SCHD icon

Schwab US Dividend Equity ETF

1,782 hedge funds and large institutions have $21.1B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 832 increasing their positions, 633 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:

3.79% less ownership

Funds ownership: 34.29%30.5% (-3.8%)

13% less capital invested

Capital invested by funds: $24.2B → $21.1B (-$3.15B)

14% less funds holding in top 10

Funds holding in top 10: 283243 (-40)

Holders
1,782
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
ACM
1801
Argent Capital Management
Missouri
BCG
1802
Bravias Capital Group
New Jersey
SWM
1803
Sagace Wealth Management
Florida
Lido Advisors
1804
Lido Advisors
California
MC
1805
Montag & Caldwell
Georgia
FFB
1806
First Financial Bankshares
Texas
ZI
1807
ZEGA Investments
Florida
FGA
1808
Fortis Group Advisors
New Jersey
MHS
1809
M Holdings Securities
Oregon
RFMS
1810
RWQ Financial Management Services
Florida
SWM
1811
Segment Wealth Management
Texas
Renaissance Technologies
1812
Renaissance Technologies
New York
CCM
1813
Crew Capital Management
Ohio
PIWA
1814
Prevail Innovative Wealth Advisors
Kansas
PA
1815
Prossimo Advisors
California
Wolverine Trading
1816
Wolverine Trading
Illinois
BSTWA
1817
Blake Schutter Theil Wealth Advisors
Ohio
EI
1818
Ellevest Inc
New York
VCM
1819
Virtue Capital Management
Tennessee
FA
1820
FSA Advisors
Michigan
BIP
1821
Blueprint Investment Partners
North Carolina
CF
1822
Claris Financial
Virginia
NCG
1823
Newport Capital Group
New Jersey
CFS
1824
Cannon Financial Strategists
Georgia
RWM
1825
Riverbend Wealth Management
South Carolina