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 %
DF
1651
Dunhill Financial
United Kingdom
$49.4K +$9.59K +362 +24%
CSPIA
1652
Cary Street Partners Investment Advisory
Virginia
$49.1K
CB
1653
CNB Bank
Pennsylvania
$49K -$18.6K -702 -28%
FCMT
1654
Founders Capital Management (Texas)
Texas
$47.7K
DEM
1655
Disciplined Equity Management
Florida
$47.1K
C
1656
Covestor
United Kingdom
$47K +$27.5K +1,040 +141%
ITIM
1657
Indiana Trust & Investment Management
Indiana
$46.3K
CFS
1658
Compass Financial Services
Iowa
$45.6K +$451 +17 +1%
TIM
1659
Total Investment Management
Arizona
$42.6K +$42.6K +1,607 New
SSG
1660
Summit Securities Group
New York
$42.4K +$42.4K +1,600 New
KHC
1661
Koesten Hirschmann & Crabtree
Kansas
$39.8K
OA
1662
Operose Advisors
Wisconsin
$39.6K
FFA
1663
Frazier Financial Advisors
Ohio
$39.5K +$7.95K +300 +25%
VNIM
1664
Vaughan Nelson Investment Management
Texas
$39.4K +$39.4K +1,485 New
KSB
1665
Kennebec Savings Bank
Maine
$39.2K +$345 +13 +0.9%
HDIM
1666
Hanson & Doremus Investment Management
Vermont
$39K
MIM
1667
MTM Investment Management
South Carolina
$37.7K
MEG
1668
Millstone Evans Group
Colorado
$37.1K +$3.29K +124 +10%
OIA
1669
Optimum Investment Advisors
Illinois
$36.7K +$159 +6 +0.4%
FMP
1670
Financial Management Professionals
Texas
$34K +$24K +907 +242%
NFSG
1671
Newbridge Financial Services Group
Florida
$33.8K -$6.25K -236 -16%
AA
1672
Addison Advisors
Vermont
$33.7K -$15.6K -590 -32%
IA
1673
IFS Advisors
Kansas
$33.5K +$4.98K +188 +17%
PP
1674
PrairieView Partners
Minnesota
$33K +$12K +467 +57%
SRCM
1675
Signature Resources Capital Management
California
$33K