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In Q2 2025, institutions increased holdings in Schwab’s dividend and large-cap ETFs, notably SCHD and SCHV.
In the second quarter of 2025, multiple financial firms adjusted their holdings in Schwab ETFs.
Enclave Advisors LLC acquired a new position in SCHV, buying 52,332 shares valued at $1.45 million, while Envestnet Asset Management Inc. significantly increased its SCHV stake.
Meanwhile, Prepared Retirement Institute LLC raised its SCHD holdings by 2.0%, making it its second-largest holding.
Other firms, including SigFig Wealth Management and Elser Financial Planning, increased their SCHX positions, while ERn Financial LLC and Enclave Advisors reduced theirs.
SCHD, SCHV, and SCHX saw varied institutional activity, reflecting ongoing interest in U.S. large-cap and dividend-focused ETFs.
En el segundo trimestre de 2025, las entidades aumentaron sus tenencias en los ETF de dividendos y de gran capitalización de Schwab, en particular en los SCHD y SCHV.