SCHD icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
BCG
1776
Bravias Capital Group
New Jersey
– -$1.38M -49,219 Closed
SWM
1777
Sagace Wealth Management
Florida
– -$1.24M -44,334 Closed
Lido Advisors
1778
Lido Advisors
California
– -$1.21M -43,115 Closed
MC
1779
Montag & Caldwell
Georgia
– -$1.17M -41,773 Closed
FFB
1780
First Financial Bankshares
Texas
– -$1.09M -38,990 Closed
ZI
1781
ZEGA Investments
Florida
– -$1.08M -38,732 Closed
FGA
1782
Fortis Group Advisors
New Jersey
– -$1.03M -37,014 Closed
MHS
1783
M Holdings Securities
Oregon
– -$1.02M -36,335 Closed
RFMS
1784
RWQ Financial Management Services
Florida
– -$991K -35,430 Closed
SWM
1785
Segment Wealth Management
Texas
– -$948K -33,900 Closed
Renaissance Technologies
1786
Renaissance Technologies
New York
– -$903K -32,300 Closed
CCM
1787
Crew Capital Management
Ohio
– -$878K -31,406 Closed
PIWA
1788
Prevail Innovative Wealth Advisors
Kansas
– -$852K -30,468 Closed
PA
1789
Prossimo Advisors
California
– -$750K -26,817 Closed
Wolverine Trading
1790
Wolverine Trading
Illinois
– -$690K -25,019 Closed
BSTWA
1791
Blake Schutter Theil Wealth Advisors
Ohio
– -$687K -24,561 Closed
EI
1792
Ellevest Inc
New York
– -$678K -24,245 Closed
VCM
1793
Virtue Capital Management
Tennessee
– -$588K -21,047 Closed
FA
1794
FSA Advisors
Michigan
– -$586K -20,947 Closed
BIP
1795
Blueprint Investment Partners
North Carolina
– -$553K -19,772 Closed
CF
1796
Claris Financial
Virginia
– -$519K -18,983 Closed
NCG
1797
Newport Capital Group
New Jersey
– -$523K -18,721 Closed
CFS
1798
Cannon Financial Strategists
Georgia
– -$479K -17,115 Closed
RWM
1799
Riverbend Wealth Management
South Carolina
– -$477K -17,058 Closed
EWM
1800
Evercore Wealth Management
New York
– -$467K -16,709 Closed
70 71
72
73 74