SCHD icon

Schwab US Dividend Equity ETF

1,761 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 826 increasing their positions, 627 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-24
Holders Change %
-1.34%
% of All Funds
23.61%
Holding in Top 10
240
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.89%
% of All Funds
3.22%
New
128
Increased
826
Reduced
627
Closed
113
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1201
Covington Investment Advisors
Pennsylvania
$527K +$22.7K +855 +4%
HA
1202
Herold Advisors
New York
$526K +$6.68K +252 +1%
BWP
1203
Bernardo Wealth Planning
Pennsylvania
$525K +$156K +5,889 +42%
CCP
1204
Clarkston Capital Partners
Michigan
$522K -$477 -18 -0.1%
BAAM
1205
Baker Avenue Asset Management
California
$521K -$192K -7,245 -27%
CP
1206
Creekside Partners
California
$520K +$210K +7,919 +68%
CSI
1207
Cross Staff Investments
New York
$520K
MAA
1208
Matrix Asset Advisors
New York
$519K +$371 +14 +0.1%
OWP
1209
Obermeyer Wealth Partners
Colorado
$518K -$133 -5 -0%
AIM
1210
Aspen Investment Management
Michigan
$517K +$67.2K +2,537 +15%
ZIM
1211
Zacks Investment Management
Illinois
$516K -$530K -20,013 -51%
SHA
1212
Seneca House Advisors
Virginia
$508K +$24.1K +909 +5%
AFS
1213
Access Financial Services
Minnesota
$508K -$66.8K -2,519 -12%
PMSA
1214
Patrick M. Sweeney & Associates
Illinois
$507K +$76.3K +2,790 +18%
WT
1215
Whittier Trust
California
$504K
CPA
1216
Cardiff Park Advisors
California
$503K -$524K -19,767 -51%
MHR
1217
Matthew Hamilton Rosenberg
$501K +$99.4K +3,752 +25%
KLCM
1218
KG&L Capital Management
Louisiana
$501K +$195K +7,376 +64%
FCP
1219
Fidelis Capital Partners
Florida
$499K
M1FG
1220
Mach-1 Financial Group
Arkansas
$498K -$174K -6,578 -26%
RMC
1221
Ring Mountain Capital
California
$497K -$1.16K -43 -0.2%
SPA
1222
Sentinel Pension Advisors
Massachusetts
$494K -$155K -5,833 -24%
NAS
1223
Nicolet Advisory Services
Wisconsin
$493K +$493K +18,701 New
PP
1224
PDS Planning
Ohio
$490K -$11.2K -423 -2%
OFS
1225
Oldfather Financial Services
Nebraska
$490K -$67.9K -2,564 -12%