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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

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 132 funds opening new positions, 891 increasing their positions, 584 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+2
Holders Change %
+0.11%
% 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
132
Increased
891
Reduced
584
Closed
87
Calls
$136M
Puts
$61.1M
Net Calls
+$74.7M
Net Calls Change
+$17.3M

Top Buyers

1
WANY
Wealthspire Advisors (New York)
New York
$826M
2
LPL Financial
LPL Financial
California
$1.08B
3
CAM
Cresset Asset Management
Illinois
$212M
4
AAS
Avantax Advisory Services
Texas
$773M
5
Two Sigma Investments
Two Sigma Investments
New York
$33.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$902M
2
SLI
Sumitomo Life Insurance
Japan
$519M
3
CW
Curio Wealth
Maryland
$90.6K
4
Wells Fargo
Wells Fargo
California
$278M
5
DADC
D.A. Davidson & Co
Montana
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
151
Hengehold Capital Management
Ohio
$25.5M +$3.36M +120,289 +15%
GVAG
152
Great Valley Advisor Group
Delaware
$25.4M +$1.56M +55,964 +7%
VFP
153
Verus Financial Partners
Virginia
$25.2M +$519K +20,411 +2%
WMWM
154
Whitaker-Myers Wealth Managers
Ohio
$25.1M +$2.35M +84,078 +10%
AF
155
Advisornet Financial
Minnesota
$24.8M +$2.92M +104,544 +13%
Corient Private Wealth
156
Corient Private Wealth
Florida
$24.8M -$3.35M -119,695 -12%
SPC
157
Sigma Planning Corp
Michigan
$24.7M -$691K -24,697 -3%
MAM
158
McCarthy Asset Management
California
$24.7M -$87.2K -3,120 -0.4%
NDSI
159
Newman Dignan & Sheerar Inc
Rhode Island
$24.6M +$2.03M +72,673 +9%
WMR
160
Wealth Management Resources
Rhode Island
$24.4M +$196K +7,019 +0.8%
ECML
161
Eagle Capital Management (Louisiana)
Louisiana
$24.2M +$62.5K +2,234 +0.3%
TPCW
162
TD Private Client Wealth
New York
$23.9M +$1.03M +37,014 +5%
KMWM
163
Keudell/Morrison Wealth Management
Oregon
$23.9M +$1.43M +51,286 +6%
CA
164
Capital Advantage
California
$22.9M – – –
LWM
165
LongView Wealth Management
Georgia
$22.8M +$1.35M +48,108 +6%
Bank of New York Mellon
166
Bank of New York Mellon
New York
$22.8M +$2.17M +77,461 +10%
EI
167
eCIO Inc
Wisconsin
$22.8M +$22.8M +814,757 New
CAM
168
Creekmur Asset Management
Illinois
$22.7M -$2.49M -89,093 -10%
JFA
169
JNBA Financial Advisors
Minnesota
$22.5M -$1.12M -40,232 -5%
RA
170
RFG Advisory
Alabama
$22.3M +$1.35M +48,155 +6%
CWC
171
Carolinas Wealth Consulting
North Carolina
$22M -$68.7K -2,458 -0.3%
IA
172
IFP Advisors
Florida
$21.9M +$865K +30,935 +4%
TWM
173
Tradition Wealth Management
Minnesota
$21.8M +$572K +20,459 +3%
FC
174
Financial Consulate
Maryland
$21.8M +$68.1K +2,436 +0.3%
DWM
175
Dakota Wealth Management
Florida
$21.6M -$1.2M -42,829 -5%
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