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
NQWM
76
Northwest Quadrant Wealth Management
Oregon
$43.4M +$1.8M +66,143 +4%
SAM
77
Securian Asset Management
Minnesota
$43.2M
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$42.9M -$1.76M -64,543 -4%
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$42.7M +$2.31M +84,781 +6%
EH
80
Equitable Holdings
New York
$42.1M -$9.78M -358,310 -19%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$41.6M +$307K +11,258 +0.7%
AF
82
Apexium Financial
Texas
$41.5M +$1.72M +63,056 +4%
HWM
83
HB Wealth Management
Georgia
$40.9M +$1.56M +57,181 +4%
PA
84
Pinnacle Associates
New York
$40.3M -$1.41M -51,757 -3%
LS
85
Leelyn Smith
Illinois
$40.1M +$1.24M +45,292 +3%
CWM
86
Cedar Wealth Management
California
$39.5M +$4.37M +160,249 +12%
AFA
87
American Financial Advisors
Georgia
$38.1M +$8.53M +312,597 +29%
ACA
88
Aptus Capital Advisors
Alabama
$37.7M -$26.3M -965,158 -41%
NFW
89
Noble Family Wealth
Florida
$37.4M +$2.19M +80,325 +6%
PD
90
Planning Directions
Pennsylvania
$37.2M +$1.49M +54,458 +4%
CL
91
Choreo LLC
Illinois
$37.2M +$866K +31,737 +2%
SI
92
Stephens Inc
Arkansas
$36.2M +$177K +6,477 +0.5%
FPAS
93
Focus Partners Advisor Solutions
Missouri
$36.2M +$1.33M +48,719 +4%
FWM
94
ForthRight Wealth Management
Georgia
$34.4M +$1.46M +53,471 +4%
LPAM
95
Lodestar Private Asset Management
California
$33.5M +$1.47M +53,862 +5%
CFS
96
CRA Financial Services
New Jersey
$33M +$286K +10,496 +0.9%
William Blair & Company
97
William Blair & Company
Illinois
$33M -$7.49M -274,500 -19%
VDI
98
Vaughan David Investments
Illinois
$32.9M +$96K +3,518 +0.3%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$32.8M +$1.72M +62,892 +6%
CFP
100
Curran Financial Partners
South Carolina
$32.7M +$3.1M +113,507 +10%