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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,751 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 823 increasing their positions, 623 reducing their positions, and 114 closing their positions.

Holders
1,751
Holders Change
-34
Holders Change %
-1.9%
% of All Funds
23.52%
Holding in Top 10
239
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-15.25%
% of All Funds
3.21%
New
126
Increased
823
Reduced
623
Closed
114
Calls
$73.7M
Puts
$46.7M
Net Calls
+$27M
Net Calls Change
-$47.7M

Top Buyers

1
RWM
1
RMG Wealth Management
Wisconsin
$133M
2
DP
2
DDD Partners
Washington
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$41.1M
5
PAS
5
Park Avenue Securities
New York
$22.8M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$0
2
OWM
2
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
3
Bank of America
North Carolina
$757M
4
Raymond James Financial
4
Raymond James Financial
Florida
$464M
5
Ameriprise
5
Ameriprise
Minnesota
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
CBA
126
Coastal Bridge Advisors
Connecticut
$27M 1,020,323 +38,097 +4%
HI
127
Hudock Inc
Pennsylvania
$26.9M 1,014,366 -27,454 -3%
TPCW
128
TD Private Client Wealth
New York
$26.6M 1,004,274 +150,507 +18%
RIA
129
Regal Investment Advisors
Michigan
$26.4M 996,545 +32,644 +3%
IPW
130
Intergy Private Wealth
Colorado
$26.3M 992,513 +18,504 +2%
AF
131
Advisornet Financial
Minnesota
$26.2M 987,028 +99,416 +11%
FFS
132
Founders Financial Securities
Maryland
$26.1M 986,197 -333,334 -25%
SFA
133
Souders Financial Advisors
Ohio
$26M 982,022 +40,344 +4%
SWP
134
Stratos Wealth Partners
Ohio
$25.9M 978,581 -37,277 -4%
MFG
135
Merit Financial Group
Georgia
$25.7M 968,544 +14,437 +2%
HCM
136
Hengehold Capital Management
Ohio
$25.3M 956,120 +45,542 +5%
SCI
137
Silver Coast Investments
United States
$25.3M 954,063 -82,172 -8%
PWP
138
Principle Wealth Partners
Connecticut
$25.2M 950,714 +2,863 +0.3%
WMWM
139
Whitaker-Myers Wealth Managers
Ohio
$25.2M 950,145 +51,041 +6%
WMR
140
Wealth Management Resources
Rhode Island
$25M 944,248 +71,842 +8%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$24.9M 961,956 -953,886 -50%
SA
142
SRH Advisors
Kansas
$24.5M 926,301 -16,251 -2%
PCM
143
Presidio Capital Management
California
$24.5M 925,274 -471,138 -34%
FI
144
Financial Insights
Washington
$24.1M 908,983 -15,360 -2%
HI
145
Horizon Investments
North Carolina
$24M 906,123 -205,291 -18%
ET
146
Equitable Trust
Tennessee
$24M 904,156 -111,061 -11%
NDSI
147
Newman Dignan & Sheerar Inc
Rhode Island
$23.9M 903,333 +24,784 +3%
ACA
148
Aspire Capital Advisors
Washington
$23.9M 901,858 -138,202 -13%
SPC
149
Sigma Planning Corp
Michigan
$23.7M 895,068 +12,224 +1%
ECML
150
Eagle Capital Management (Louisiana)
Louisiana
$23.7M 894,919 +30,320 +4%
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