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 %
BHWM
1301
Beaird Harris Wealth Management
Texas
$403K +$398K +15,002 +7,733%
FHA
1302
First Horizon Advisors
Tennessee
$402K +$14.7K +554 +4%
TF
1303
Tenon Financial
New Jersey
$401K +$159 +6 +0%
SWM
1304
Stockman Wealth Management
Montana
$401K -$8.27K -312 -2%
DWM
1305
DKM Wealth Management
California
$399K -$64.7K -2,443 -14%
CFP
1306
Cascade Financial Partners
California
$398K -$160K -6,045 -29%
OA
1307
Oxbow Advisors
Texas
$398K +$70.7K +2,667 +22%
CWA
1308
CM Wealth Advisors
Ohio
$394K
AFAS
1309
Acorn Financial Advisory Services
Virginia
$391K +$93.9K +3,545 +32%
MWA
1310
Midland Wealth Advisors
Illinois
$390K -$94.6K -3,570 -20%
SLA
1311
Silver Lake Advisory
Utah
$389K +$3.66K +138 +0.9%
FAN
1312
Financial Advisors Network
California
$389K +$5.72K +216 +1%
CQWA
1313
Chokshi & Queen Wealth Advisors
California
$387K
OWM
1314
OneAscent Wealth Management
Alabama
$387K -$65.8K -2,484 -15%
GA
1315
GoalVest Advisory
New York
$387K
AIMC
1316
Alley Investment Management Company
Illinois
$386K -$18.6K -701 -5%
SIAP
1317
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$384K +$53 +2 +0%
CWM
1318
Castle Wealth Management
Florida
$382K +$186 +7 +0%
CMS
1319
Capital Market Strategies
Florida
$382K -$35.2K -1,328 -8%
AIC
1320
Argus Investors Counsel
New York
$381K
SP
1321
Successful Portfolios
Florida
$381K -$12.3K -466 -3%
AFA
1322
AA Financial Advisors
Ohio
$381K +$30.1K +1,136 +9%
EW
1323
Element Wealth
Mississippi
$380K +$19.1K +719 +5%
GIM
1324
Glenmede Investment Management
Pennsylvania
$379K +$379K +14,301 New
LFA
1325
Legacy Financial Advisors
Kentucky
$378K -$1.78K -67 -0.5%