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
TWD
1701
True Wealth Design
Ohio
$41K +$12.3K +450 +43%
IBOK
1702
Independence Bank of Kentucky
Kentucky
$41K +$40.9K +1,500 New
OA
1703
Operose Advisors
Wisconsin
$40.8K
VWWMG
1704
Vermillion & White Wealth Management Group
Pennsylvania
$40.3K -$42K -1,540 -51%
HDIM
1705
Hanson & Doremus Investment Management
Vermont
$40K
SRCM
1706
Signature Resources Capital Management
California
$38.8K +$4.86K +178 +14%
MIM
1707
MTM Investment Management
South Carolina
$38.8K
OIA
1708
Optimum Investment Advisors
Illinois
$38K +$136 +5 +0.4%
TPBG
1709
Turning Point Benefit Group
Maryland
$36K +$35.6K +1,306 New
IA
1710
IFS Advisors
Kansas
$36K +$1.39K +51 +4%
T
1711
Transce3nd
Texas
$35.9K -$2.96M -108,355 -99%
RFA
1712
Reyes Financial Architecture
California
$35.5K +$33.7K +1,237 +1,903%
KFP
1713
Kerr Financial Planning
California
$35.5K +$35.5K +1,300 New
NFSG
1714
Newbridge Financial Services Group
Florida
$35.5K +$655 +24 +2%
AA
1715
Addison Advisors
Vermont
$34.8K
TC
1716
Truvestments Capital
Florida
$34.1K +$22K +807 +182%
BI
1717
Binnacle Investments
Iowa
$33.3K
CB
1718
Centennial Bank
Arkansas
$33.1K -$241K -8,841 -88%
MLA
1719
MB, Levis & Associates
Pennsylvania
$30.6K -$87.7K -3,214 -74%
PPA
1720
Painted Porch Advisors
California
$29.9K
FFO
1721
Fortitude Family Office
Arizona
$28.7K -$70K -2,565 -71%
MG
1722
MilWealth Group
Wisconsin
$27K
RDFA
1723
Ritter Daniher Financial Advisory
Ohio
$26.6K
BFO
1724
Biltmore Family Office
North Carolina
$26.6K +$14.3K +524 +116%
CJ
1725
Caitlin John
Michigan
$26.5K +$26.5K +970 New