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
CIA
601
Capital Investment Advisors
Georgia
$3.53M
CB
602
Commerce Bank
Missouri
$3.52M
BI
603
Beckerman Institutional
New Jersey
$3.51M
AIM
604
Anchor Investment Management
South Carolina
$3.51M
Bessemer Group
605
Bessemer Group
New Jersey
$3.5M
EWP
606
Equity Wealth Partners
Missouri
$3.5M
MFG
607
Mainsail Financial Group
Washington
$3.49M
CF
608
Centaurus Financial
California
$3.48M
MWM
609
Meridian Wealth Management
Kentucky
$3.45M
FHC
610
First Heartland Consultants
Missouri
$3.45M
PWA
611
Portus Wealth Advisors
North Carolina
$3.45M
BWM
612
BKM Wealth Management
Wisconsin
$3.44M
NS
613
NBC Securities
Alabama
$3.43M
S
614
Sachetta
Massachusetts
$3.42M
GSIAS
615
Garden State Investment Advisory Services
New Jersey
$3.39M
MWM
616
Maridea Wealth Management
New York
$3.39M
OW
617
Olistico Wealth
Oklahoma
$3.36M
VAS
618
Vestmark Advisory Solutions
Massachusetts
$3.35M
WFAG
619
Worth Financial Advisory Group
North Carolina
$3.34M
TCWM
620
Total Clarity Wealth Management
Illinois
$3.34M
CAG
621
Csenge Advisory Group
Florida
$3.34M
HHCP
622
Hilton Head Capital Partners
South Carolina
$3.33M
CIM
623
Corda Investment Management
Texas
$3.31M
RMP
624
Richards, Merrill & Peterson
Washington
$3.3M
SIS
625
Strategic Investment Solutions
Illinois
$3.3M