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
MF
1676
Manchester Financial
California
$222K
WT
1677
Whittier Trust
California
$222K
LAM
1678
Lewis Asset Management
California
$222K
FWM
1679
Finer Wealth Management
Massachusetts
$221K
GBWM
1680
Granite Bay Wealth Management
New Hampshire
$221K
MCA
1681
Midwest Capital Advisors
Michigan
$220K
DWT
1682
Dorsey & Whitney Trust
South Dakota
$219K
TIM
1683
Total Investment Management
Arizona
$219K
BWP
1684
BSW Wealth Partners
Colorado
$219K
HFS
1685
Heritage Financial Services
Massachusetts
$218K
SOWAS
1686
Silver Oak Wealth Advisors Services
California
$218K
WWMSC
1687
Wagner Wealth Management (South Carolina)
South Carolina
$217K
OWA
1688
Outlook Wealth Advisors
Texas
$216K
GC
1689
Granville Capital
North Carolina
$216K
HG
1690
Harbor Group
New Hampshire
$215K
CCA
1691
Cadent Capital Advisors
Oklahoma
$215K
QWP
1692
Quotient Wealth Partners
Texas
$215K
DA
1693
Drake & Associates
Wisconsin
$214K
PFM
1694
Peak Financial Management
Massachusetts
$214K
RBC
1695
Roble Belko & Company
Pennsylvania
$214K
WS
1696
Wilian Securities
Minnesota
$214K
OAJ
1697
Ogorek Anthony Joseph
New York
$213K
KHCM
1698
Kirtland Hills Capital Management
Ohio
$213K
SFB
1699
STAR Financial Bank
Indiana
$212K
FFBTD
1700
First Financial Bank - Trust Division
Ohio
$209K