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 %
CWA
1401
Cascade Wealth Advisors
Washington
$317K +$317K +11,802 New
DLCIG
1402
D.L. Carlson Investment Group
New Hampshire
$316K +$70K +2,640 +28%
FBC
1403
Fairfield, Bush & Co
Connecticut
$315K +$315K +11,886 New
SW
1404
SkyOak Wealth
Michigan
$315K +$610 +23 +0.2%
PWA
1405
Principia Wealth Advisory
Texas
$312K +$312K +11,781 New
SPWM
1406
Straight Path Wealth Management
Michigan
$312K -$8.67K -327 -3%
WG
1407
Welch Group
Alabama
$311K +$96K +3,624 +45%
LFP
1408
Leeward Financial Partners
Washington
$309K +$309K +11,650 New
GAM
1409
Grandview Asset Management
Pennsylvania
$307K -$14.8K -559 -5%
FFG
1410
Frisch Financial Group
New York
$307K +$31K +1,168 +11%
ONB
1411
Old National Bancorp
Indiana
$306K -$59.2K -2,235 -16%
FC
1412
Forte Capital
New York
$306K +$67.5K +2,548 +28%
PAM
1413
Pegasus Asset Management
New York
$304K -$8.72K -329 -3%
PBO
1414
Peoples Bank (Ohio)
Ohio
$304K -$1.75M -66,038 -85%
FA
1415
Flagstar Advisors
New York
$303K +$13.4K +506 +5%
MAM
1416
Milestone Asset Management
Pennsylvania
$302K
OL
1417
Owen LaRue
Kentucky
$300K +$2.92K +110 +1%
MSG
1418
Main Street Group
Virginia
$299K +$50.1K +1,889 +20%
CSC
1419
Caldwell Sutter Capital
California
$298K +$18.8K +711 +7%
HWM
1420
Heirloom Wealth Management
Colorado
$297K -$49.3K -1,860 -14%
QWP
1421
Quotient Wealth Partners
Texas
$296K +$296K +11,184 New
SMF
1422
Scott Marsh Financial
Utah
$296K +$296K +11,168 New
SNBOSCI
1423
Security National Bank of Sioux City Iowa
Iowa
$293K
CGA
1424
Crescent Grove Advisors
Illinois
$292K +$2.25K +85 +0.8%
LWM
1425
Lodestone Wealth Management
Washington
$292K +$44.1K +1,664 +18%