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
FPCG
1401
Forum Private Client Group
Indiana
$325K
MAG
1402
Members Advisory Group
New York
$324K
VWM
1403
Vigilare Wealth Management
Arizona
$324K
SIC
1404
Sage Investment Counsel
Tennessee
$322K
NAM
1405
NorthCrest Asset Manangement
Minnesota
$321K
BSCCG
1406
Blue Sky Capital Consultants Group
California
$321K
JCM
1407
J2 Capital Management
Michigan
$321K
PWM
1408
PTM Wealth Management
United States
$321K
KA
1409
Klingman & Associates
New York
$319K
FFA
1410
Fairfield Financial Advisors
Massachusetts
$318K
WTC
1411
WhitTier Trust Company
Nevada
$318K
CWA
1412
Cascade Wealth Advisors
Washington
$317K
DLCIG
1413
D.L. Carlson Investment Group
New Hampshire
$316K
FBC
1414
Fairfield, Bush & Co
Connecticut
$315K
SW
1415
SkyOak Wealth
Michigan
$315K
PWA
1416
Principia Wealth Advisory
Texas
$312K
SPWM
1417
Straight Path Wealth Management
Michigan
$312K
WG
1418
Welch Group
Alabama
$311K
LFP
1419
Leeward Financial Partners
Washington
$309K
GAM
1420
Grandview Asset Management
Pennsylvania
$307K
FFG
1421
Frisch Financial Group
New York
$307K
ONB
1422
Old National Bancorp
Indiana
$306K
FC
1423
Forte Capital
New York
$306K
PAM
1424
Pegasus Asset Management
New York
$304K
PBO
1425
Peoples Bank (Ohio)
Ohio
$304K