SCHD icon

Schwab US Dividend Equity ETF

1,908 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 733 increasing their positions, 752 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:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
CSC
1501
Caldwell Sutter Capital
California
$315K
MSG
1502
Main Street Group
Virginia
$314K
BRPW
1503
Ballast Rock Private Wealth
South Carolina
$314K
DLCIG
1504
D.L. Carlson Investment Group
New Hampshire
$313K
LWM
1505
Lodestone Wealth Management
Washington
$312K
PSP
1506
Pacific Sage Partners
Washington
$311K
WAS
1507
WESPAC Advisors SoCal
California
$310K
BC
1508
Bulwark Capital
Florida
$309K
RWA
1509
River Wealth Advisors
Pennsylvania
$309K
VA
1510
VestGen Advisors
Illinois
$309K
VC
1511
Vicus Capital
Pennsylvania
$309K
TA
1512
TFB Advisors
Kansas
$308K
HCA
1513
Heck Capital Advisors
Wisconsin
$307K
HWM
1514
Heirloom Wealth Management
Colorado
$307K
GTAM
1515
Global Trust Asset Management
Florida
$307K
CRWM
1516
Castle Rock Wealth Management
California
$306K
SNBOSCI
1517
Security National Bank of Sioux City Iowa
Iowa
$304K
WTC
1518
WhitTier Trust Company
Nevada
$303K
LFA
1519
Laraway Financial Advisors
Minnesota
$303K
PAM
1520
Pegasus Asset Management
New York
$303K
BA
1521
BCM Advisors
Louisiana
$302K
SAM
1522
Seelaus Asset Management
New Jersey
$302K
IP
1523
Ignite Planners
California
$300K
CTWM
1524
Cherry Tree Wealth Management
Minnesota
$300K
WMP
1525
Wealth Management Partners
Arizona
$299K