SCHD icon

Schwab US Dividend Equity ETF

1,872 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 226 funds opening new positions, 726 increasing their positions, 747 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: 747

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
1,872
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
FA
1276
FC Advisory
Pennsylvania
$509K
JSA
1277
Jim Saulnier & Associates
Colorado
$503K
SIAP
1278
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$503K
CPA
1279
Cardiff Park Advisors
California
$498K
PIA
1280
Pinion Investment Advisors
Kansas
$498K
LCM
1281
Leisure Capital Management
California
$494K
OFG
1282
Omega Financial Group
California
$494K
CWG
1283
Cornerstone Wealth Group
North Carolina
$486K
VHAM
1284
Van Hulzen Asset Management
California
$486K
SFG
1285
Strive Financial Group
Indiana
$485K
DWM
1286
Destination Wealth Management
California
$485K
CIA
1287
Covington Investment Advisors
Pennsylvania
$484K
BAG
1288
Bridgewealth Advisory Group
California
$484K
CCP
1289
Clarkston Capital Partners
Michigan
$483K
PS
1290
Planned Solutions
California
$482K
SLA
1291
Silver Lake Advisory
Utah
$482K
CA
1292
Centerpoint Advisors
Massachusetts
$481K
BCM
1293
Basso Capital Management
Connecticut
$481K
UWPG
1294
Ullmann Wealth Partners Group
Florida
$480K
ACM
1295
Andina Capital Management
Utah
$480K
AWM
1296
Angeles Wealth Management
California
$479K
OFS
1297
Oldfather Financial Services
Nebraska
$479K
PAMG
1298
Patton Albertson Miller Group
Tennessee
$478K
TFGT
1299
TS Financial Group (TSFG)
Illinois
$478K
IAS
1300
Integrity Advisory Solutions
Texas
$477K