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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 %
BFP
1776
Briaud Financial Planning
Texas
$1K – – –
HWM
1777
Hemington Wealth Management
Virginia
$1K – – –
MHIP
1778
Mountain Hill Investment Partners
New Jersey
$993 -$27.9K -1,012 -97%
GC
1779
Gould Capital
Washington
$968 +$968 +35 New
LWMI
1780
Legacy Wealth Management (Idaho)
Idaho
$875 +$198 +7 +29%
GC
1781
Garde Capital
Washington
$839 +$839 +30 New
IWM
1782
Inlight Wealth Management
Georgia
$811 +$811 +29 New
NRC
1783
New Republic Capital
North Carolina
$755 +$755 +27 New
FG
1784
Fairman Group
Pennsylvania
$579 – – –
NC
1785
NewSquare Capital
Pennsylvania
$419 – – –
MFS
1786
Mattson Financial Services
Michigan
$199 +$142 +5 +250%
EAM
1787
Eukles Asset Management
Ohio
$56 – – –
PAS
1788
Park Avenue Securities
New York
– -$25.4M -931,020 Closed
CFGS
1789
Concourse Financial Group Securities
Alabama
– -$11.2M -401,365 Closed
EE
1790
EWG Elevate
California
– -$9.31M -340,952 Closed
QC
1791
Quadrature Capital
United Kingdom
– -$7.21M -264,028 Closed
EP
1792
Essential Planning
New Hampshire
– -$6.76M -210,058 Closed
SWM
1793
Scissortail Wealth Management
Oklahoma
– -$4.59M -168,033 Closed
SW
1794
SVB Wealth
Massachusetts
– -$3.99M -145,956 Closed
RL
1795
Retireful LLC
Michigan
– -$3.3M -120,885 Closed
IMC Chicago
1796
IMC Chicago
Illinois
– -$2.57M -93,901 Closed
Simplex Trading
1797
Simplex Trading
Illinois
– -$2.09M -76,471 Closed
WWM
1798
WT Wealth Management
Arizona
– -$2.03M -74,239 Closed
DTC
1799
Davidson Trust Company
Washington
– -$1.91M -70,028 Closed
FVWA
1800
Foster Victor Wealth Advisors
South Carolina
– -$1.53M -54,729 Closed
70 71
72
73 74