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
GWANC
1351
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K
SPA
1352
Sentinel Pension Advisors
Massachusetts
$453K
SSWM
1353
Smith Salley Wealth Management
North Carolina
$453K
TH
1354
Team Hewins
California
$452K
1SB
1355
1ST Source Bank
Indiana
$452K
PHIC
1356
Pine Haven Investment Counsel
Massachusetts
$451K
SFO
1357
Stokes Family Office
Louisiana
$451K
EWA
1358
Etesian Wealth Advisors
Oregon
$451K
AG
1359
AmeriFlex Group
Nevada
$450K
RCAG
1360
Rehmann Capital Advisory Group
Michigan
$450K
AAG
1361
Armstrong Advisory Group
Massachusetts
$449K
ESB
1362
Essex Savings Bank
Connecticut
$448K
RFC
1363
Regions Financial Corp
Alabama
$446K
FNBT
1364
FineMark National Bank & Trust
Florida
$444K
WHG
1365
Westwood Holdings Group
Texas
$443K
AC
1366
Apella Capital
Connecticut
$441K
PVI
1367
Pine Valley Investments
New Jersey
$441K
CA
1368
Claro Advisors
Massachusetts
$441K
PGWA
1369
Plus Group Wealth Advisors
Wisconsin
$441K
WA
1370
Wealthstar Advisors
Texas
$440K
SFG
1371
Sovereign Financial Group
Connecticut
$440K
PWM
1372
PTM Wealth Management
United States
$440K
SWA
1373
Sax Wealth Advisors
New Jersey
$440K
PWM
1374
Prosperity Wealth Management
California
$439K
BAAM
1375
Baker Avenue Asset Management
California
$439K