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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
23.51%
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 %
SIM
201
Sims Investment Management
Ohio
$16.6M 625,972 +3,173 +0.5%
GLLW
202
Graves Light Lenhart Wealth
Virginia
$16.6M 625,015 +14,515 +2%
SA
203
Skyline Advisors
Washington
$16.4M 618,903 +2,792 +0.5%
AA
204
Advisory Alpha
Michigan
$16.3M 616,474 +70,039 +13%
WFS
205
Weitzel Financial Services
Iowa
$16.3M 609,545 +15,372 +3%
MOS
206
MGO One Seven
Ohio
$16.3M 614,914 +32,214 +6%
JIP
207
Jaffetilchin Investment Partners
Florida
$16.1M 609,311 +93,693 +18%
Citigroup
208
Citigroup
New York
$16.1M 608,520 +9,131 +2%
FNC
209
First National Corp
Massachusetts
$15.7M 590,568 -4,509 -0.8%
MCB
210
Morton Community Bank
Illinois
$15.6M 590,418 -11,733 -2%
MAFA
211
MJT & Associates Financial Advisory
Minnesota
$15.5M 586,061 +29,947 +5%
OC
212
Oppenheimer & Co
New York
$15.4M 581,556 +43,130 +8%
NIWA
213
New Insight Wealth Advisors
California
$15.4M 580,869 -18,592 -3%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$15.4M 580,010 +412,022 +245%
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
$15.3M 577,002 +68,493 +13%
IIC
216
Integrated Investment Consultants
Michigan
$15.2M 574,846 -17,239 -3%
PA
217
Parallel Advisors
California
$15.1M 569,755 -56,732 -9%
SCA
218
Snowden Capital Advisors
New York
$15M 565,172 -6,268 -1%
KJWM
219
Kiley Juergens Wealth Management
Washington
$14.8M 560,252 +21,192 +4%
AWS
220
Atria Wealth Solutions
New York
$14.8M 557,436 -804,607 -59%
SCM
221
Stonehearth Capital Management
Massachusetts
$14.8M 557,803 -76,182 -12%
DC
222
Davenport & Co
Virginia
$14.7M 556,558 +194,777 +54%
LSWP
223
Liberty Square Wealth Partners
Pennsylvania
$14.6M 552,709 -9,333 -2%
MA
224
Mutual Advisors
Nebraska
$14.6M 535,985 -11,843 -2%
PRI
225
Prepared Retirement Institute
Pennsylvania
$14.6M 551,977 +10,567 +2%
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