SCHD icon

Schwab US Dividend Equity ETF

1,770 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 828 increasing their positions, 631 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

3.88% less ownership

Funds ownership: 34.29%30.41% (-3.9%)

13% less capital invested

Capital invested by funds: $24.2B → $21B (-$3.21B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
243
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$71.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1776
PFG Advisors
Arizona
MWM
1777
MinichMacGregor Wealth Management
New York
FCI
1778
Financial Counselors Inc
Kansas
MTC
1779
Matrix Trust Company
Colorado
EFS
1780
Econ Financial Services
Pennsylvania
PCS
1781
Personal CFO Solutions
New Jersey
APC
1782
Asset Planning Corporation
Tennessee
LA
1783
LexAurum Advisors
Kansas
FL
1784
FreeGulliver LLC
Louisiana
WA
1785
Win Advisors
Florida
LA
1786
Legacy Advisors
Pennsylvania
HCA
1787
Heck Capital Advisors
Wisconsin
CCB
1788
Cutter & Co Brokerage
Missouri
ACM
1789
Argent Capital Management
Missouri
BCG
1790
Bravias Capital Group
New Jersey
SWM
1791
Sagace Wealth Management
Florida
Lido Advisors
1792
Lido Advisors
California
MC
1793
Montag & Caldwell
Georgia
FFB
1794
First Financial Bankshares
Texas
ZI
1795
ZEGA Investments
Florida
FGA
1796
Fortis Group Advisors
New Jersey
MHS
1797
M Holdings Securities
Oregon
RFMS
1798
RWQ Financial Management Services
Florida
SWM
1799
Segment Wealth Management
Texas
Renaissance Technologies
1800
Renaissance Technologies
New York