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
KCM
1576
Kathmere Capital Management
Pennsylvania
$209K
BOC
1577
Bull Oak Capital
California
$208K
MCA
1578
Midwest Capital Advisors
Michigan
$208K
PA
1579
Perennial Advisors
New York
$208K
BWFA
1580
Baltimore-Washington Financial Advisors
Maryland
$208K
SFS
1581
Solitude Financial Services
Virginia
$206K
BB
1582
Busey Bank
Illinois
$206K
LTL
1583
Lowery Thomas LLC
California
$206K
LAM
1584
LOM Asset Management
$205K
NCM
1585
Noesis Capital Mangement
Florida
$205K
RWMG
1586
Redwood Wealth Management Group
New Jersey
$204K
MWA
1587
Martel Wealth Advisors
Washington
$204K
RBC
1588
Roble Belko & Company
Pennsylvania
$203K
SFG
1589
Synergy Financial Group
California
$202K
FG
1590
Fiduciary Group
Georgia
$202K
RSWA
1591
Robinson Smith Wealth Advisors
Maine
$202K
PHAM
1592
Palisades Hudson Asset Management
Florida
$201K
UIA
1593
Ulland Investment Advisors
Minnesota
$201K
GWS
1594
Glassman Wealth Services
Virginia
$200K
TSMHT
1595
Thurston Springer Miller Herd & Titak
Indiana
$200K
AWM
1596
Aberdeen Wealth Management
Illinois
$199K
MIA
1597
MeadowBrook Investment Advisors
Michigan
$196K
Kayne Anderson Rudnick Investment Management
1598
Kayne Anderson Rudnick Investment Management
California
$186K
AWM
1599
Activest Wealth Management
Florida
$185K
WIM
1600
Westside Investment Management
California
$184K