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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,785 hedge funds and large institutions have $24.2B invested in Schwab US Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 891 increasing their positions, 584 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
24.25%
Holding in Top 10
282
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+6.82%
% of All Funds
3.83%
New
132
Increased
891
Reduced
584
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$826M
2
LPL Financial
LPL Financial
California
$1.08B
3
CAM
Cresset Asset Management
Illinois
$212M
4
AAS
Avantax Advisory Services
Texas
$773M
5
Two Sigma Investments
Two Sigma Investments
New York
$33.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$902M
2
SLI
Sumitomo Life Insurance
Japan
$519M
3
CW
Curio Wealth
Maryland
$90.6K
4
Wells Fargo
Wells Fargo
California
$278M
5
DADC
D.A. Davidson & Co
Montana
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
126
Regimen Wealth
Georgia
$30.4M +$680K +24,323 +2%
CL
127
Choreo LLC
Illinois
$30M -$587K -20,958 -2%
AFA
128
American Financial Advisors
Georgia
$29.9M -$425K -15,212 -1%
DFG
129
Demars Financial Group
Washington
$29.8M +$1M +27,976 +3%
FWM
130
ForthRight Wealth Management
Georgia
$29.6M +$793K +28,356 +3%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$29.6M -$7.96M -271,972 -21%
DWAM
132
Duncan Williams Asset Management
Tennessee
$29.2M +$2.7M +96,435 +10%
HI
133
Hudock Inc
Pennsylvania
$29.1M -$1.05M -37,381 -3%
ACA
134
Aspire Capital Advisors
Washington
$29.1M -$1.39M -49,585 -5%
SCI
135
Silver Coast Investments
United States
$29M -$2.66M -95,047 -8%
BMWS
136
Brady Martz Wealth Solutions
North Dakota
$28.8M -$1.2M -42,926 -4%
SWP
137
Stratos Wealth Partners
Ohio
$28.4M -$1.1M -39,396 -4%
ET
138
Equitable Trust
Tennessee
$28.4M -$1.05M -37,680 -4%
CFP
139
Curran Financial Partners
South Carolina
$28.1M +$2.53M +90,574 +10%
SI
140
Stephens Inc
Arkansas
$27.7M +$1.84M +65,980 +7%
CBA
141
Coastal Bridge Advisors
Connecticut
$27.5M +$27.5M +982,226 New
IPW
142
Intergy Private Wealth
Colorado
$27.2M +$561K +20,047 +2%
RIA
143
Regal Investment Advisors
Michigan
$27M +$5.03M +180,074 +23%
MFG
144
Merit Financial Group
Georgia
$26.7M -$1.35M -48,253 -5%
FCAS
145
First Command Advisory Services
Texas
$26.6M +$2.05M +73,311 +8%
PWP
146
Principle Wealth Partners
Connecticut
$26.5M -$22.4M -802,290 -46%
SA
147
SRH Advisors
Kansas
$26.4M -$1.06M -37,872 -4%
SFA
148
Souders Financial Advisors
Ohio
$26.3M +$1.88M +67,405 +8%
NA
149
NewEdge Advisors
Louisiana
$26.3M +$367K +13,133 +1%
FI
150
Financial Insights
Washington
$25.8M +$1.11M +39,636 +4%
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