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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,759 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, 825 increasing their positions, 626 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
-26
Holders Change %
-1.46%
% of All Funds
23.59%
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
825
Reduced
626
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M

Top Buyers

1
DP
DDD Partners
Washington
$31.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$41.1M
4
PAS
Park Avenue Securities
New York
$22.8M
5
KFP
Keystone Financial Planning
Ohio
$168M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$0
2
OWM
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
Bank of America
North Carolina
$757M
4
Raymond James Financial
Raymond James Financial
Florida
$464M
5
Ameriprise
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
101
Venture Visionary Partners
Ohio
$33.7M -$437K -16,476 -1%
MWA
102
MFA Wealth Advisors
Pennsylvania
$33.7M -$5.64M -212,729 -14%
SCM
103
Steele Capital Management
Iowa
$32.4M +$9.89K +373 +0%
FWM
104
ForthRight Wealth Management
Georgia
$31.9M +$3.87M +146,036 +14%
VDI
105
Vaughan David Investments
Illinois
$31.8M -$77.1K -2,909 -0.2%
CFS
106
CRA Financial Services
New Jersey
$31.8M +$1.86M +70,068 +6%
DP
107
DDD Partners
Washington
$31.7M +$30.9M +1,164,306 +3,673%
LPAM
108
Lodestar Private Asset Management
California
$31.1M -$308K -11,622 -1%
PCG
109
Prosperity Consulting Group
Maryland
$31.1M -$367K -13,858 -1%
KMWM
110
Keudell/Morrison Wealth Management
Oregon
$31.1M +$8.45M +319,041 +37%
AAS
111
Ameritas Advisory Services
Nebraska
$31M -$16.4M -617,411 -35%
TLFA
112
True Link Financial Advisors
California
$30.8M -$15.6M -590,510 -34%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$30.8M +$9.18M +346,577 +43%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$30.2M +$688K +25,967 +2%
AWC
115
Adamsbrown Wealth Consultants
Kansas
$30M -$12.6M -475,584 -30%
DWAM
116
Duncan Williams Asset Management
Tennessee
$29.8M +$2.12M +80,085 +8%
AFP
117
Ausdal Financial Partners
Iowa
$29.5M +$590K +22,281 +2%
KBFS
118
Kohmann Bosshard Financial Services
Ohio
$29M -$95.2K -3,591 -0.3%
AFA
119
American Financial Advisors
Georgia
$28.7M +$436K +16,469 +2%
CFP
120
Curran Financial Partners
South Carolina
$28.7M +$2.04M +77,158 +8%
WAM
121
WFA Asset Management
Wisconsin
$28.1M -$4.32M -55,561 -13%
CTC
122
Central Trust Company
Missouri
$27.9M -$11.3M -425,539 -29%
VFP
123
Verus Financial Partners
Virginia
$27.7M +$743K +27,215 +3%
NFG
124
Nadler Financial Group
Illinois
$27.5M -$1.72M -64,866 -6%
FCAS
125
First Command Advisory Services
Texas
$27.3M +$2.1M +79,381 +8%
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