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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

1,759 hedge funds and large institutions have $21B invested in Schwab US Dividend Equity ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 825 increasing their positions, 626 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
-26
Holders Change %
-1.46%
% of All Funds
23.59%
Holding in Top 10
240
Holding in Top 10 Change
-42
Holding in Top 10 Change %
-14.89%
% of All Funds
3.22%
New
128
Increased
825
Reduced
626
Closed
114
Calls
$119M
Puts
$71.5M
Net Calls
+$47.3M
Net Calls Change
-$27.4M

Top Buyers

1
DP
DDD Partners
Washington
$31.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$509M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$41.1M
4
PAS
Park Avenue Securities
New York
$22.8M
5
KFP
Keystone Financial Planning
Ohio
$168M

Top Sellers

1
SLI
Sumitomo Life Insurance
Japan
$0
2
OWM
Orgel Wealth Management
Wisconsin
$10.5M
3
Bank of America
Bank of America
North Carolina
$757M
4
Raymond James Financial
Raymond James Financial
Florida
$464M
5
Ameriprise
Ameriprise
Minnesota
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$1.04B +$11.4M +430,511 +1%
WANY
2
Wealthspire Advisors (New York)
New York
$768M -$15.2M -572,036 -2%
Bank of America
3
Bank of America
North Carolina
$757M -$97.6M -3,682,812 -11%
AAS
4
Avantax Advisory Services
Texas
$754M +$21.1M +796,001 +3%
Morgan Stanley
5
Morgan Stanley
New York
$748M -$30.1M -1,134,063 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$509M +$28.7M +1,083,206 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$464M -$97.3M -3,671,429 -17%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$454M -$16.9M -636,708 -4%
UBS Group
9
UBS Group
Switzerland
$415M +$4.85M +183,170 +1%
Ameriprise
10
Ameriprise
Minnesota
$392M -$72.9M -2,751,935 -16%
Wealthfront Advisers
11
Wealthfront Advisers
California
$357M -$12.5M -471,036 -3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$330M +$11.3M +412,988 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$318M -$39.6M -1,493,290 -11%
Wells Fargo
14
Wells Fargo
California
$269M +$4.75M +179,402 +2%
APP
15
Avantax Planning Partners
Iowa
$251M -$4.65M -175,375 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$246M -$26.2M -966,876 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$241M -$1.89M -71,198 -0.8%
Mariner
18
Mariner
Kansas
$208M -$10.6M -399,333 -5%
CAM
19
Cresset Asset Management
Illinois
$189M -$11.5M -435,359 -6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$188M +$7.57M +285,560 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$182M +$2.23M +84,206 +1%
KFP
22
Keystone Financial Planning
Ohio
$168M +$22.6M +854,298 +16%
MML Investors Services
23
MML Investors Services
Massachusetts
$161M +$4.92M +185,649 +3%
CCWM
24
Cassaday & Co Wealth Management
Virginia
$157M +$139K +5,252 +0.1%
HighTower Advisors
25
HighTower Advisors
Illinois
$150M -$476K -17,946 -0.3%
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