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
TCWM
626
Total Clarity Wealth Management
Illinois
$3.34M
CAG
627
Csenge Advisory Group
Florida
$3.34M
HHCP
628
Hilton Head Capital Partners
South Carolina
$3.33M
MCM
629
Mengis Capital Management
Oregon
$3.31M
CIM
630
Corda Investment Management
Texas
$3.31M
RMP
631
Richards, Merrill & Peterson
Washington
$3.3M
SIS
632
Strategic Investment Solutions
Illinois
$3.3M
MWM
633
MOKAN Wealth Management
Kansas
$3.3M
CL
634
COWA LLC
Oklahoma
$3.29M
UAG
635
United Advisor Group
Ohio
$3.29M
FD
636
Financial Designs
California
$3.28M
WF
637
Warner Financial
Maryland
$3.25M
OCM
638
Orion Capital Management
California
$3.24M
FFA
639
Florida Financial Advisors
Florida
$3.23M
NFTC
640
North Forty Two & Co
Oregon
$3.21M
WA
641
WBH Advisory
Maryland
$3.2M
FWA
642
FSC Wealth Advisors
New York
$3.18M
TF
643
Tenzing Financial
Virginia
$3.14M
LF
644
LifeSteps Financial
California
$3.13M
GIA
645
Guyasuta Investment Advisors
Pennsylvania
$3.12M
SG
646
StoneX Group
New York
$3.11M
SFG
647
SageGuard Financial Group
Tennessee
$3.11M
PMG
648
ProVise Management Group
Florida
$3.1M
MA
649
McGrath & Associates
North Carolina
$3.09M
GWM
650
Geneos Wealth Management
Colorado
$3.08M