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
FA
1426
Flagstar Advisors
New York
$303K
MAM
1427
Milestone Asset Management
Pennsylvania
$302K
OL
1428
Owen LaRue
Kentucky
$300K
MSG
1429
Main Street Group
Virginia
$299K
CSC
1430
Caldwell Sutter Capital
California
$298K
HWM
1431
Heirloom Wealth Management
Colorado
$297K
QWP
1432
Quotient Wealth Partners
Texas
$296K
SMF
1433
Scott Marsh Financial
Utah
$296K
SNBOSCI
1434
Security National Bank of Sioux City Iowa
Iowa
$293K
CGA
1435
Crescent Grove Advisors
Illinois
$292K
LWM
1436
Lodestone Wealth Management
Washington
$292K
CTWM
1437
Cherry Tree Wealth Management
Minnesota
$289K
LGWM
1438
Litman Gregory Wealth Management
California
$289K
WDC
1439
Woodward Diversified Capital
California
$289K
CFG
1440
Copley Financial Group
California
$289K
BHBT
1441
Burke & Herbert Bank & Trust
Virginia
$288K
FWM
1442
Finer Wealth Management
Massachusetts
$287K
AFA
1443
Alpha Financial Advisors
North Carolina
$287K
NWM
1444
Northcape Wealth Management
New York
$286K
HA
1445
HFG Advisors
Ohio
$285K
SA
1446
Strategic Advisors
New York
$284K
TWM
1447
Tanglewood Wealth Management
Texas
$283K
JBA
1448
Johnson Bixby & Associates
Washington
$281K
GAA
1449
Global Assets Advisory
Florida
$280K
EFMC
1450
Empire Financial Management Company
New York
$280K