SCHD icon

Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1276
Evercore Wealth Management
New York
$467K -$14K -500 -3%
RMDI
1277
R.M. Davis Inc
Maine
$466K -$37.7K -1,350 -7%
1SB
1278
1ST Source Bank
Indiana
$466K +$30.9K +1,104 +7%
ZRP
1279
Zynergy Retirement Planning
New Jersey
$463K +$312K +11,408 +206%
OFG
1280
Omega Financial Group
California
$463K +$107K +3,839 +30%
DWT
1281
Dorsey & Whitney Trust
South Dakota
$462K -$2.77K -99 -0.6%
HOWA
1282
Heritage Oak Wealth Advisors
Florida
$459K +$6.85K +245 +2%
VWM
1283
Vigilare Wealth Management
Arizona
$459K +$199K +7,109 +76%
CCAM
1284
Cascades Capital Asset Management
North Carolina
$457K +$457K +16,350 New
CCA
1285
Carrera Capital Advisors
Michigan
$456K +$17.4K +621 +4%
SGI
1286
Summit Global Investments
Utah
$454K -$10.4M -372,521 -96%
WHG
1287
Westwood Holdings Group
Texas
$452K
SIC
1288
Sage Investment Counsel
Tennessee
$452K +$175K +6,250 +63%
SWA
1289
Sax Wealth Advisors
New Jersey
$450K +$243K +8,686 +117%
LRPA
1290
L. Roy Papp & Associates
Arizona
$450K
ICCON
1291
Investment Counsel Company of Nevada
Nevada
$449K -$8.5K -304 -2%
WA
1292
Wealthstar Advisors
Texas
$447K
KWM
1293
Kingsman Wealth Management
Florida
$446K +$446K +15,954 New
NFC
1294
Northeast Financial Consultants
Connecticut
$446K
HP
1295
Holistic Planning
Texas
$445K +$5.23K +187 +1%
SWMG
1296
Sanchez Wealth Management Group
Florida
$443K
CTWM
1297
Cherry Tree Wealth Management
Minnesota
$441K +$17.6K +631 +4%
PCA
1298
Prosperity Capital Advisors
Ohio
$441K +$76.4K +2,740 +21%
BWM
1299
Brown Wealth Management
Illinois
$441K
RWB
1300
RMR Wealth Builders
New Jersey
$441K +$31.5K +1,126 +8%