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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,751 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 823 increasing their positions, 623 reducing their positions, and 114 closing their positions.

Holders
1,751
Holders Change
-34
Holders Change %
-1.9%
% of All Funds
23.52%
Holding in Top 10
239
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-15.25%
% of All Funds
3.21%
New
126
Increased
823
Reduced
623
Closed
114
Calls
$73.7M
Puts
$46.7M
Net Calls
+$27M
Net Calls Change
-$47.7M

Top Buyers

1
RWM
1
RMG Wealth Management
Wisconsin
$133M
2
DP
2
DDD Partners
Washington
$31.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$509M
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$41.1M
5
PAS
5
Park Avenue Securities
New York
$22.8M

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 %
EF
176
Elite Financial
Idaho
$19.4M 730,748 -659 -0.1%
DI
177
DAGCO Inc
Ohio
$19.4M 732,891 +19,798 +3%
GWM
178
Global Wealth Management
New Jersey
$19.4M 710,673 +20,994 +3%
WFPG
179
Waller Financial Planning Group
Ohio
$19.3M 728,852 +152,333 +26%
PSIWM
180
Paradigm Strategies in Wealth Management
Minnesota
$19.2M 723,733 +21,445 +3%
IAN
181
Integrated Advisors Network
Texas
$19.2M 723,110 +15,554 +2%
RW
182
Regimen Wealth
Georgia
$19.1M 722,339 -363,800 -33%
MNA
183
Manning & Napier Advisors
New York
$19M 717,163 -37,374 -5%
AA
184
Apriem Advisors
California
$18.8M 708,636 +240,568 +51%
LNB
185
Ledyard National Bank
$18.8M 708,461 +66,520 +10%
SF
186
Schaeffer Financial
Maryland
$18.6M 702,940 +14,088 +2%
OIA
187
OneDigital Investment Advisors
Kansas
$18.5M 698,589 -8,821 -1%
BCM
188
Brookstone Capital Management
Illinois
$18.5M 697,549 -445,430 -39%
SEP
189
Southland Equity Partners
Missouri
$18.4M 695,335 -1,597 -0.2%
Goldman Sachs
190
Goldman Sachs
New York
$18.2M 687,017 +94,064 +16%
AP
191
Advisors Preferred
Maryland
$18.2M 672,530 +98,600 +17%
TCM
192
Towneley Capital Management
California
$17.9M 676,651 -55,880 -8%
PAG
193
Powers Advisory Group
Illinois
$17.6M 665,788 -14,832 -2%
HAIM
194
Hunter Associates Investment Management
Pennsylvania
$17.6M 663,942 -25,302 -4%
PWMAG
195
Pinnacle Wealth Management Advisory Group
New Jersey
$17.4M 657,646 -11,116 -2%
PCWA
196
Pacific Capital Wealth Advisors
California
$17.3M 638,509 +39,274 +7%
AWM
197
Axxcess Wealth Management
California
$17M 640,539 -10,600 -2%
CFG
198
Cooper Financial Group
California
$16.8M 632,513 +39,511 +7%
ASN
199
Advisory Services Network
Georgia
$16.7M 630,378 +95,628 +18%
HCWM
200
Hidden Cove Wealth Management
Washington
$16.6M 628,213 -142,000 -18%
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