SCHD icon

Schwab US Dividend Equity ETF

1,869 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 726 increasing their positions, 745 reducing their positions, and 99 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 capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 726 | Existing positions reduced: 745

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

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

Holders
1,869
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
LGWM
1676
Litman Gregory Wealth Management
California
$191K
AWM
1677
Activest Wealth Management
Florida
$191K
HPC
1678
HM Payson & Co
Maine
$189K
IIM
1679
IFC & Insurance Marketing
California
$189K
DF
1680
Dunhill Financial
United Kingdom
$188K
HI
1681
Hendershot Investments
Virginia
$185K
MCA
1682
Maryland Capital Advisors
Maryland
$181K
AWM
1683
Abound Wealth Management
Tennessee
$171K
CFD
1684
Creative Financial Designs
Indiana
$169K
JWA
1685
JFS Wealth Advisors
Pennsylvania
$164K
DF
1686
DecisionPoint Financial
Arizona
$161K
EAM
1687
Empirical Asset Management
Massachusetts
$157K
UCB
1688
United Community Bank
South Carolina
$155K
WFA
1689
West Financial Advisors
Iowa
$155K
TSMHT
1690
Thurston Springer Miller Herd & Titak
Indiana
$146K
RP
1691
Rice Partnership
Hawaii
$142K
HFS
1692
Hantz Financial Services
Michigan
$140K
CH
1693
CDKV Holdings
Colorado
$140K
GWM
1694
GSB Wealth Management
Connecticut
$137K
MFP
1695
Meramec Financial Planners
Missouri
$136K
WA
1696
Westfuller Advisors
New York
$132K
CVM
1697
Cheviot Value Management
California
$130K
TCM
1698
Tradewinds Capital Management
Washington
$129K
NCM
1699
Northwest Capital Management
Oregon
$123K
RF
1700
Rossby Financial
Florida
$122K