SCHD icon

Schwab US Dividend Equity ETF

1,782 hedge funds and large institutions have $21.1B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 832 increasing their positions, 633 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.79% less ownership

Funds ownership: 34.29%30.5% (-3.8%)

13% less capital invested

Capital invested by funds: $24.2B → $21.1B (-$3.15B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$71.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLCM
1226
KG&L Capital Management
Louisiana
$501K
FCP
1227
Fidelis Capital Partners
Florida
$499K
M1FG
1228
Mach-1 Financial Group
Arkansas
$498K
RMC
1229
Ring Mountain Capital
California
$497K
SPA
1230
Sentinel Pension Advisors
Massachusetts
$494K
NAS
1231
Nicolet Advisory Services
Wisconsin
$493K
PP
1232
PDS Planning
Ohio
$490K
OFS
1233
Oldfather Financial Services
Nebraska
$490K
CT
1234
Colonial Trust
South Carolina
$489K
SWA
1235
Sightline Wealth Advisors
Connecticut
$485K
DWM
1236
Destination Wealth Management
California
$484K
TA
1237
TFG Advisers
Michigan
$484K
SAM
1238
Strategy Asset Managers
California
$483K
CWG
1239
Cornerstone Wealth Group
North Carolina
$482K
ALWM
1240
Andrews Lucia Wealth Management
California
$482K
MA
1241
Mezzasalma Advisors
New Jersey
$482K
LCM
1242
Leisure Capital Management
California
$482K
PIA
1243
Pinion Investment Advisors
Kansas
$481K
KWS
1244
Keystone Wealth Services
California
$481K
WC
1245
Wolfstich Capital
Massachusetts
$478K
UWPG
1246
Ullmann Wealth Partners Group
Florida
$476K
MG
1247
Mather Group
Illinois
$473K
GGI
1248
Godsey & Gibb Inc
Virginia
$472K
OFG
1249
Omega Financial Group
California
$469K
AWM
1250
Angeles Wealth Management
California
$468K