SCHD icon

Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

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

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
AWA
1226
Arete Wealth Advisors
Illinois
$625K
DWA
1227
Delap Wealth Advisory
Oregon
$625K
PMSA
1228
Patrick M. Sweeney & Associates
Illinois
$624K
LWM
1229
Lyell Wealth Management
California
$623K
KCFA
1230
Key Client Fiduciary Advisors
New Jersey
$620K
CWM
1231
Calamos Wealth Management
Illinois
$619K
AFO
1232
Allie Family Office
Florida
$616K
CP
1233
Capital Planning
Washington
$614K
BWP
1234
Balboa Wealth Partners
Arizona
$614K
RAS
1235
RPS Advisory Solutions
Kentucky
$612K
BCG
1236
Breakwater Capital Group
New Jersey
$612K
AFW
1237
Avantra Family Wealth
Pennsylvania
$610K
WJWM
1238
Williams Jones Wealth Management
New York
$608K
FSA
1239
Fort Sheridan Advisors
Illinois
$606K
SWA
1240
SOA Wealth Advisors
New York
$605K
FW
1241
Fairway Wealth
Ohio
$602K
MWP
1242
Meriwether Wealth & Planning
Louisiana
$601K
MW
1243
Merited Wealth
Florida
$600K
TWM
1244
Timmons Wealth Management
Massachusetts
$600K
CP
1245
Creekside Partners
California
$599K
TCM
1246
Telos Capital Management
California
$598K
BKA
1247
Brick & Kyle Associates
Pennsylvania
$597K
SL
1248
Salomon & Ludwin
Virginia
$595K
AF
1249
Aldebaran Financial
$594K
MCCP
1250
Mission Creek Capital Partners
California
$592K