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 %
CTWM
1426
Cherry Tree Wealth Management
Minnesota
$289K -$129K -4,861 -31%
LGWM
1427
Litman Gregory Wealth Management
California
$289K +$1.96K +74 +0.7%
WDC
1428
Woodward Diversified Capital
California
$289K -$13.4K -504 -4%
CFG
1429
Copley Financial Group
California
$289K -$53.7K -2,026 -16%
BHBT
1430
Burke & Herbert Bank & Trust
Virginia
$288K +$288K +10,885 New
FWM
1431
Finer Wealth Management
Massachusetts
$287K -$51.8K -1,956 -15%
AFA
1432
Alpha Financial Advisors
North Carolina
$287K +$2.78K +105 +1%
NWM
1433
Northcape Wealth Management
New York
$286K
HA
1434
HFG Advisors
Ohio
$285K
SA
1435
Strategic Advisors
New York
$284K -$120K -4,531 -30%
TWM
1436
Tanglewood Wealth Management
Texas
$283K
JBA
1437
Johnson Bixby & Associates
Washington
$281K
GAA
1438
Global Assets Advisory
Florida
$280K -$52.6K -1,943 -16%
EFMC
1439
Empire Financial Management Company
New York
$280K -$1.62K -61 -0.6%
RWM
1440
Revisor Wealth Management
Ohio
$280K -$219K -7,976 -44%
DAM
1441
Delta Asset Management
Tennessee
$280K +$1.33K +50 +0.5%
BTI
1442
Blue Trust Inc
Georgia
$280K -$491K -18,533 -64%
MFC
1443
Morris Financial Concepts
South Carolina
$279K
MSCM
1444
McElhenny Sheffield Capital Management
Texas
$279K
CCM
1445
Charter Capital Management
Wisconsin
$278K +$278K +10,496 New
FGC
1446
Financial Gravity Companies
Texas
$277K +$277K +10,450 New
IF
1447
Integrity Financial
Wyoming
$277K +$277K +10,444 New
SAM
1448
Seelaus Asset Management
New Jersey
$277K -$132K -4,992 -32%
TC
1449
Tenret Company
Florida
$276K
SGI
1450
Summit Global Investments
Utah
$276K -$154K -5,829 -36%