SCHD icon

Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
FA
1601
Faithward Advisors
Pennsylvania
$248K
TCMP
1602
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K
KA
1603
Klingman & Associates
New York
$247K
ACM
1604
Avos Capital Management
Washington
$247K
WDL
1605
Well Done LLC
Michigan
$247K
PW
1606
PUREfi Wealth
Massachusetts
$247K
TWA
1607
TCI Wealth Advisors
Arizona
$247K
TPA
1608
Trivium Point Advisory
Connecticut
$246K
FFA
1609
Fi3 Financial Advisors
Indiana
$246K
BP
1610
Ballentine Partners
Massachusetts
$246K
MW
1611
MBL Wealth
North Carolina
$244K
PWM
1612
Provident Wealth Management
Tennessee
$244K
HICL
1613
Hamrick Investment Counsel, llc
Washington
$244K
SWA
1614
Serenus Wealth Advisors
California
$244K
TFA
1615
Toth Financial Advisory
Virginia
$244K
CG
1616
Clifford Group
Massachusetts
$242K
RGC
1617
Roberts, Glore & Co
Illinois
$242K
EW
1618
Evoke Wealth
California
$242K
TC
1619
TownSquare Capital
Utah
$242K
TCOV
1620
Trust Company of Vermont
Vermont
$242K
HWA
1621
HCR Wealth Advisors
California
$242K
PIP
1622
Peachtree Investment Partners
Florida
$241K
TWM
1623
TCFG Wealth Management
California
$240K
BLC
1624
Brown, Lisle/Cummings
Rhode Island
$240K
WPA
1625
West Paces Advisors
Georgia
$239K