SCHD icon

Schwab US Dividend Equity ETF

1,869 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 225 funds opening new positions, 726 increasing their positions, 745 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: 726 | Existing positions reduced: 745

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
1,869
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
SAM
51
Summit Asset Management
Tennessee
$55.9M
CFO
52
CVA Family Office
Colorado
$54.7M
SFWA
53
Summit Financial Wealth Advisors
Louisiana
$54.4M
HFS
54
Howard Financial Services
Texas
$53.6M
GKWIM
55
Gerber Kawasaki Wealth & Investment Management
California
$51.8M
SIG
56
Spinnaker Investment Group
California
$51.2M
UCFA
57
United Capital Financial Advisors
Texas
$50.9M
CFB
58
Cullen/Frost Bankers
Texas
$50.7M
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$50.3M
AIA
60
Allied Investment Advisors
Montana
$48.9M
WF
61
Whelan Financial
California
$48.8M
SCA
62
Scott Capital Advisors
Oregon
$48.4M
BF
63
BOK Financial
Oklahoma
$48.2M
SVWA
64
Sarver Vrooman Wealth Advisors
Missouri
$47.9M
BFS
65
Burkett Financial Services
South Carolina
$47.3M
SI
66
Stephens Inc
Arkansas
$46.9M
VFG
67
Victory Financial Group
Texas
$46.6M
MSFS
68
Main Street Financial Solutions
Pennsylvania
$46.3M
WA
69
Waverly Advisors
Alabama
$45.9M
CFS
70
CGC Financial Services
Oregon
$44.6M
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$44.4M
NQWM
72
Northwest Quadrant Wealth Management
Oregon
$44.3M
HI
73
Harbour Investments
Wisconsin
$44.2M
KMWM
74
Keudell/Morrison Wealth Management
Oregon
$43.8M
SAM
75
Securian Asset Management
Minnesota
$43.4M