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
MLA
1776
MB, Levis & Associates
Pennsylvania
$31.1K
KFP
1777
Kerr Financial Planning
California
$31K
AF
1778
Alerus Financial
North Dakota
$30.9K
DWS
1779
Dynamic Wealth Strategies
California
$28.9K
FFO
1780
Fortitude Family Office
Arizona
$28.8K
FMB
1781
Field & Main Bank
Kentucky
$28.8K
MG
1782
MilWealth Group
Wisconsin
$27.2K
HFS
1783
Horizon Financial Services
North Carolina
$27.1K
RDFA
1784
Ritter Daniher Financial Advisory
Ohio
$26.7K
AIA
1785
Aventus Investment Advisors
Florida
$26.3K
KG
1786
Kilter Group
New York
$26K
SRCM
1787
Signature Resources Capital Management
California
$25.5K
MTI
1788
Merrithew & Thorsten Inc
California
$25K
MHIP
1789
Mountain Hill Investment Partners
New Jersey
$24.7K
EW
1790
Elyxium Wealth
California
$23K
ISWM
1791
Intesa Sanpaolo Wealth Management
$23K
HWA
1792
Heritage Wealth Advisors
Virginia
$22.8K
PFM
1793
Phillips Financial Management
Indiana
$22.3K
CSB
1794
City State Bank
Iowa
$22.2K
MFT
1795
Moisand Fitzgerald Tamayo
Florida
$21.7K
JGIA
1796
Jackson Grant Investment Advisers
Connecticut
$21.1K
GAMC
1797
Garner Asset Management Corp
Texas
$20.6K
WPA
1798
Wealth Preservation Advisors
Tennessee
$20.5K
P
1799
Palladiem
Pennsylvania
$19.1K
FDW
1800
Fourth Dimension Wealth
Ohio
$18.8K