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, 752 increasing their positions, 732 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
WMP
1451
Wealth Management Partners
Arizona
$278K
SFP
1452
Strategic Financial Partners
Oregon
$278K
FA
1453
Financial Advisors
Massachusetts
$278K
CAG
1454
Centerpoint Advisory Group
Kansas
$277K
PIP
1455
Peachtree Investment Partners
Florida
$277K
RWA
1456
River Wealth Advisors
Pennsylvania
$276K
RBCM
1457
Raub Brock Capital Management
California
$276K
SIC
1458
Samalin Investment Counsel
New York
$276K
SL
1459
Summitry LLC
California
$276K
BP
1460
Ballentine Partners
Massachusetts
$275K
FSWA
1461
Financial Synergies Wealth Advisors
Texas
$275K
WWM
1462
Wolff Wiese Magana
California
$274K
CG
1463
Clifford Group
Massachusetts
$273K
GWS
1464
Glassman Wealth Services
Virginia
$273K
VC
1465
Vicus Capital
Pennsylvania
$273K
WA
1466
Waterford Advisors
New York
$273K
WDC
1467
Woodward Diversified Capital
California
$272K
HT
1468
Heritage Trust
Oklahoma
$271K
FC
1469
Fjell Capital
North Dakota
$270K
AAS
1470
Annex Advisory Services
Wisconsin
$269K
MIM
1471
Marco Investment Management
Georgia
$269K
FWM
1472
Finer Wealth Management
Massachusetts
$269K
PCFFS
1473
Pacific Center for Financial Services
California
$268K
RWRC
1474
R.W. Roge & Company
New York
$268K
CP
1475
Clarendon Private
Massachusetts
$268K