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
WA
1501
Wealth Architects
California
$248K
WAS
1502
WESPAC Advisors SoCal
California
$248K
IWB
1503
Innovative Wealth Building
Maryland
$248K
PW
1504
PUREfi Wealth
Massachusetts
$246K
WDL
1505
Well Done LLC
Michigan
$246K
ACM
1506
Avos Capital Management
Washington
$246K
KFGK
1507
Keystone Financial Group (Kentucky)
Kentucky
$245K
AWM
1508
Abound Wealth Management
Tennessee
$245K
FFA
1509
Fi3 Financial Advisors
Indiana
$245K
LTL
1510
Lowery Thomas LLC
California
$245K
TPA
1511
Trivium Point Advisory
Connecticut
$244K
JPWM
1512
Jamison Private Wealth Management
Georgia
$244K
PWM
1513
Provident Wealth Management
Tennessee
$243K
MW
1514
MBL Wealth
North Carolina
$242K
VCM
1515
Virtue Capital Management
Tennessee
$242K
TH
1516
Team Hewins
California
$241K
RGC
1517
Roberts, Glore & Co
Illinois
$241K
EW
1518
Evoke Wealth
California
$241K
TC
1519
TownSquare Capital
Utah
$241K
IP
1520
Ignite Planners
California
$241K
KIM
1521
Kestra Investment Management
Texas
$241K
Legacy Financial Group (Iowa)
1522
Legacy Financial Group (Iowa)
Iowa
$240K
HWA
1523
HCR Wealth Advisors
California
$239K
BLC
1524
Brown, Lisle/Cummings
Rhode Island
$238K
PGF
1525
Plan Group Financial
Oklahoma
$238K