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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,751 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 823 increasing their positions, 623 reducing their positions, and 114 closing their positions.

Holders
1,751
Holders Change
-34
Holders Change %
-1.9%
% of All Funds
23.51%
Holding in Top 10
239
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-15.25%
% of All Funds
3.21%
New
126
Increased
823
Reduced
623
Closed
114
Calls
$73.7M
Puts
$46.7M
Net Calls
+$27M
Net Calls Change
-$47.7M

Top Buyers

1
RWM
1
RMG Wealth Management
Wisconsin
$133M
2
DP
2
DDD Partners
Washington
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$41.1M
5
PAS
5
Park Avenue Securities
New York
$22.8M

Top Sellers

1
SLI
1
Sumitomo Life Insurance
Japan
$0
2
OWM
2
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
3
Bank of America
North Carolina
$757M
4
Raymond James Financial
4
Raymond James Financial
Florida
$464M
5
Ameriprise
5
Ameriprise
Minnesota
$392M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
151
Great Valley Advisor Group
Delaware
$23.6M 889,213 -18,058 -2%
EI
152
eCIO Inc
Wisconsin
$23.4M 882,954 +68,197 +8%
AFG
153
Albion Financial Group
Utah
$23.4M 882,802 +318,881 +57%
RA
154
RFG Advisory
Alabama
$23M 868,854 +70,580 +9%
CA
155
Capital Advantage
California
$22.9M 865,886 +27,185 +3%
PAS
156
Park Avenue Securities
New York
$22.8M 861,845 +861,845 New
BMWS
157
Brady Martz Wealth Solutions
North Dakota
$22.4M 845,526 -185,298 -18%
MAM
158
McCarthy Asset Management
California
$22.3M 842,718 -39,588 -4%
NA
159
NewEdge Advisors
Louisiana
$22.3M 840,628 -99,923 -11%
SWGC
160
Summit Wealth Group (Colorado)
Colorado
$22.1M 835,035 +835,035 New
LWL
161
Leo Wealth LLC
Texas
$22M 829,095 +799,379 +2,690%
IWC
162
Integrated Wealth Concepts
Massachusetts
$21.9M 828,050 +80,319 +11%
Fayez Sarofim & Co
163
Fayez Sarofim & Co
Texas
$21.7M 820,000 +820,000 New
LWM
164
LongView Wealth Management
Georgia
$21.7M 819,827 +4,286 +0.5%
IA
165
IFP Advisors
Florida
$21.5M 812,290 +28,541 +4%
TWM
166
Tradition Wealth Management
Minnesota
$21.5M 809,803 +30,492 +4%
CRC
167
Curi RMB Capital
Illinois
$21.4M 805,953 +70,768 +10%
FC
168
Financial Consulate
Maryland
$21.2M 799,472 +20,423 +3%
AA
169
Armis Advisers
Georgia
$21.1M 774,894 +211,815 +38%
FFA
170
Farther Finance Advisors
California
$20.9M 789,451 +89,066 +13%
WL
171
WIT LLC
District of Columbia
$20.9M 786,995 +786,995 New
EWA
172
Exencial Wealth Advisors
Oklahoma
$20.6M 775,552 +35,316 +5%
JF
173
Joule Financial
Kentucky
$20.4M 767,946 +21,177 +3%
AAS
174
Asset Allocation Strategies
Michigan
$19.6M 741,315 +4,436 +0.6%
CAM
175
Creekmur Asset Management
Illinois
$19.5M 735,449 -76,384 -9%
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