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
VWM
551
Vermillion Wealth Management
Minnesota
$3.88M
ANTB
552
AMG National Trust Bank
Colorado
$3.88M
NAS
553
NWF Advisory Services
California
$3.84M
CAG
554
Csenge Advisory Group
Florida
$3.83M
CFGSD
555
Compass Financial Group (South Dakota)
South Dakota
$3.81M
MWM
556
MOKAN Wealth Management
Kansas
$3.8M
RC
557
Roundview Capital
New Jersey
$3.8M
MWM
558
Maridea Wealth Management
New York
$3.8M
PIA
559
Panoramic Investment Advisors
Colorado
$3.78M
TWP
560
Total Wealth Planning
Ohio
$3.78M
BIM
561
Breakwater Investment Management
Washington
$3.77M
M&T Bank
562
M&T Bank
New York
$3.76M
EWA
563
Evolution Wealth Advisors
Florida
$3.76M
EA
564
Emerald Advisors
Washington
$3.75M
DRP
565
Decker Retirement Planning
Utah
$3.73M
WIM
566
Warwick Investment Management
Texas
$3.72M
MW
567
Members Wealth
Pennsylvania
$3.72M
GIA
568
Gladstone Institutional Advisory
Florida
$3.71M
GSIAS
569
Garden State Investment Advisory Services
New Jersey
$3.69M
NG
570
Northstar Group
New York
$3.67M
SA
571
Sovran Advisors
California
$3.67M
AF
572
Alerus Financial
North Dakota
$3.67M
CAL
573
Capital Analysts LLC
Pennsylvania
$3.67M
WIP
574
WealthCare Investment Partners
Rhode Island
$3.66M
ML
575
McAdam LLC
Pennsylvania
$3.65M