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
GG
1376
GenWealth Group
New Jersey
$400K
FIG
1377
FSA Investment Group
Florida
$399K
RCA
1378
Resonant Capital Advisors
Wisconsin
$399K
SB
1379
Sunflower Bank
Texas
$398K
IPAM
1380
Investment Partners Asset Management
New Jersey
$396K
HIA
1381
Harbor Investment Advisory
Maryland
$396K
BI
1382
Ballast Inc
Kentucky
$395K
FHC
1383
First Horizon Corporation
Tennessee
$395K
BRG
1384
Bay Rivers Group
Virginia
$394K
AIM
1385
Acropolis Investment Management
Missouri
$393K
TWM
1386
Topsail Wealth Management
North Carolina
$388K
AFA
1387
AA Financial Advisors
Ohio
$388K
GCM
1388
Generation Capital Management
New York
$388K
AIC
1389
Argus Investors Counsel
New York
$388K
LWM
1390
Liberty Wealth Management
California
$387K
LBC
1391
Lowe Brockenbrough & Co
Virginia
$386K
ERIC
1392
Eagle Rock Investment Company
Georgia
$386K
ONSWM
1393
Old North State Wealth Management
North Carolina
$382K
SWM
1394
Stockman Wealth Management
Montana
$380K
1IA
1395
1620 Investment Advisors
Massachusetts
$379K
VCM
1396
Vivaldi Capital Management
Illinois
$379K
SLC
1397
Second Line Capital
Louisiana
$379K
FCBT
1398
First Citizens Bank & Trust
North Carolina
$378K
NP
1399
NorthRock Partners
Minnesota
$377K
SIM
1400
Studio Investment Management
Illinois
$374K