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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 %
DWM
1151
Destination Wealth Management
California
$644K +$59.3K +2,121 +10%
RPGK
1152
Retirement Planning Group (Kansas)
Kansas
$643K -$195K -6,978 -23%
JFG
1153
Jefferies Financial Group
New York
$643K – – –
AFW
1154
Avantra Family Wealth
Pennsylvania
$643K -$32.2K -1,152 -5%
TC
1155
Trilogy Capital
California
$642K +$75.3K +2,694 +13%
FC
1156
Fulcrum Capital
Washington
$640K -$3.08K -110 -0.5%
CAWM
1157
Capital Advisors Wealth Management
Washington
$638K +$54.2K +1,940 +9%
TRCT
1158
Tower Research Capital (TRC)
New York
$635K +$635K +22,727 New
DWA
1159
Delap Wealth Advisory
Oregon
$635K -$14K -502 -2%
GAM
1160
Gemmer Asset Management
California
$634K – – –
AA
1161
AlphaQ Advisors
Florida
$634K +$22.3K +799 +4%
FFM
1162
Forum Financial Management
Illinois
$634K +$57.4K +2,054 +10%
DOA
1163
D'Orazio & Associates
Virginia
$631K -$203K -7,271 -24%
LC
1164
LCNB Corp
Ohio
$629K +$9.09K +325 +1%
BIM
1165
Baldwin Investment Management
Pennsylvania
$628K -$132K -4,715 -17%
VPIM
1166
Vanguard Personalized Indexing Management
California
$628K +$2.01K +72 +0.3%
SL
1167
Salomon & Ludwin
Virginia
$628K -$4.73K -169 -0.7%
BWA
1168
Bordeaux Wealth Advisors
California
$628K +$17.4K +623 +3%
PA
1169
Promethium Advisors
Maryland
$624K -$48.9K -1,749 -7%
OFS
1170
OMC Financial Services
New York
$623K +$28.6K +1,022 +5%
D.E. Shaw & Co
1171
D.E. Shaw & Co
New York
$622K +$622K +22,258 New
CLP
1172
Charis Legacy Partners
Texas
$616K +$616K +22,042 New
FW
1173
Fairway Wealth
Ohio
$614K – – –
MCCP
1174
Mission Creek Capital Partners
California
$613K -$4.95K -177 -0.8%
LA
1175
Lane & Associates
New Jersey
$612K +$188K +6,732 +44%
45 46
47
48 49