SCHD icon

Schwab US Dividend Equity ETF

1,781 hedge funds and large institutions have $22.2B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 753 increasing their positions, 731 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
208
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$134M
Puts
$69.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
326
Fiduciary Alliance
South Carolina
$8.98M
DW30
327
Drucker Wealth 3.0
New Jersey
$8.91M
IWM
328
IHT Wealth Management
Illinois
$8.89M
GB
329
Gunma Bank
Japan
$8.87M
PAI
330
Pittenger & Anderson Inc
Nebraska
$8.87M
HCP
331
Holt Capital Partners
Texas
$8.84M
PTP
332
Platform Technology Partners
New York
$8.81M
YIA
333
YHB Investment Advisors
Connecticut
$8.77M
AWA
334
Arkadios Wealth Advisors
Georgia
$8.75M
RFS
335
Retirement Financial Solutions
Tennessee
$8.65M
AWM
336
AE Wealth Management
Kansas
$8.63M
SOS
337
Silver Oak Securities
Tennessee
$8.62M
Capital Fund Management (CFM)
338
Capital Fund Management (CFM)
France
$8.58M
AC
339
Avant Capital
Louisiana
$8.49M
MA
340
MBA Advisors
Pennsylvania
$8.48M
CA
341
Clearstead Advisors
Ohio
$8.46M
MS
342
Madden Securities
Texas
$8.45M
JWWM
343
Johnson & White Wealth Management
Pennsylvania
$8.43M
SAI
344
Savvy Advisors Inc
New York
$8.39M
RF
345
Robbins Farley
New Hampshire
$8.38M
UCFA
346
United Capital Financial Advisors
Texas
$8.37M
PF
347
Penney Financial
Texas
$8.36M
CFA
348
Cahill Financial Advisors
Minnesota
$8.33M
NEPWA
349
New England Private Wealth Advisors
Massachusetts
$8.29M
GFP
350
Guardian Financial Partners
California
$8.24M