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
DRP
551
Decker Retirement Planning
Utah
$4.1M
EA
552
Emerald Advisors
Washington
$4.1M
MWM
553
MOR Wealth Management
Pennsylvania
$4.08M
KFSN
554
Keystone Financial Services (Nebraska)
Nebraska
$4.05M
IAA
555
Independent Advisor Alliance
North Carolina
$4.03M
PFS
556
Prospera Financial Services
Texas
$4.03M
AA
557
Auxano Advisors
Washington
$4.03M
BIM
558
Breakwater Investment Management
Washington
$4.02M
KA
559
Kovack Advisors
Florida
$4.01M
AWP
560
Axis Wealth Partners
Rhode Island
$4M
FWA
561
Flagship Wealth Advisors
Massachusetts
$3.97M
IF
562
IRON Financial
Illinois
$3.96M
GCA
563
Gradient Capital Advisors
California
$3.94M
SIA
564
Soltis Investment Advisors
Utah
$3.93M
RW
565
RVW Wealth
California
$3.91M
CG
566
Caprock Group
Idaho
$3.89M
WIM
567
WealthPlan Investment Management
Nebraska
$3.89M
BBHC
568
Brown Brothers Harriman & Co
New York
$3.88M
CFGSD
569
Compass Financial Group (South Dakota)
South Dakota
$3.88M
GAG
570
GM Advisory Group
New York
$3.88M
NW
571
NewEdge Wealth
Pennsylvania
$3.87M
CWMK
572
Caliber Wealth Management (Kansas)
Kansas
$3.85M
VFIC
573
Valley Forge Investment Consultants
Pennsylvania
$3.84M
VWM
574
Vermillion Wealth Management
Minnesota
$3.84M
LCM
575
LVM Capital Management
Michigan
$3.82M