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
CIAS
1751
CBIZ Investment Advisory Services
Ohio
$11.5K +$55 +2 +0.5%
IWP
1752
IAG Wealth Partners
Wisconsin
$10.8K
FG
1753
Fairman Group
Pennsylvania
$10.6K +$9.96K +365 +1,659%
NMG
1754
New Millennium Group
Utah
$9.62K +$5.57K +204 +138%
MSWM
1755
Mowery & Schoenfeld Wealth Management
Illinois
$9.38K
PWAM
1756
Private Wealth Asset Management
Iowa
$9.26K -$118K -4,311 -93%
GWS
1757
Greykasell Wealth Strategies
California
$9.01K +$9K +330 New
LWA
1758
Lowe Wealth Advisors
Maryland
$8.9K
LB
1759
Legacy Bridge
Iowa
$8.19K
NWMP
1760
Noble Wealth Management PBC
Colorado
$8.19K +$8.19K +300 New
MAS
1761
MPWM Advisory Solutions
Georgia
$7.37K -$4.26K -156 -37%
MDA
1762
Minot DeBlois Advisors
Massachusetts
$6.83K -$5.37K -197 -44%
B
1763
Birchbrook
Maine
$6.77K +$55 +2 +0.8%
FMP
1764
Financial Management Professionals
Texas
$6.14K -$28.8K -1,057 -82%
WPWM
1765
Western Pacific Wealth Management
Illinois
$5.91K +$82 +3 +1%
CCMI
1766
Creative Capital Management Investments
California
$5.49K +$5.48K +201 New
BHWM
1767
Beaird Harris Wealth Management
Texas
$5.41K -$409K -14,998 -99%
TFM
1768
TFC Financial Management
Massachusetts
$4.94K +$4.94K +181 New
CNBTD
1769
Citizens National Bank Trust Department
Mississippi
$4.91K
GCM
1770
Gables Capital Management
Florida
$4.75K
KWM
1771
Kiker Wealth Management
Georgia
$4.5K +$4.5K +165 New
AFWM
1772
Abich Financial Wealth Management
Virginia
$4.34K +$4.34K +159 New
RWA
1773
Redmont Wealth Advisors
Illinois
$4.26K +$27 +1 +0.6%
KA
1774
Kozak & Associates
Colorado
$4.21K -$26.7K -979 -86%
VFM
1775
Vision Financial Markets
Connecticut
$4.09K +$4.09K +150 New