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
LSPW
1501
Lake Street Private Wealth
Illinois
$250K
OWA
1502
Outlook Wealth Advisors
Texas
$250K
MIM
1503
Marco Investment Management
Georgia
$248K
CRWM
1504
Castle Rock Wealth Management
California
$248K
KFGK
1505
Keystone Financial Group (Kentucky)
Kentucky
$247K
PSP
1506
Pacific Sage Partners
Washington
$247K
ARC
1507
Advisor Resource Council
Texas
$247K
QWM
1508
Quadcap Wealth Management
Texas
$245K
HAM
1509
Harmony Asset Management
Arizona
$245K
AW
1510
Alteri Wealth
California
$242K
WA
1511
Wealth Architects
California
$241K
WAS
1512
WESPAC Advisors SoCal
California
$240K
Vontobel Holding
1513
Vontobel Holding
Switzerland
$240K
DIA
1514
Dana Investment Advisors
Wisconsin
$239K
ACM
1515
Avos Capital Management
Washington
$239K
WDL
1516
Well Done LLC
Michigan
$239K
AAS
1517
Annex Advisory Services
Wisconsin
$238K
BLC
1518
Brown, Lisle/Cummings
Rhode Island
$237K
BRWM
1519
Blue Rock Wealth Management
North Carolina
$237K
PWM
1520
Provident Wealth Management
Tennessee
$236K
SWA
1521
Serenus Wealth Advisors
California
$235K
TCMP
1522
Thrive Capital Management (Pennsylvania)
Pennsylvania
$235K
LFA
1523
Laraway Financial Advisors
Minnesota
$235K
CG
1524
Clifford Group
Massachusetts
$235K
SLC
1525
Second Line Capital
Louisiana
$235K