We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 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 (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

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

Holders
1,933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
LWM
1526
Lodestone Wealth Management
Washington
$312K
BHFP
1527
Blom & Howell Financial Planning
California
$311K
PSP
1528
Pacific Sage Partners
Washington
$311K
WAS
1529
WESPAC Advisors SoCal
California
$310K
BC
1530
Bulwark Capital
Florida
$309K
RWA
1531
River Wealth Advisors
Pennsylvania
$309K
VA
1532
VestGen Advisors
Illinois
$309K
VC
1533
Vicus Capital
Pennsylvania
$309K
TA
1534
TFB Advisors
Kansas
$308K
HCA
1535
Heck Capital Advisors
Wisconsin
$307K
HWM
1536
Heirloom Wealth Management
Colorado
$307K
GTAM
1537
Global Trust Asset Management
Florida
$307K
CRWM
1538
Castle Rock Wealth Management
California
$306K
SNBOSCI
1539
Security National Bank of Sioux City Iowa
Iowa
$304K
WTC
1540
WhitTier Trust Company
Nevada
$303K
LFA
1541
Laraway Financial Advisors
Minnesota
$303K
PAM
1542
Pegasus Asset Management
New York
$303K
BA
1543
BCM Advisors
Louisiana
$302K
SAM
1544
Seelaus Asset Management
New Jersey
$302K
IP
1545
Ignite Planners
California
$300K
CTWM
1546
Cherry Tree Wealth Management
Minnesota
$300K
WMP
1547
Wealth Management Partners
Arizona
$299K
MSCM
1548
McElhenny Sheffield Capital Management
Texas
$298K
SWA
1549
Sightline Wealth Advisors
Connecticut
$297K
NWM
1550
Northcape Wealth Management
New York
$296K