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
BSCCG
1551
Blue Sky Capital Consultants Group
California
$289K
MFC
1552
Morris Financial Concepts
South Carolina
$289K
KFG
1553
Kingdom Financial Group
Arizona
$289K
BSTWA
1554
Blake Schutter Theil Wealth Advisors
Ohio
$289K
DAM
1555
Delta Asset Management
Tennessee
$288K
UF
1556
Univest Financial
Pennsylvania
$288K
LSA
1557
Lansing Street Advisors
Pennsylvania
$287K
IPA
1558
Investment Planning Advisors
Georgia
$287K
TC
1559
Tenret Company
Florida
$286K
FA
1560
FF Advisors
California
$285K
JHCP
1561
Jackson Hole Capital Partners
Oklahoma
$284K
BTI
1562
Blue Trust Inc
Georgia
$284K
CWA
1563
Cascade Wealth Advisors
Washington
$283K
SFP
1564
Strategic Financial Partners
Oregon
$282K
FM
1565
Foster & Motley
Ohio
$282K
SA
1566
Strategic Advisors
New York
$281K
HC
1567
Hamilton Capital
Ohio
$281K
RBCM
1568
Raub Brock Capital Management
California
$280K
SIC
1569
Samalin Investment Counsel
New York
$280K
DWA
1570
Davis Wealth Advisors
New Hampshire
$280K
CAG
1571
Centerpoint Advisory Group
Kansas
$279K
FSWA
1572
Financial Synergies Wealth Advisors
Texas
$278K
FFG
1573
Fortune Financial Group
Florida
$277K
SKK
1574
Shepherd Kaplan Krochuk
Massachusetts
$277K
SC
1575
Scholtz & Company
Connecticut
$277K