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
RWM
1451
Revisor Wealth Management
Ohio
$280K
DAM
1452
Delta Asset Management
Tennessee
$280K
BTI
1453
Blue Trust Inc
Georgia
$280K
MFC
1454
Morris Financial Concepts
South Carolina
$279K
MSCM
1455
McElhenny Sheffield Capital Management
Texas
$279K
CCM
1456
Charter Capital Management
Wisconsin
$278K
FGC
1457
Financial Gravity Companies
Texas
$277K
IF
1458
Integrity Financial
Wyoming
$277K
SAM
1459
Seelaus Asset Management
New Jersey
$277K
TC
1460
Tenret Company
Florida
$276K
SGI
1461
Summit Global Investments
Utah
$276K
EF
1462
Empowered Funds
Pennsylvania
$276K
CIM
1463
Cambria Investment Management
California
$276K
ERIC
1464
Eagle Rock Investment Company
Georgia
$275K
MW
1465
MBL Wealth
North Carolina
$275K
JHCP
1466
Jackson Hole Capital Partners
Oklahoma
$275K
RP
1467
Rice Partnership
Hawaii
$274K
UF
1468
Univest Financial
Pennsylvania
$273K
TCOV
1469
Trust Company of Vermont
Vermont
$272K
HAC
1470
Harbor Advisory Corp
New Hampshire
$271K
FWP
1471
Firethorn Wealth Partners
Georgia
$270K
SIC
1472
Samalin Investment Counsel
New York
$270K
DOA
1473
D'Orazio & Associates
Virginia
$268K
RWA
1474
River Wealth Advisors
Pennsylvania
$268K
FM
1475
Foster & Motley
Ohio
$268K