SCHD icon

Schwab US Dividend Equity ETF

1,878 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 228 funds opening new positions, 728 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,878
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
SPL
1151
Smart Portfolios LLC
Washington
$695K
KFI
1152
Key Financial Inc
Pennsylvania
$695K
FWA
1153
FSM Wealth Advisors
Ohio
$695K
ACA
1154
American Capital Advisory
Idaho
$689K
MSA
1155
McAlister Sweet & Associates
Texas
$688K
M1FG
1156
Mach-1 Financial Group
Arkansas
$687K
LAIC
1157
Lederer & Associates Investment Counsel
California
$683K
EIA
1158
Eldridge Investment Advisors
New Hampshire
$683K
I
1159
INVST
Indiana
$680K
NFS
1160
NewCorp Financial Services
Georgia
$679K
RCWM
1161
Red Crane Wealth Management
California
$679K
WETS
1162
Wealth Enhancement Trust Services
South Dakota
$679K
CG
1163
Cynosure Group
Utah
$678K
CMAI
1164
Capital Management Associates Inc
Minnesota
$674K
LF
1165
LifePlan Financial
Minnesota
$673K
SP
1166
Successful Portfolios
Florida
$673K
PB
1167
Pinnacle Bancorp
Nebraska
$671K
CRI
1168
Commonwealth Retirement Investments
Virginia
$671K
SWA
1169
Strategies Wealth Advisors
Michigan
$669K
FPWM
1170
FSB Premier Wealth Management
Iowa
$667K
SA
1171
Stewardship Advisors
Pennsylvania
$667K
TCOT
1172
Trust Company of Toledo
Ohio
$666K
BIG
1173
Brookwood Investment Group
Arizona
$663K
NC
1174
North Capital
Utah
$661K
SAM
1175
SP Asset Management
California
$660K