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
BCM
176
Brookstone Capital Management
Illinois
$18.7M -$297K -10,870 -2%
FFA
177
Farther Finance Advisors
California
$18.5M -$3.03M -110,908 -14%
MGIA
178
Moneta Group Investment Advisors
Missouri
$18.4M +$5.72M +209,546 +45%
AWM
179
Axxcess Wealth Management
California
$18.2M +$721K +26,433 +4%
AAS
180
Asset Allocation Strategies
Michigan
$18M -$2.24M -82,100 -11%
PAG
181
Powers Advisory Group
Illinois
$17.9M -$255K -9,359 -1%
Marshall Wace
182
Marshall Wace
United Kingdom
$17.9M +$17.9M +655,778 New
ASN
183
Advisory Services Network
Georgia
$17.9M +$641K +23,513 +4%
SA
184
Skyline Advisors
Washington
$17.8M +$891K +32,656 +5%
JIP
185
Jaffetilchin Investment Partners
Florida
$17.4M +$797K +29,207 +5%
GLLW
186
Graves Light Lenhart Wealth
Virginia
$17.3M +$267K +9,773 +2%
OC
187
Oppenheimer & Co
New York
$17.3M +$1.38M +50,462 +9%
MOS
188
MGO One Seven
Ohio
$17.2M +$406K +14,883 +2%
SIM
189
Sims Investment Management
Ohio
$17.1M -$32.2K -1,179 -0.2%
IAS
190
IMA Advisory Services
Colorado
$17M -$62.3M -2,284,538 -79%
AA
191
Advisory Alpha
Michigan
$16.9M +$91.5K +3,355 +0.5%
SCM
192
Stonehearth Capital Management
Massachusetts
$16.8M +$1.6M +58,613 +11%
WFS
193
Weitzel Financial Services
Iowa
$16.8M +$559K +20,488 +3%
PWMAG
194
Pinnacle Wealth Management Advisory Group
New Jersey
$16.8M -$1.17M -42,832 -7%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$16.5M -$15.2M -556,214 -48%
FNC
196
First National Corp
Massachusetts
$16.5M +$210K +7,700 +1%
SF
197
Schaeffer Financial
Maryland
$16.3M -$2.9M -106,347 -15%
HCM
198
Hengehold Capital Management
Ohio
$16.2M -$9.92M -363,621 -38%
PRI
199
Prepared Retirement Institute
Pennsylvania
$16.1M +$1.02M +37,208 +7%
DC
200
Davenport & Co
Virginia
$16.1M +$886K +32,490 +6%