SCHD icon

Schwab US Dividend Equity ETF

1,876 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 727 increasing their positions, 748 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 748

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,876
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XF
251
XML Financial
Maryland
$11.6M
BEI
252
Benjamin Edwards Inc
Missouri
$11.6M
NFG
253
Nations Financial Group
Iowa
$11.5M
FCM
254
Family Capital Management
Michigan
$11.5M
BCI
255
Brinker Capital Investments
Pennsylvania
$11.5M
SEIA
256
Signature Estate & Investment Advisors
California
$11.4M
AWM
257
Avior Wealth Management
Nebraska
$11.3M
SAI
258
Savvy Advisors Inc
New York
$11.3M
BGAI
259
Bruce G. Allen Investments
Colorado
$11.2M
CIA
260
Concurrent Investment Advisors
Florida
$11.2M
BWA
261
BlueChip Wealth Advisors
Georgia
$11.2M
AWA
262
Acorn Wealth Advisors
Michigan
$11.1M
CWA
263
Canvas Wealth Advisors
Kansas
$11.1M
AI
264
Atria Investments
North Carolina
$11M
CST
265
Charles Schwab Trust
Nevada
$10.8M
AssetMark Inc
266
AssetMark Inc
California
$10.7M
SFA
267
Sequoia Financial Advisors
Ohio
$10.7M
MFG
268
Midwest Financial Group
Kansas
$10.7M
PF
269
Prosperitas Financial
California
$10.6M
ICM
270
Islay Capital Management
Texas
$10.6M
JWS
271
Juncture Wealth Strategies
Arizona
$10.6M
WIA
272
World Investment Advisors
California
$10.6M
KFGG
273
Keystone Financial Group (Georgia)
Georgia
$10.6M
Capital Fund Management (CFM)
274
Capital Fund Management (CFM)
France
$10.5M
YWM
275
Yukon Wealth Management
Kansas
$10.5M