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
KA
351
Kure Advisory
Minnesota
$8.16M
LW
352
Livet Wealth
Utah
$8.08M
SCFS
353
Stewardship Concepts Financial Services
Washington
$8.02M
MW
354
Marble Wealth
Alabama
$8.01M
NL
355
Navalign LLC
California
$7.97M
BAM
356
Belpointe Asset Management
Nevada
$7.97M
AFG
357
Atomi Financial Group
New York
$7.94M
SCM
358
Spreng Capital Management
Ohio
$7.91M
BBW
359
Blue Barn Wealth
Utah
$7.91M
HI
360
Hudock Inc
Pennsylvania
$7.91M
CAG
361
Curtis Advisory Group
California
$7.9M
LSIA
362
LaSalle St. Investment Advisors
Illinois
$7.83M
SFMG
363
Sage Financial Management Group
Virginia
$7.83M
HCP
364
Holt Capital Partners
Texas
$7.82M
GFP
365
Guardian Financial Partners
California
$7.79M
NFG
366
Northeast Financial Group
Pennsylvania
$7.78M
TAM
367
Titleist Asset Management
Texas
$7.77M
PFPG
368
Pinnacle Financial Partners (Georgia)
Georgia
$7.73M
HSA
369
HBK Sorce Advisory
Pennsylvania
$7.7M
SFG
370
SevenBridge Financial Group
Pennsylvania
$7.67M
OP
371
ORG Partners
Indiana
$7.67M
IC
372
IEQ Capital
California
$7.67M
HF
373
HRT Financial
New York
$7.64M
CAP
374
Columbia Advisory Partners
Washington
$7.61M
DCM
375
Davis Capital Management
Florida
$7.59M