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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 %
LNB
201
Ledyard National Bank
$17.9M +$1.17M +41,996 +7%
SCM
202
Stonehearth Capital Management
Massachusetts
$17.7M +$661K +23,630 +4%
PA
203
Parallel Advisors
California
$17.5M +$35K +1,252 +0.2%
SIM
204
Sims Investment Management
Ohio
$17.4M +$6.32M +225,930 +57%
SA
205
Skyline Advisors
Washington
$17.2M +$354K +12,668 +2%
GLLW
206
Graves Light Lenhart Wealth
Virginia
$17.1M +$76.3K +2,730 +0.4%
MCB
207
Morton Community Bank
Illinois
$16.8M +$465K +16,628 +3%
NIWA
208
New Insight Wealth Advisors
California
$16.8M +$2.16M +77,081 +15%
Citigroup
209
Citigroup
New York
$16.8M +$3.29M +117,547 +24%
PCWA
210
Pacific Capital Wealth Advisors
California
$16.8M +$1.71M +61,259 +11%
FNC
211
First National Corp
Massachusetts
$16.6M +$462K +16,519 +3%
CFG
212
Cooper Financial Group
California
$16.6M +$885K +31,658 +6%
Goldman Sachs
213
Goldman Sachs
New York
$16.6M +$4.36M +155,769 +36%
IIC
214
Integrated Investment Consultants
Michigan
$16.6M +$841K +30,092 +5%
MWM
215
MinichMacGregor Wealth Management
New York
$16.4M +$16.4M +586,751 New
KPWS
216
Kestra Private Wealth Services
Texas
$16.4M -$189K -6,746 -1%
MOS
217
MGO One Seven
Ohio
$16.3M -$393K -14,053 -2%
WFPG
218
Waller Financial Planning Group
Ohio
$16.1M -$2.86M -102,289 -15%
AP
219
Advisors Preferred
Maryland
$16M +$518K +18,600 +3%
SCA
220
Snowden Capital Advisors
New York
$16M +$640K +22,896 +4%
CAC
221
Certified Advisory Corp
Florida
$15.9M -$4.2M -150,152 -21%
WFS
222
Weitzel Financial Services
Iowa
$15.9M -$164K -6,118 -1%
AFG
223
Albion Financial Group
Utah
$15.8M +$4.77M +170,617 +43%
LSWP
224
Liberty Square Wealth Partners
Pennsylvania
$15.7M -$585K -20,925 -4%
FGG
225
Financial Guidance Group
Florida
$15.6M -$106K -3,799 -0.7%
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