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
AFS
1326
Access Financial Services
Minnesota
$402K -$121K -4,423 -23%
CQWA
1327
Chokshi & Queen Wealth Advisors
California
$399K
GA
1328
GoalVest Advisory
New York
$398K
PWM
1329
Prosperity Wealth Management
California
$397K +$9.55K +350 +2%
PRP
1330
Peak Retirement Planning
Ohio
$397K +$160K +5,866 +68%
SWM
1331
Stockman Wealth Management
Montana
$396K -$17.1K -625 -4%
SIAP
1332
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$395K +$55 +2 +0%
HIA
1333
Harbor Investment Advisory
Maryland
$394K +$11.2K +410 +3%
BI
1334
Ballast Inc
Kentucky
$394K
SA
1335
Strategic Advocates
Utah
$393K +$3.74K +137 +1%
AIC
1336
Argus Investors Counsel
New York
$392K -$682 -25 -0.2%
RWP
1337
Ridgeline Wealth Planning
Ohio
$390K -$29.6K -1,085 -7%
GG
1338
GenWealth Group
New Jersey
$389K +$389K +14,256 New
GIM
1339
Glenmede Investment Management
Pennsylvania
$388K -$2.46K -90 -0.6%
LFA
1340
Legacy Financial Advisors
Kentucky
$386K -$3.14K -115 -0.8%
TWM
1341
Topsail Wealth Management
North Carolina
$386K
GCM
1342
Generation Capital Management
New York
$386K
SB
1343
Sunflower Bank
Texas
$384K
LBC
1344
Lowe Brockenbrough & Co
Virginia
$384K -$318K -11,655 -45%
BC
1345
Bulwark Capital
Florida
$383K -$1.21M -44,228 -76%
PCP
1346
Proficio Capital Partners
Massachusetts
$382K
GGI
1347
GPM Growth Investors
Michigan
$382K +$27 +1 +0%
CAG
1348
Compass Advisory Group
New York
$382K -$7.47K -274 -2%
RCA
1349
Resonant Capital Advisors
Wisconsin
$381K +$27 +1 +0%
NP
1350
NorthRock Partners
Minnesota
$380K +$26.1K +958 +7%