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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 131 funds opening new positions, 891 increasing their positions, 585 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+1
Holders Change %
+0.06%
% 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
131
Increased
891
Reduced
585
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
+$403M
2
LPL Financial
LPL Financial
California
+$69.1M
3
CAM
Cresset Asset Management
Illinois
+$57.8M
4
AAS
Avantax Advisory Services
Texas
+$45.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$33.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$486M
2
SLI
Sumitomo Life Insurance
Japan
-$231M
3
CW
Curio Wealth
Maryland
-$73.3M
4
Wells Fargo
Wells Fargo
California
-$65.3M
5
DADC
D.A. Davidson & Co
Montana
-$46.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPW
1826
Sonoma Private Wealth
California
– -$316K -11,580 Closed
BAM
1827
Bosun Asset Management
Illinois
– -$314K -11,500 Closed
KIC
1828
Keating Investment Counselors
Florida
– -$300K -10,990 Closed
OCM
1829
Objective Capital Management
Ohio
– -$281K -10,302 Closed
WC
1830
Wynn Capital
Georgia
– -$273K -10,005 Closed
MW
1831
Maia Wealth
Colorado
– -$282K -9,895 Closed
GWM
1832
GK Wealth Management
Nevada
– -$267K -9,775 Closed
SW
1833
SteelPeak Wealth
California
– -$266K -9,744 Closed
GL
1834
Gerber LLC
Ohio
– -$247K -9,048 Closed
BHWM
1835
Bar Harbor Wealth Management
New Hampshire
– -$232K -8,500 Closed
WF
1836
WoodTrust Financial
Wisconsin
– -$231K -8,472 Closed
WC
1837
Waterloo Capital
Texas
– -$227K -8,318 Closed
BOC
1838
Bull Oak Capital
California
– -$221K -8,102 Closed
CCMG
1839
Clark Capital Management Group
Pennsylvania
– -$219K -8,016 Closed
CAM
1840
Covenant Asset Management
New Jersey
– -$212K -7,749 Closed
BAM
1841
BOS Asset Management
Illinois
– -$211K -7,715 Closed
SRWM
1842
Shira Ridge Wealth Management
California
– -$206K -7,549 Closed
CHAM
1843
Clear Harbor Asset Management
Connecticut
– -$206K -7,534 Closed
SAM
1844
Silvercrest Asset Management
New York
– -$202K -7,404 Closed
KG
1845
Kieckhefer Group
Wisconsin
– -$130K -4,755 Closed
HC
1846
Hara Capital
Washington
– -$127K -4,666 Closed
TCG
1847
Transcendent Capital Group
Oklahoma
– -$118K -4,313 Closed
QCG
1848
Quadrant Capital Group
Ohio
– -$83.2K -3,045 Closed
HT
1849
Headlands Technologies
Illinois
– -$82.1K -3,004 Closed
FLP
1850
Financial Life Planners
Arizona
– -$79.7K -2,918 Closed
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