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 %
LWM
1126
Lyell Wealth Management
California
$682K -$46.1K -1,648 -6%
BAG
1127
Bridgewealth Advisory Group
California
$682K -$7.5M -268,368 -92%
AP
1128
Appleton Partners
Massachusetts
$681K -$6.99K -250 -1%
CC
1129
Cypress Capital
Tennessee
$679K -$19.7K -703 -3%
FC
1130
Fusion Capital
South Carolina
$678K -$56.8K -2,031 -8%
SHJ
1131
Sharkey, Howes & Javer
Colorado
$678K -$27.6K -987 -4%
EI
1132
Ellevest Inc
New York
$678K -$51.5K -1,842 -7%
MC
1133
Moors & Cabot
Massachusetts
$677K +$78K +2,789 +13%
BCG
1134
Breakwater Capital Group
New Jersey
$674K -$36.2K -1,293 -5%
BCM
1135
Brasada Capital Management
Texas
$670K -$24.9K -1,023 -4%
LF
1136
LifePlan Financial
Minnesota
$669K -$49.5K -1,772 -7%
DWMS
1137
Dominguez Wealth Management Solutions
Virginia
$668K +$2.15K +77 +0.3%
MFG
1138
Magnus Financial Group
New York
$661K +$30K +1,074 +5%
WCM
1139
Wealthcare Capital Management
Virginia
$660K +$660K +23,610 New
SA
1140
Stewardship Advisors
Pennsylvania
$657K -$701K -25,074 -52%
SPWM
1141
Schrum Private Wealth Management
Florida
$657K -$141K -5,049 -18%
ORC
1142
O'Rourke & Company
Massachusetts
$657K +$86.9K +3,107 +15%
FWA
1143
FSM Wealth Advisors
Ohio
$655K +$2.1K +75 +0.3%
BNP Paribas Financial Markets
1144
BNP Paribas Financial Markets
France
$655K +$655K +23,415 New
CAM
1145
Carret Asset Management
New York
$653K +$92.3K +3,301 +16%
FPGT
1146
Financial Partners Group (Tennessee)
Tennessee
$651K +$2.01K +72 +0.3%
Federated Hermes
1147
Federated Hermes
Pennsylvania
$651K +$11.9K +424 +2%
CPIA
1148
Cornell Pochily Investment Advisors
New York
$646K -$49.5K -1,772 -7%
FFC
1149
First Financial Corp
Indiana
$644K -$44.9K -1,605 -7%
SAM
1150
SP Asset Management
California
$644K +$5.73K +205 +0.9%