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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 Market Value Shares Shares
Change 		Shares
Change %
DWT
1801
Dorsey & Whitney Trust
South Dakota
– – -16,533 Closed
CCAM
1802
Cascades Capital Asset Management
North Carolina
– – -16,350 Closed
PCA
1803
Prosperity Capital Advisors
Ohio
– – -15,828 Closed
IWM
1804
Iams Wealth Management
Nebraska
– – -15,351 Closed
EP
1805
Edgestream Partners
New Jersey
– – -14,953 Closed
4A
1806
4Wealth Advisors
Illinois
– – -14,786 Closed
NCFG
1807
New Century Financial Group
New Jersey
– – -14,664 Closed
TFM
1808
Trademark Financial Management
Minnesota
– – -14,406 Closed
Principal Financial Group
1809
Principal Financial Group
Iowa
– – -13,723 Closed
DSCM
1810
Del-Sette Capital Management
New York
– – -13,567 Closed
RFA
1811
Resurgent Financial Advisors
Georgia
– – -13,566 Closed
ODG
1812
O'Dell Group
Ohio
– – -13,147 Closed
RWM
1813
Rockwood Wealth Management
Pennsylvania
– – -12,784 Closed
CE
1814
Cornerstone Enterprises
Wisconsin
– – -12,692 Closed
RZH
1815
Relyea Zuckerberg Hanson
Connecticut
– – -12,180 Closed
Allspring Global Investments
1816
Allspring Global Investments
North Carolina
– – -12,115 Closed
LAS
1817
Legacy Advisory Services
Pennsylvania
– – -12,066 Closed
GC
1818
GFG Capital
Florida
– – -11,833 Closed
TVAMP
1819
Tennessee Valley Asset Management Partners
Tennessee
– – -11,780 Closed
WP
1820
Westmount Partners
California
– – -11,713 Closed
CCWA
1821
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– – -11,618 Closed
FWM
1822
Fonville Wealth Management
Virginia
– – -11,323 Closed
FAIM
1823
Financial Advocates Investment Management
Washington
– – -11,054 Closed
AWAU
1824
Alliance Wealth Advisors (Utah)
Utah
– – -10,620 Closed
BP
1825
Ballentine Partners
Massachusetts
– – -10,563 Closed
71 72
73
74 75