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
QP
1701
Quartz Partners
New York
$201K
PBO
1702
Peoples Bank (Ohio)
Ohio
$200K
HWM
1703
HighMark Wealth Management
Minnesota
$200K
FA
1704
Fountainhead AM
New Jersey
$194K
Kayne Anderson Rudnick Investment Management
1705
Kayne Anderson Rudnick Investment Management
California
$193K
AAG
1706
Accordant Advisory Group
Maryland
$192K
FDCDDQ
1707
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K
LGWM
1708
Litman Gregory Wealth Management
California
$191K
AWM
1709
Activest Wealth Management
Florida
$191K
HPC
1710
HM Payson & Co
Maine
$189K
IIM
1711
IFC & Insurance Marketing
California
$189K
DF
1712
Dunhill Financial
United Kingdom
$188K
HI
1713
Hendershot Investments
Virginia
$185K
MCA
1714
Maryland Capital Advisors
Maryland
$181K
AWM
1715
Abound Wealth Management
Tennessee
$171K
CFD
1716
Creative Financial Designs
Indiana
$169K
JWA
1717
JFS Wealth Advisors
Pennsylvania
$164K
DF
1718
DecisionPoint Financial
Arizona
$161K
EAM
1719
Empirical Asset Management
Massachusetts
$157K
UCB
1720
United Community Bank
South Carolina
$155K
WFA
1721
West Financial Advisors
Iowa
$155K
B
1722
Bayban
Minnesota
$148K
TSMHT
1723
Thurston Springer Miller Herd & Titak
Indiana
$146K
RP
1724
Rice Partnership
Hawaii
$142K
HFS
1725
Hantz Financial Services
Michigan
$140K