
Richardson Capital Management
Wisconsin
$40.1M +$1.08M +38,737 +3%
WFS
97
Walker Financial Services
Kentucky
$39.4M +$2.81M +100,381 +8%
PCM
98
Presidio Capital Management
California
$39M +$9.62M +343,887 +33%
AWS
99
Atria Wealth Solutions
New York
$38.1M -$80.2K -2,868 -0.2%
AF
100
Apexium Financial
Texas
$37.9M +$1.24M +44,413 +3%
2 3
4
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