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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,756 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 825 increasing their positions, 624 reducing their positions, and 114 closing their positions.

Holders
1,756
Holders Change
-29
Holders Change %
-1.62%
% of All Funds
23.57%
Holding in Top 10
239
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-15.25%
% of All Funds
3.21%
New
127
Increased
825
Reduced
624
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M

Top Buyers

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

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 Holding Trade Value Shares
Change 		Shares
Change %
FG
1751
Fairman Group
Pennsylvania
$573 +$26 +1 +5%
TFA
1752
Transamerica Financial Advisors
Florida
$547 – – –
NC
1753
NewSquare Capital
Pennsylvania
$421 +$26 +1 +7%
IWM
1754
Inlight Wealth Management
Georgia
$133 -$638 -24 -83%
GM
1755
GeoWealth Management
Illinois
$85 -$14.7M -519,411 -100%
IRAG
1756
Investment Research & Advisory Group
Georgia
$54 +$54 +2 New
EAM
1757
Eukles Asset Management
Ohio
$53 – – –
OLVIG
1758
Oliver Lagore Vanvalin Investment Group
Michigan
$17 +$17 +1 New
SLI
1759
Sumitomo Life Insurance
Japan
– -$519M -18,570,000 Closed
Two Sigma Investments
1760
Two Sigma Investments
New York
– -$33.8M -1,207,941 Closed
CWC
1761
Carolinas Wealth Consulting
North Carolina
– -$22M -786,423 Closed
PA
1762
PFG Advisors
Arizona
– -$19.9M -712,370 Closed
MWM
1763
MinichMacGregor Wealth Management
New York
– -$16.4M -586,751 Closed
FCI
1764
Financial Counselors Inc
Kansas
– -$13.9M -498,855 Closed
MTC
1765
Matrix Trust Company
Colorado
– -$12.8M -457,148 Closed
EFS
1766
Econ Financial Services
Pennsylvania
– -$6.13M -219,320 Closed
PCS
1767
Personal CFO Solutions
New Jersey
– -$5.7M -204,016 Closed
APC
1768
Asset Planning Corporation
Tennessee
– -$5.14M -183,904 Closed
LA
1769
LexAurum Advisors
Kansas
– -$4.84M -172,941 Closed
FL
1770
FreeGulliver LLC
Louisiana
– -$4.25M -152,100 Closed
WA
1771
Win Advisors
Florida
– -$4.12M -147,257 Closed
LA
1772
Legacy Advisors
Pennsylvania
– -$3.58M -127,927 Closed
HCA
1773
Heck Capital Advisors
Wisconsin
– -$2.74M -98,088 Closed
CCB
1774
Cutter & Co Brokerage
Missouri
– -$1.94M -69,466 Closed
ACM
1775
Argent Capital Management
Missouri
– -$1.5M -53,549 Closed
69 70
71
72 73