SCHD icon

Schwab US Dividend Equity ETF

1,877 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, 728 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

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

Holders
1,877
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
JWCA
576
J.W. Cole Advisors
Florida
$3.8M
GIA
577
Gladstone Institutional Advisory
Florida
$3.75M
GCA
578
Genesee Capital Advisors
New York
$3.75M
TCG
579
Transcendent Capital Group
Oklahoma
$3.75M
PIA
580
Panoramic Investment Advisors
Colorado
$3.71M
LCM
581
Liberty Capital Management
Michigan
$3.7M
BW
582
BXM Wealth
Colorado
$3.69M
SL
583
SFM LLC
New Hampshire
$3.69M
WIM
584
Warwick Investment Management
Texas
$3.68M
NG
585
Northstar Group
New York
$3.68M
WA
586
WPG Advisers
Maryland
$3.67M
CFGA
587
Cambridge Financial Group (Arizona)
Arizona
$3.65M
FAL
588
Focused Alpha LLC
Colorado
$3.64M
RC
589
Roundview Capital
New Jersey
$3.64M
Comerica Bank
590
Comerica Bank
Texas
$3.61M
EWP
591
Elevation Wealth Partners
California
$3.61M
HI
592
Horizon Investments
North Carolina
$3.59M
CA
593
Cambridge Advisors
Nebraska
$3.59M
ML
594
McAdam LLC
Pennsylvania
$3.58M
EWA
595
EverSource Wealth Advisors
Alabama
$3.56M
WWM
596
Western Wealth Management
Colorado
$3.56M
SC
597
Savant Capital
Illinois
$3.55M
STA
598
Summit Trail Advisors
New York
$3.55M
SQA
599
Simon Quick Advisors
New Jersey
$3.55M
SA
600
Sovran Advisors
California
$3.54M