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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.

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
RIM
1
Rakuten Investment Management
Japan
$911M
2
WANY
2
Wealthspire Advisors (New York)
New York
$826M
3
LPL Financial
3
LPL Financial
California
$1.08B
4
CAM
4
Cresset Asset Management
Illinois
$212M
5
SVWA
5
Sarver Vrooman Wealth Advisors
Missouri
$46M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$902M
2
SLI
2
Sumitomo Life Insurance
Japan
$519M
3
CW
3
Curio Wealth
Maryland
$90.6K
4
Wells Fargo
4
Wells Fargo
California
$278M
5
DADC
5
D.A. Davidson & Co
Montana
$51.1M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.08B 38,785,482 +2,470,706 +7%
RIM
2
Rakuten Investment Management
Japan
$911M 33,032,234 +33,032,234 New
Bank of America
3
Bank of America
North Carolina
$902M 32,243,420 -17,387,364 -35%
WANY
4
Wealthspire Advisors (New York)
New York
$826M 29,554,836 +14,410,724 +95%
Morgan Stanley
5
Morgan Stanley
New York
$821M 29,361,323 +886,025 +3%
AAS
6
Avantax Advisory Services
Texas
$773M 27,640,926 +1,637,300 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$593M 21,199,631 -503,845 -2%
SLI
8
Sumitomo Life Insurance
Japan
$519M 18,570,000 -8,250,000 -31%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$507M 18,132,678 -1,493,996 -8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$497M 17,763,626 -459,050 -3%
Ameriprise
11
Ameriprise
Minnesota
$491M 17,539,875 +113,330 +0.7%
UBS Group
12
UBS Group
Switzerland
$433M 15,485,194 -490,089 -3%
Wealthfront Advisers
13
Wealthfront Advisers
California
$389M 13,924,582 -385,060 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$377M 13,496,416 +365,856 +3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$326M 11,654,619 +182,749 +2%
OWM
16
Orgel Wealth Management
Wisconsin
$322M 11,520,110 +457,867 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$281M 10,047,605 +1,034,229 +11%
Wells Fargo
18
Wells Fargo
California
$278M 9,960,232 -2,334,003 -19%
APP
19
Avantax Planning Partners
Iowa
$269M 9,634,773 +253,790 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$256M 9,164,874 +84,956 +0.9%
Mariner
21
Mariner
Kansas
$230M 8,235,659 +25,129 +0.3%
CAM
22
Cresset Asset Management
Illinois
$212M 7,582,282 +2,069,007 +38%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$191M 6,818,561 +749,871 +12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$189M 6,768,332 -331,630 -5%
CCWM
25
Cassaday & Co Wealth Management
Virginia
$165M 5,917,303 +161,391 +3%
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