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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 %
HCWM
176
Hidden Cove Wealth Management
Washington
$21.5M +$831K +29,727 +4%
MNA
177
Manning & Napier Advisors
New York
$21.1M -$113K -4,057 -0.5%
IWC
178
Integrated Wealth Concepts
Massachusetts
$20.9M -$1.36M -48,707 -6%
JF
179
Joule Financial
Kentucky
$20.9M +$402K +14,379 +2%
EWA
180
Exencial Wealth Advisors
Oklahoma
$20.7M +$24.1K +862 +0.1%
AAS
181
Asset Allocation Strategies
Michigan
$20.6M -$3.67M -131,172 -15%
CRC
182
Curi RMB Capital
Illinois
$20.6M -$2.44M -87,354 -11%
TCM
183
Towneley Capital Management
California
$20.5M +$574K +20,543 +3%
EF
184
Elite Financial
Idaho
$20.5M -$2.61M -93,464 -11%
DI
185
DAGCO Inc
Ohio
$19.9M +$74.4K +2,660 +0.4%
PA
186
PFG Advisors
Arizona
$19.9M +$487K +17,404 +3%
IAN
187
Integrated Advisors Network
Texas
$19.8M -$10.2M -366,477 -34%
OIA
188
OneDigital Investment Advisors
Kansas
$19.8M -$140K -5,002 -0.7%
PSIWM
189
Paradigm Strategies in Wealth Management
Minnesota
$19.6M -$36.2K -1,293 -0.2%
FFA
190
Farther Finance Advisors
California
$19.5M +$5.76M +206,546 +42%
SMWM
191
Silvia McColl Wealth Management
California
$19.5M -$44.4K -1,589 -0.2%
SEP
192
Southland Equity Partners
Missouri
$19.5M -$81.6K -2,920 -0.4%
GWM
193
Global Wealth Management
New Jersey
$19.3M +$12.4K +444 +0.1%
SF
194
Schaeffer Financial
Maryland
$19.3M +$692K +24,751 +4%
HAIM
195
Hunter Associates Investment Management
Pennsylvania
$19.3M -$320K -11,470 -2%
PAG
196
Powers Advisory Group
Illinois
$19M +$1.27M +45,449 +7%
PWMAG
197
Pinnacle Wealth Management Advisory Group
New Jersey
$18.7M -$10.4M -373,640 -36%
CIBC World Market
198
CIBC World Market
Ontario, Canada
$18.4M +$18.4M +659,553 New
AWM
199
Axxcess Wealth Management
California
$18.2M -$1.26M -45,182 -6%
FIA
200
Foundations Investment Advisors
Arizona
$18M +$14M +500,162 +350%
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