SCHD icon

Schwab US Dividend Equity ETF

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 131 funds opening new positions, 891 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+1
Holders Change %
+0.06%
% 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
131
Increased
891
Reduced
585
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1526
Laraway Financial Advisors
Minnesota
$248K +$252 +9 +0.1%
PA
1527
Perennial Advisors
New York
$247K +$247K +8,850 New
TH
1528
Team Hewins
California
$247K -$53.7K -1,920 -18%
RGC
1529
Roberts, Glore & Co
Illinois
$247K
Legacy Financial Group (Iowa)
1530
Legacy Financial Group (Iowa)
Iowa
$246K
HPC
1531
HM Payson & Co
Maine
$245K -$40K -1,429 -14%
PSP
1532
Pacific Sage Partners
Washington
$245K +$245K +8,756 New
TWM
1533
TCFG Wealth Management
California
$245K +$6.77K +242 +3%
CWM
1534
Calamos Wealth Management
Illinois
$244K +$15K +536 +7%
GI
1535
GAMMA Investing
California
$243K -$29.4K -1,053 -11%
CWM
1536
ClientFirst Wealth Management
Arkansas
$243K
DIM
1537
Delta Investment Management
California
$243K +$19.9K +710 +9%
HWA
1538
HMV Wealth Advisors
Louisiana
$243K -$21K -750 -8%
EW
1539
Evoke Wealth
California
$241K +$27.5K +984 +13%
TWA
1540
TCI Wealth Advisors
Arizona
$241K -$4.19K -150 -2%
W
1541
WealthCollab
Washington
$239K +$280 +10 +0.1%
AAG
1542
Accordant Advisory Group
Maryland
$239K +$69.1K +2,470 +41%
SM
1543
Sensible Money
Arizona
$239K
SFM
1544
Signet Financial Management
New Jersey
$238K -$81.3K -2,908 -25%
LSA
1545
Lansing Street Advisors
Pennsylvania
$237K +$2.1K +75 +0.9%
NHT
1546
New Hampshire Trust
New Hampshire
$234K -$299K -10,688 -56%
WA
1547
WESPAC Advisors
California
$233K +$19.8K +708 +9%
FFG
1548
Fiduciary Financial Group
California
$232K +$23.1K +926 +11%
SOWAS
1549
Silver Oak Wealth Advisors Services
California
$231K
SLC
1550
Second Line Capital
Louisiana
$231K +$13.4K +481 +6%