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
LWM
1076
Level Wealth Management
North Carolina
$848K
SIM
1077
Stratos Investment Management
Ohio
$844K
WTFG
1078
Wood Tarver Financial Group
Idaho
$842K
BPWM
1079
Badgley Phelps Wealth Managers
Washington
$841K
MM
1080
Meridian Management
Arkansas
$833K
SP
1081
SWS Partners
Ohio
$832K
BAMG
1082
Brand Asset Management Group
Missouri
$829K
TNBTD
1083
Trustmark National Bank Trust Department
Mississippi
$829K
CAM
1084
CPA Asset Management
Florida
$824K
IWS
1085
Integrity Wealth Solutions
Colorado
$824K
SA
1086
Sunesis Advisors
Kansas
$823K
AO
1087
Advisor OS
Illinois
$822K
CSPIA
1088
Cary Street Partners Investment Advisory
Virginia
$821K
BONH
1089
Bank of New Hampshire
New Hampshire
$818K
OC
1090
Oarsman Capital
Wisconsin
$818K
SF
1091
Steffes Financial
Kansas
$817K
DWP
1092
Daymark Wealth Partners
Ohio
$817K
AGC
1093
August Group Capital
$813K
CWM
1094
Connecticut Wealth Management
Connecticut
$812K
LOWM
1095
Laurel Oak Wealth Management
New Jersey
$812K
BHBT
1096
Burke & Herbert Bank & Trust
Virginia
$811K
PMFA
1097
Plante Moran Financial Advisors
Michigan
$810K
BWM
1098
BNC Wealth Management
Oregon
$804K
VAS
1099
Valicenti Advisory Services
New York
$803K
CCA
1100
Carrera Capital Advisors
Michigan
$802K