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
SW
1051
SteelPeak Wealth
California
$795K
National Bank of Canada
1052
National Bank of Canada
Quebec, Canada
$794K
AA
1053
Ancora Advisors
Ohio
$790K
CWM
1054
CCG Wealth Management
California
$782K
B
1055
Bailard
California
$779K
FSA
1056
Fort Sheridan Advisors
Illinois
$778K
MBI
1057
May Barnhard Investments
Maryland
$777K
VCAM
1058
Van Cleef Asset Management
Ohio
$776K
BCWM
1059
Bartlett & Co Wealth Management
Ohio
$776K
WMWM
1060
Wilkins Miller Wealth Management
Alabama
$776K
SP
1061
Stonebrook Private
Michigan
$776K
OFG
1062
Orcam Financial Group
California
$774K
DWP
1063
Daymark Wealth Partners
Ohio
$774K
ORC
1064
O'Rourke & Company
Massachusetts
$773K
LWM
1065
Level Wealth Management
North Carolina
$772K
CAM
1066
Carret Asset Management
New York
$772K
OA
1067
Oxbow Advisors
Texas
$771K
DP
1068
DDD Partners
Washington
$768K
RWM
1069
Rench Wealth Management
Texas
$761K
VAG
1070
VisionPoint Advisory Group
Texas
$758K
FCM
1071
Firestone Capital Management
Florida
$757K
NHC
1072
Nicholas Hoffman & Company
Georgia
$757K
IFWM
1073
Institute for Wealth Management
Colorado
$753K
BCM
1074
Brasada Capital Management
Texas
$753K
NSAM
1075
North Star Asset Management
Wisconsin
$753K