Schwab US Dividend Equity ETF
SCHD
SCHD
1,760 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, 626 reducing their positions, and 114 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
1,760
Holders Change
-25
Holders Change %
-1.4%
% of All Funds
23.6%
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
626
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M
Top Buyers
| 1 |
DP
DDD Partners
Bellevue,
Washington
|
+$30.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.7M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$23.6M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$22.8M |
| 5 |
KFP
Keystone Financial Planning
Cleveland,
Ohio
|
+$22.6M |
Top Sellers
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$519M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$295M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$97.6M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$97.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$72.9M |
