SCHD icon

Schwab US Dividend Equity ETF

1,766 hedge funds and large institutions have $22.1B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 748 increasing their positions, 726 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
VCAM
1051
Van Cleef Asset Management
Ohio
$776K
BCWM
1052
Bartlett & Co Wealth Management
Ohio
$776K
WMWM
1053
Wilkins Miller Wealth Management
Alabama
$776K
SP
1054
Stonebrook Private
Michigan
$776K
OFG
1055
Orcam Financial Group
California
$774K
DWP
1056
Daymark Wealth Partners
Ohio
$774K
ORC
1057
O'Rourke & Company
Massachusetts
$773K
LWM
1058
Level Wealth Management
North Carolina
$772K
CAM
1059
Carret Asset Management
New York
$772K
OA
1060
Oxbow Advisors
Texas
$771K
DP
1061
DDD Partners
Washington
$768K
RWM
1062
Rench Wealth Management
Texas
$761K
VAG
1063
VisionPoint Advisory Group
Texas
$758K
FCM
1064
Firestone Capital Management
Florida
$757K
NHC
1065
Nicholas Hoffman & Company
Georgia
$757K
IFWM
1066
Institute for Wealth Management
Colorado
$753K
BCM
1067
Brasada Capital Management
Texas
$753K
NSAM
1068
North Star Asset Management
Wisconsin
$753K
WCM
1069
Weik Capital Management
Pennsylvania
$751K
WB
1070
Webster Bank
Connecticut
$749K
SWA
1071
Strategies Wealth Advisors
Michigan
$747K
FC
1072
Fusion Capital
South Carolina
$743K
PB
1073
Pinnacle Bancorp
Nebraska
$742K
BPWM
1074
Badgley Phelps Wealth Managers
Washington
$739K
HR
1075
Howe & Rusling
New York
$737K