SCHD icon

Schwab US Dividend Equity ETF

1,761 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 826 increasing their positions, 627 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,761
Holders Change
-24
Holders Change %
-1.34%
% of All Funds
23.61%
Holding in Top 10
240
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.89%
% of All Funds
3.22%
New
128
Increased
826
Reduced
627
Closed
113
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1626
LGT Financial Advisors
Texas
$81.4K -$33.2K -1,251 -29%
VWWMG
1627
Vermillion & White Wealth Management Group
Pennsylvania
$80K -$2.69M -101,563 -97%
AT
1628
Arlington Trust
Alabama
$79.5K
MJRIC
1629
Mogy Joel R Investment Counsel
California
$79.5K +$79.5K +3,000 New
AWM
1630
Abound Wealth Management
Tennessee
$79K
WCM
1631
Weaver Capital Management
Georgia
$78.1K +$78.1K +2,947 New
SIC
1632
SJS Investment Consulting
Ohio
$73.5K
NC
1633
North Capital
Utah
$73.1K +$14.1K +532 +24%
GEA
1634
Glen Eagle Advisors
New Jersey
$72.1K +$7.18K +271 +11%
SC
1635
Stephens Consulting
Michigan
$71.7K -$19.2K -726 -21%
HHGA
1636
Halbert Hargrove Global Advisors
California
$69K -$10.1K -380 -13%
CFFP
1637
Center for Financial Planning
Michigan
$68.8K
FLFS
1638
Family Legacy Financial Solutions
North Carolina
$68K +$68K +2,566 New
CI
1639
CX Institutional
Indiana
$63K -$285K -10,763 -82%
RWM
1640
Rialto Wealth Management
New York
$62K
BC
1641
Barrett & Company
Rhode Island
$60K +$15K +566 +33%
GWSA
1642
Global Wealth Strategies & Associates
Colorado
$59.1K
OAJ
1643
Ogorek Anthony Joseph
New York
$58K +$556 +21 +1%
TIM
1644
Thompson Investment Management
Wisconsin
$57.5K
OFG
1645
Oxford Financial Group
Indiana
$56.6K
PW
1646
Pandora Wealth
Illinois
$55.7K
FCT
1647
First Community Trust
Iowa
$55.6K +$34.3K +1,293 +161%
GC
1648
Garde Capital
Washington
$55.6K +$54.8K +2,067 +6,890%
RF
1649
Roxbury Financial
New Jersey
$52.3K +$980 +37 +2%
VDBMI
1650
Van Den Berg Management I
Texas
$50.5K -$504 -19 -1%