SCHD icon

Schwab US Dividend Equity ETF

1,906 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 732 increasing their positions, 752 reducing their positions, and 101 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 funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
HIW
476
Holos Integrated Wealth
Pennsylvania
$5.61M
IWM
477
IHT Wealth Management
Illinois
$5.53M
SWM
478
Sendero Wealth Management
Texas
$5.5M
B
479
Bensler
Washington
$5.44M
LPT
480
Legacy Private Trust
Wisconsin
$5.43M
RDWM
481
Red Door Wealth Management
Tennessee
$5.42M
MWA
482
Merkkuri Wealth Advisors
New York
$5.41M
AOWM
483
Alpha Omega Wealth Management
Virginia
$5.36M
PIAS
484
PCA Investment Advisory Services
Ohio
$5.35M
EF
485
Exeter Financial
Arizona
$5.35M
WP
486
WealthPLAN Partners
Nebraska
$5.31M
CW
487
Channel Wealth
California
$5.25M
ES
488
Eagle Strategies
New York
$5.23M
PI
489
PFG Investments
New York
$5.19M
HA
490
Hofer & Associates
California
$5.17M
SWM
491
Spire Wealth Management
Virginia
$5.16M
SF
492
Seek First
California
$5.16M
WLIM
493
White Lighthouse Investment Management
Massachusetts
$5.15M
WS
494
Wedbush Securities
California
$5.12M
AWM
495
Apollon Wealth Management
South Carolina
$5.11M
TFS
496
Thoroughbred Financial Services
Tennessee
$5.11M
QCM
497
Quantinno Capital Management
New York
$5.09M
AAP
498
Arax Advisory Partners
Colorado
$5.08M
GFPC
499
Global Financial Private Client
Florida
$5.07M
CW
500
CreativeOne Wealth
Kansas
$5.03M