We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

1,802 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, 757 increasing their positions, 745 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $134M | Put options by funds: $69.9M

45% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 87

5% more capital invested

Capital invested by funds: $21B → $22.2B (+$1.15B)

2% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 745

0.64% more ownership

Funds ownership: 30.43%31.07% (+0.64%)

0% more funds holding

Funds holding: 1,8001,802 (+2)

15% less funds holding in top 10

Funds holding in top 10: 246208 (-38)

Holders
1,802
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
23.65%
Holding in Top 10
208
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-15.45%
% of All Funds
2.73%
New
126
Increased
757
Reduced
745
Closed
87
Calls
$134M
Puts
$69.9M
Net Calls
+$64.2M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
401
D.E. Shaw & Co
New York
$6.94M +$5.11M +187,282 +279%
SSWM
402
Sheets Smith Wealth Management
North Carolina
$6.94M -$998K -36,594 -13%
BMCM
403
Burns Matteson Capital Management
New York
$6.93M +$110K +4,035 +2%
OPA
404
Old Port Advisors
Maine
$6.92M +$149K +5,459 +2%
FLPIM
405
F.L. Putnam Investment Management
Massachusetts
$6.92M -$2.11M -77,488 -23%
FIC
406
Family Investment Center
Missouri
$6.89M -$115K -4,225 -2%
PIMG
407
Patriot Investment Management Group
Tennessee
$6.87M -$233K -8,554 -3%
YLHM
408
Yelin Lapidot Holdings Management
Israel
$6.87M
HWM
409
HRC Wealth Management
Idaho
$6.86M +$70.1K +2,570 +1%
FMC
410
First Merchants Corp
Indiana
$6.85M -$1.91M -70,063 -22%
TF
411
Tudor Financial
Ohio
$6.85M +$59.3K +2,175 +0.9%
CS
412
Crescent Sterling
Louisiana
$6.85M +$256K +9,371 +4%
DCM
413
Donaldson Capital Management
Indiana
$6.82M -$20.9K -767 -0.3%
LSIA
414
LaSalle St. Investment Advisors
Illinois
$6.82M +$6.46M +236,773 +1,840%
SWA
415
Stratos Wealth Advisors
Ohio
$6.74M +$309K +11,331 +5%
CA
416
CapWealth Advisors
Tennessee
$6.72M -$61.9K -2,269 -0.9%
VWA
417
Visionary Wealth Advisors
Illinois
$6.68M +$102K +3,749 +2%
SWP
418
Strategic Wealth Partners
Ohio
$6.67M +$9.82K +360 +0.1%
CF
419
Cyr Financial
Illinois
$6.67M +$278K +10,183 +4%
CA
420
CoreCap Advisors
Michigan
$6.64M -$7.36M -269,796 -53%
HNWAG
421
High Net Worth Advisory Group
Florida
$6.49M +$92.3K +3,383 +1%
CPIG
422
Chicago Partners Investment Group
Illinois
$6.47M -$4.57M -167,581 -41%
FT
423
Fiduciary Trust
Massachusetts
$6.45M -$1.06M -38,876 -14%
MFF
424
Michels Family Financial
Texas
$6.42M +$181K +6,652 +3%
CAC
425
Certified Advisory Corp
Florida
$6.39M -$3.3M -120,837 -34%