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
IWB
1651
Innovative Wealth Building
Maryland
$237K
CFG
1652
Copley Financial Group
California
$236K
BFG
1653
Birch Financial Group
New Hampshire
$236K
CMP
1654
Coston McIsaac & Partners
Maine
$236K
LRPA
1655
L. Roy Papp & Associates
Arizona
$236K
GI
1656
GAMMA Investing
California
$236K
PCP
1657
Proficio Capital Partners
Massachusetts
$235K
HAC
1658
Harbor Advisory Corp
New Hampshire
$235K
AWA
1659
Argos Wealth Advisors
California
$234K
AIC
1660
Archer Investment Corporation
Indiana
$234K
BHIA
1661
Birch Hill Investment Advisors
Massachusetts
$233K
CPIA
1662
Cornell Pochily Investment Advisors
New York
$232K
LAM
1663
LOM Asset Management
$232K
CBT
1664
Crews Bank & Trust
Florida
$232K
XWL
1665
XXI Wealth LLC
Illinois
$230K
SMG
1666
Smart Money Group
Texas
$230K
WAAG
1667
Wealth Alliance Advisory Group
Kansas
$229K
SPWG
1668
Syntegra Private Wealth Group
Missouri
$228K
HIMC
1669
Heritage Investors Management Corp
Maryland
$228K
WF
1670
WoodTrust Financial
Wisconsin
$228K
ME
1671
McIlrath & Eck
Washington
$226K
BFA
1672
Ballast Financial Advisors
Pennsylvania
$224K
W
1673
WealthCollab
Washington
$224K
FPCG
1674
Forum Private Client Group
Indiana
$222K
TSWM
1675
Triangle Securities Wealth Management
North Carolina
$222K