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
YWM
1001
Yoder Wealth Management
California
$1.04M
GJIA
1002
Glass Jacobson Investment Advisors
Maryland
$1.04M
IWP
1003
Insight Wealth Partners
Texas
$1.04M
BWL
1004
Bogart Wealth LLC
Virginia
$1.02M
MC
1005
Moors & Cabot
Massachusetts
$1.02M
CAM
1006
Carret Asset Management
New York
$1.02M
MCM
1007
MidAtlantic Capital Management
Virginia
$1.02M
SC
1008
Soundwatch Capital
Connecticut
$1.02M
FWI
1009
Facet Wealth Inc
Maryland
$1.01M
SW
1010
SVB Wealth
Massachusetts
$1.01M
EWM
1011
Elmwood Wealth Management
California
$1M
TCM
1012
TD Capital Management
Tennessee
$999K
CNFG
1013
Creegan & Nassoura Financial Group
New Hampshire
$993K
FWP
1014
FAS Wealth Partners
Kansas
$990K
NCM
1015
Narwhal Capital Management
Georgia
$979K
HWA
1016
Heritage Wealth Architects
Minnesota
$977K
MWP
1017
Meridian Wealth Partners
Pennsylvania
$975K
KFP
1018
KMG Fiduciary Partners
Ohio
$972K
CMBA
1019
C.M. Bidwell & Associates
Hawaii
$968K
VFG
1020
V2 Financial group
Illinois
$966K
CW
1021
Code Waechter
Florida
$965K
SAM
1022
Strategy Asset Managers
California
$964K
MFA
1023
Morling Financial Advisors
California
$963K
FMII
1024
Farmers & Merchants Investments Inc
Nebraska
$961K
BC
1025
Barnett & Company
Tennessee
$952K