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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 %
LS
101
Leelyn Smith
Illinois
$37.9M +$1.69M +60,565 +5%
SFG
102
Sunburst Financial Group
Alabama
$37.5M +$788K +28,192 +2%
NRI
103
NFP Retirement Inc
California
$37.2M +$2.38M +85,225 +7%
BPA
104
Beacon Pointe Advisors
California
$36.6M -$2.89M -103,372 -7%
VVP
105
Venture Visionary Partners
Ohio
$36.1M +$3.15M +112,715 +10%
AssetMark Inc
106
AssetMark Inc
California
$35.8M +$2M +71,476 +6%
PD
107
Planning Directions
Pennsylvania
$35.8M +$3.32M +118,878 +10%
NFW
108
Noble Family Wealth
Florida
$35.5M +$1.89M +67,741 +6%
CWM
109
Cedar Wealth Management
California
$35.4M +$269K +9,610 +0.8%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$34.8M +$5.79M +207,013 +20%
SCM
111
Steele Capital Management
Iowa
$34.2M -$27K -966 -0.1%
FFS
112
Founders Financial Securities
Maryland
$34M +$798K +30,959 +2%
Two Sigma Investments
113
Two Sigma Investments
New York
$33.8M +$33.8M +1,207,941 New
VDI
114
Vaughan David Investments
Illinois
$33.7M -$120K -4,288 -0.4%
WAM
115
WFA Asset Management
Wisconsin
$33.6M -$39.1M -484,728 -54%
PCG
116
Prosperity Consulting Group
Maryland
$33.2M +$3M +107,249 +10%
SIM
117
Stratos Investment Management
Ohio
$33.2M +$8.54M +305,532 +35%
LPAM
118
Lodestar Private Asset Management
California
$33.2M +$1.2M +42,978 +4%
BCM
119
Brookstone Capital Management
Illinois
$32M +$18.7M +668,645 +141%
CFS
120
CRA Financial Services
New Jersey
$31.6M +$1.69M +60,274 +6%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$31.2M +$1.14M +40,671 +4%
HI
122
Horizon Investments
North Carolina
$31.1M -$704K -25,190 -2%
NFG
123
Nadler Financial Group
Illinois
$30.8M +$116K +4,143 +0.4%
KBFS
124
Kohmann Bosshard Financial Services
Ohio
$30.7M -$579K -20,692 -2%
AFP
125
Ausdal Financial Partners
Iowa
$30.5M +$1.58M +56,357 +5%
3 4
5
6 7