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
SIM
676
Synergy Investment Management
Florida
$2.77M
HL
677
HeadInvest LLC
Maine
$2.75M
BWA
678
Beam Wealth Advisors
Louisiana
$2.75M
HA
679
Hamel Associates
New Jersey
$2.74M
Tudor Investment Corp
680
Tudor Investment Corp
Connecticut
$2.74M
MWA
681
Muirfield Wealth Advisors
North Carolina
$2.73M
BWP
682
BlueStem Wealth Partners
Minnesota
$2.73M
CWS
683
Cypress Wealth Services
California
$2.72M
CFO
684
Collective Family Office
Pennsylvania
$2.72M
JCM
685
Jacobi Capital Management
Pennsylvania
$2.71M
FTS
686
Fifth Third Securities
Ohio
$2.71M
FWM
687
FMA Wealth Management
Massachusetts
$2.7M
GWM
688
Geneos Wealth Management
Colorado
$2.7M
KDA
689
Kraft Davis & Associates
Missouri
$2.67M
SWM
690
Silverlake Wealth Management
Vermont
$2.67M
BRWA
691
B. Riley Wealth Advisors
Florida
$2.66M
PGAM
692
Princeton Global Asset Management
New Jersey
$2.65M
ATC
693
Argent Trust Co
Tennessee
$2.65M
EWM
694
Empirical Wealth Management
Washington
$2.62M
AIA
695
Armor Investment Advisors
North Carolina
$2.6M
CA
696
Crewe Advisors
Utah
$2.6M
RWP
697
Revolve Wealth Partners
New Jersey
$2.6M
BBHC
698
Brown Brothers Harriman & Co
New York
$2.6M
WPC
699
Wedmont Private Capital
Pennsylvania
$2.58M
RMP
700
Richards, Merrill & Peterson
Washington
$2.58M