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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 Holding Trade Value Shares
Change 		Shares
Change %
PWM
1826
Puff Wealth Management
New Jersey
– -$270K -9,641 Closed
C1AG
1827
Client 1st Advisory Group
Florida
– -$269K -9,615 Closed
AWM
1828
Accel Wealth Management
Iowa
– -$259K -9,275 Closed
First Trust Advisors
1829
First Trust Advisors
Illinois
– -$249K -8,898 Closed
EW
1830
Evoke Wealth
California
– -$241K -8,637 Closed
SFM
1831
Signet Financial Management
New Jersey
– -$238K -8,525 Closed
NHT
1832
New Hampshire Trust
New Hampshire
– -$234K -8,355 Closed
AWA
1833
Aletheian Wealth Advisors
Washington
– -$231K -8,250 Closed
ECM
1834
Eisler Capital Management
United Kingdom
– -$223K -7,992 Closed
BCP
1835
Berkeley Capital Partners
Georgia
– -$222K -7,943 Closed
GF
1836
Gimbal Financial
Indiana
– -$220K -7,875 Closed
CSIC
1837
Clifford Swan Investment Counsel
California
– -$219K -7,823 Closed
CP
1838
Canopy Partners
Ohio
– -$218K -7,814 Closed
WAM
1839
Worth Asset Management
Texas
– -$215K -7,694 Closed
FFS
1840
Flavin Financial Services
Florida
– -$214K -7,664 Closed
LCM
1841
Lazari Capital Management
California
– -$211K -7,542 Closed
GT
1842
Glenview Trust
Kentucky
– -$211K -7,531 Closed
PAM
1843
Peak Asset Management
Colorado
– -$210K -7,500 Closed
MAM
1844
MMA Asset Management
Pennsylvania
– -$207K -7,416 Closed
NG
1845
Norden Group
Utah
– -$205K -7,348 Closed
MWC
1846
MKD Wealth Coaches
Michigan
– -$203K -7,261 Closed
PCH
1847
PGIM Custom Harvest
New Jersey
– -$202K -7,239 Closed
CIS
1848
Continental Investors Services
Washington
– -$202K -7,231 Closed
MF
1849
Manchester Financial
California
– -$202K -7,218 Closed
SFG
1850
Stonebridge Financial Group
Pennsylvania
– -$134K -4,806 Closed
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