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
RSWM
526
Robertson Stephens Wealth Management
California
$4.52M
SAW
527
Signal Advisors Wealth
Michigan
$4.51M
ACA
528
Alpha Capital Advisors
Maine
$4.5M
US Bancorp
529
US Bancorp
Minnesota
$4.5M
PCA
530
Pallas Capital Advisors
Massachusetts
$4.47M
MWM
531
MBE Wealth Management
Wisconsin
$4.47M
LA
532
Lynch & Associates
Indiana
$4.46M
MLICM
533
Metropolitan Life Insurance Company (MetLife)
New York
$4.43M
BPFA
534
Barnes Pettey Financial Advisors
Mississippi
$4.41M
KNFPWM
535
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.39M
CB
536
Chris Bulman
California
$4.38M
OFP
537
OLIO Financial Planning
Virginia
$4.37M
CIC
538
Cutler Investment Counsel
Oregon
$4.36M
FWM
539
Foguth Wealth Management
Michigan
$4.36M
JFG
540
Jefferies Financial Group
New York
$4.34M
CA
541
Cresta Advisors
Texas
$4.34M
OPWM
542
Oxinas Partners Wealth Management
Indiana
$4.32M
GPFA
543
Game Plan Financial Advisors
Ohio
$4.27M
PCMN
544
Paradigm Capital Management (Nevada)
Nevada
$4.26M
CNB
545
Camden National Bank
Maine
$4.25M
Betterment LLC
546
Betterment LLC
New York
$4.21M
NF
547
Nikulski Financial
Iowa
$4.16M
RBFC
548
Roman Butler Fullerton & Co
Missouri
$4.12M
KF
549
KKM Financial
Illinois
$4.12M
IAS
550
Insigneo Advisory Services
Florida
$4.11M