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
SA
1501
Strategic Advisors
New York
$261K -$31.5K -1,154 -11%
HFS
1502
Heritage Financial Services
Massachusetts
$260K +$40.1K +1,469 +18%
ECM
1503
EagleClaw Capital Management
Massachusetts
$259K +$32.7K +1,200 +14%
OC
1504
Oakworth Capital
Alabama
$259K
CWA
1505
Cascade Wealth Advisors
Washington
$259K -$58.4K -2,142 -18%
BRG
1506
Bay Rivers Group
Virginia
$258K +$258K +9,457 New
QWP
1507
Quotient Wealth Partners
Texas
$258K -$47.7K -1,747 -16%
PA
1508
Promethium Advisors
Maryland
$258K -$79.3K -2,908 -24%
NA
1509
Nautilus Advisors
California
$256K -$8.84K -324 -3%
TLP
1510
Trinity Legacy Partners
Texas
$256K +$261K +9,555 New
TCMP
1511
Thrive Capital Management (Pennsylvania)
Pennsylvania
$255K +$13.1K +479 +5%
JTWM
1512
Jackson Thornton Wealth Management
Alabama
$255K -$10K -367 -4%
PSP
1513
Pacific Sage Partners
Washington
$254K
HAM
1514
Harmony Asset Management
Arizona
$252K
CRWM
1515
Castle Rock Wealth Management
California
$252K +$2.13K +78 +0.9%
AW
1516
Alteri Wealth
California
$250K +$82 +3 +0%
TCOV
1517
Trust Company of Vermont
Vermont
$249K -$30.3K -1,110 -11%
LFA
1518
Laraway Financial Advisors
Minnesota
$249K +$7.42K +272 +3%
TWA
1519
TCI Wealth Advisors
Arizona
$249K +$9.82K +360 +4%
WA
1520
Wealth Architects
California
$248K +$55 +2 +0%
WAS
1521
WESPAC Advisors SoCal
California
$248K
IWB
1522
Innovative Wealth Building
Maryland
$248K +$248K +9,074 New
PW
1523
PUREfi Wealth
Massachusetts
$246K -$16.4K -600 -6%
ACM
1524
Avos Capital Management
Washington
$246K
WDL
1525
Well Done LLC
Michigan
$246K