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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 %
VAS
1076
Valicenti Advisory Services
New York
$786K +$11.6K +416 +2%
DFG
1077
Delta Financial Group
New Jersey
$786K +$196K +6,993 +33%
VAG
1078
VisionPoint Advisory Group
Texas
$785K +$785K +28,084 New
LWM
1079
Level Wealth Management
North Carolina
$782K +$3.78K +135 +0.5%
BF
1080
Bonfire Financial
Colorado
$781K – – –
SWA
1081
Strategies Wealth Advisors
Michigan
$780K +$56 +2 +0%
FCH
1082
Freestone Capital Holdings
Washington
$778K -$605K -21,621 -44%
SFG
1083
Sage Financial Group
Pennsylvania
$775K -$63.5K -2,271 -8%
KFP
1084
KMG Fiduciary Partners
Ohio
$762K +$4.25K +152 +0.6%
TPW
1085
Tiller Private Wealth
Pennsylvania
$759K +$200K +7,154 +36%
TPW
1086
Transatlantique Private Wealth
New York
$757K +$36.8K +1,317 +5%
BPWM
1087
Badgley Phelps Wealth Managers
Washington
$753K -$26.8K -958 -3%
BAAM
1088
Baker Avenue Asset Management
California
$753K +$169K +6,057 +29%
PA
1089
Prossimo Advisors
California
$750K – – –
SAM
1090
Sawgrass Asset Management
Florida
$745K +$10.1K +360 +1%
WCWM
1091
Wooster Corthell Wealth Management
Connecticut
$744K +$185K +6,610 +33%
WCM
1092
Weik Capital Management
Pennsylvania
$744K +$120K +4,275 +19%
BCMLT
1093
Beacon Capital Management LLC (Tennessee)
Tennessee
$743K -$54.9K -1,964 -7%
RRWA
1094
Rainey & Randall Wealth Advisors
Florida
$740K +$3.86K +138 +0.5%
SWRP
1095
Summit Wealth & Retirement Planning
California
$736K +$4.11K +147 +0.6%
MSA
1096
McAlister Sweet & Associates
Texas
$733K +$733K +26,233 New
GWM
1097
Greenhouse Wealth Management
Connecticut
$733K +$2.68K +96 +0.4%
TCM
1098
Traynor Capital Management
Pennsylvania
$733K +$196K +7,009 +37%
EIP
1099
Ellis Investment Partners
Pennsylvania
$729K +$54K +1,933 +8%
BIG
1100
Builder Investment Group
Georgia
$728K +$615 +22 +0.1%
42 43
44
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