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
HighTower Advisors
26
HighTower Advisors
Illinois
$155M +$913K +33,472 +0.6%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$147M -$6.04M -221,368 -4%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$145M +$103M +3,777,339 +243%
HWA
29
HHM Wealth Advisors
Tennessee
$139M -$2.79M -102,314 -2%
JP Morgan Chase
30
JP Morgan Chase
New York
$126M +$2.62M +95,857 +2%
Creative Planning
31
Creative Planning
Kansas
$120M +$687K +25,167 +0.6%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$105M -$21.4M -785,654 -17%
Truist Financial
33
Truist Financial
North Carolina
$105M +$2M +73,456 +2%
KeyBank National Association
34
KeyBank National Association
Ohio
$100M -$3.81M -139,540 -4%
KAS
35
Kestra Advisory Services
Texas
$94.1M +$21M +770,210 +29%
FFN
36
Focus Financial Network
Minnesota
$87.3M -$916K -33,586 -1%
BFG
37
Bouchey Financial Group
New York
$84.5M +$1.35M +49,551 +2%
BFG
38
Berger Financial Group
Minnesota
$83.5M +$868K +31,798 +1%
CFB
39
Cullen/Frost Bankers
Texas
$81.4M -$27.4M -1,004,953 -25%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$78.4M +$9.36M +343,006 +14%
VA
41
Valmark Advisers
Ohio
$76.4M +$1.93M +70,757 +3%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$75.4M -$6.22M -227,929 -8%
AAIM
43
Asset Advisors Investment Management
Georgia
$72.1M -$2.17M -79,563 -3%
CAM
44
Cresset Asset Management
Illinois
$67.5M +$1.78M +65,109 +3%
LA
45
LVW Advisors
New York
$64.4M -$26.3M -964,122 -29%
AF
46
Allworth Financial
California
$62M +$2.46M +90,043 +4%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$60.8M -$24.4M -894,660 -29%
Stifel Financial
48
Stifel Financial
Missouri
$60.6M -$590K -21,640 -1%
MCM
49
MAI Capital Management
Ohio
$59.8M +$404K +14,821 +0.7%
DADC
50
D.A. Davidson & Co
Montana
$59.7M +$2.04M +74,663 +4%