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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,759 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, 825 increasing their positions, 626 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
-26
Holders Change %
-1.46%
% of All Funds
23.59%
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
825
Reduced
626
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M

Top Buyers

1
DP
DDD Partners
Washington
$31.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$41.1M
4
PAS
Park Avenue Securities
New York
$22.8M
5
KFP
Keystone Financial Planning
Ohio
$168M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$0
2
OWM
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
Bank of America
North Carolina
$757M
4
Raymond James Financial
Raymond James Financial
Florida
$464M
5
Ameriprise
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1726
Gables Capital Management
Florida
$4.61K – – –
AW
1727
Avion Wealth
Texas
$4K -$28.1K -1,172 -88%
NMG
1728
New Millennium Group
Utah
$3.92K +$27 +1 +0.7%
WPA
1729
Wealth Preservation Advisors
Tennessee
$3.74K – – –
GPI
1730
General Partner Inc
Pennsylvania
$3.18K – – –
WAS
1731
Winch Advisory Services
Wisconsin
$2.7K +$529 +20 +24%
CJH
1732
Christopher J. Hasenberg
Wisconsin
$2.62K +$795 +30 +43%
SWIG
1733
Strategic Wealth Investment Group
Kentucky
$2.25K +$2.25K +85 New
EWA
1734
EQ Wealth Advisors
Texas
$2.09K +$212 +8 +11%
FNWA
1735
Financial Network Wealth Advisors
Utah
$2.07K – – –
HB
1736
Horizon Bancorp
Indiana
$2K +$2K +60 New
VEA
1737
Virtus ETF Advisers
New York
$1.86K +$1.86K +70 New
MHIP
1738
Mountain Hill Investment Partners
New Jersey
$1.75K +$797 +30 +83%
RFA
1739
Reyes Financial Architecture
California
$1.73K +$27 +1 +2%
CPBTD
1740
Central Pacific Bank - Trust Division
Hawaii
$1.67K – – –
AP
1741
Aspect Partners
Virginia
$1.64K +$1.64K +62 New
TRCT
1742
Tower Research Capital (TRC)
New York
$1.35K -$601K -22,676 -100%
FF
1743
Finley Financial
Nevada
$1.19K – – –
BNP Paribas Financial Markets
1744
BNP Paribas Financial Markets
France
$1.19K -$619K -23,370 -100%
PWMG
1745
Private Wealth Management Group
New Jersey
$1.15K -$1.12K -42 -49%
KFP
1746
Keener Financial Planning
Texas
$1K – – –
BFP
1747
Briaud Financial Planning
Texas
$1K – – –
HWM
1748
Hemington Wealth Management
Virginia
$1K – – –
LWMI
1749
Legacy Wealth Management (Idaho)
Idaho
$971 +$157 +6 +19%
LIS
1750
Legacy Investment Solutions
Idaho
$971 +$971 +37 New
68 69
70
71 72