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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 132 funds opening new positions, 891 increasing their positions, 584 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+2
Holders Change %
+0.11%
% 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
132
Increased
891
Reduced
584
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
$826M
2
LPL Financial
LPL Financial
California
$1.08B
3
CAM
Cresset Asset Management
Illinois
$212M
4
AAS
Avantax Advisory Services
Texas
$773M
5
Two Sigma Investments
Two Sigma Investments
New York
$33.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$902M
2
SLI
Sumitomo Life Insurance
Japan
$519M
3
CW
Curio Wealth
Maryland
$90.6K
4
Wells Fargo
Wells Fargo
California
$278M
5
DADC
D.A. Davidson & Co
Montana
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
1851
Lee, Danner & Bass
Tennessee
– -$77.2K -2,825 Closed
Group One Trading
1852
Group One Trading
Illinois
– -$69.2K -2,533 Closed
CAS
1853
Coppell Advisory Solutions
Texas
– -$67.7K -2,487 Closed
LI
1854
LRI Investments
Florida
– -$65.3K -2,391 Closed
VWM
1855
Venturi Wealth Management
Texas
– -$48.9K -1,791 Closed
CYG
1856
Clean Yield Group
Vermont
– -$46.4K -1,698 Closed
FFA
1857
Fairfield Financial Advisors
Massachusetts
– -$42.4K -1,552 Closed
CP
1858
Castleview Partners
Texas
– -$41.9K -1,538 Closed
DCBT
1859
Dakota Community Bank & Trust
North Dakota
– -$39.6K -1,450 Closed
SSG
1860
Summit Securities Group
New York
– -$32.8K -1,200 Closed
HI
1861
Human Investing
Oregon
– -$32.5K -1,191 Closed
RCM
1862
Raleigh Capital Management
North Carolina
– -$32.1K -1,176 Closed
PPWM
1863
PFG Private Wealth Management
Florida
– -$28.1K -1,029 Closed
FA
1864
Fedenia Advisers
Wisconsin
– -$20.4K -747 Closed
SC
1865
Steph & Co
Wisconsin
– -$19.1K -700 Closed
ANBT
1866
American National Bank & Trust
Texas
– -$16.4K -600 Closed
SR
1867
Syntax Research
Florida
– -$15.5K -568 Closed
EPW
1868
Endeavor Private Wealth
Kansas
– -$9.13K -334 Closed
EWM
1869
EPG Wealth Management
Georgia
– -$7.12K -260 Closed
GG
1870
Gleason Group
Kentucky
– -$5.96K -218 Closed
SAM
1871
Synergy Asset Management
Washington
– -$6.49K -77 Closed
NWWA
1872
New Wave Wealth Advisors
Arkansas
– -$1.98K -73 Closed
HI
1873
Hoey Investments
Pennsylvania
– -$1.23K -45 Closed
NRWA
1874
North Ridge Wealth Advisors
Oregon
– -$902 -33 Closed
LOIP
1875
Live Oak Investment Partners
Texas
– -$156K – –
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