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 %
PK
1326
Pflug Koory
Nebraska
$415K -$42.5K -1,519 -9%
SP
1327
Successful Portfolios
Florida
$415K -$6.49K -232 -2%
4A
1328
4Wealth Advisors
Illinois
$413K -$100K -3,583 -20%
PMFA
1329
Plante Moran Financial Advisors
Michigan
$413K +$19K +681 +5%
NCFG
1330
New Century Financial Group
New Jersey
$410K -$52.2K -1,867 -11%
FHA
1331
First Horizon Advisors
Tennessee
$409K +$368K +13,152 +895%
CQWA
1332
Chokshi & Queen Wealth Advisors
California
$409K -$31.2K -1,115 -7%
SA
1333
Strategic Advocates
Utah
$409K -$20.9K -746 -5%
GA
1334
GoalVest Advisory
New York
$408K -$12K -429 -3%
SLA
1335
Silver Lake Advisory
Utah
$407K +$6.1K +218 +2%
SIAP
1336
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$405K +$405K +14,472 New
FAN
1337
Financial Advisors Network
California
$404K -$17.9K -639 -4%
CWM
1338
Castle Wealth Management
Florida
$403K +$112 +4 +0%
BI
1339
Ballast Inc
Kentucky
$403K
TFM
1340
Trademark Financial Management
Minnesota
$403K -$15K -537 -4%
AIC
1341
Argus Investors Counsel
New York
$402K -$53.4K -1,909 -12%
LFA
1342
Legacy Financial Advisors
Kentucky
$401K -$25.8K -922 -6%
HWMO
1343
Heritage Wealth Management (Ohio)
Ohio
$400K +$9.17K +328 +2%
ATPW
1344
Ashton Thomas Private Wealth
Arizona
$399K +$5.7K +204 +1%
WE
1345
Wealth Effects
Massachusetts
$399K -$1.59K -57 -0.4%
BSCCG
1346
Blue Sky Capital Consultants Group
California
$398K +$1.85K +66 +0.5%
PA
1347
Procyon Advisors
Connecticut
$398K -$35.8K -1,280 -8%
PHWM
1348
Pine Harbor Wealth Management
Maryland
$397K
DJSG
1349
D.J. St. Germain
Massachusetts
$397K -$26.2K -937 -6%
TWM
1350
Topsail Wealth Management
North Carolina
$395K