SCHD icon

Schwab US Dividend Equity ETF

1,876 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 227 funds opening new positions, 727 increasing their positions, 748 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: 727 | Existing positions reduced: 748

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
1,876
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
IWP
1851
IAG Wealth Partners
Wisconsin
$3.95K
GWSG
1852
GPS Wealth Strategies Group
Colorado
$3.83K
CTA
1853
Colonial Trust Advisors
South Carolina
$3.53K
PWM
1854
Proathlete Wealth Management
Florida
$3.51K
GPI
1855
General Partner Inc
Pennsylvania
$3.29K
ETC
1856
Exchange Traded Concepts
Oklahoma
$3.18K
CCM
1857
Chilton Capital Management
Texas
$2.74K
AIS
1858
Advocate Investing Services
Maryland
$2.28K
FNWA
1859
Financial Network Wealth Advisors
Utah
$2.14K
MWPCG
1860
Measured Wealth Private Client Group
New Hampshire
$2.08K
NA
1861
Networth Advisors
Pennsylvania
$1.89K
RFA
1862
Reyes Financial Architecture
California
$1.82K
TFA
1863
Transamerica Financial Advisors
Florida
$1.5K
TRCT
1864
Tower Research Capital (TRC)
New York
$1.43K
VEA
1865
Virtus ETF Advisers
New York
$1.37K
PWMG
1866
Private Wealth Management Group
New Jersey
$1.21K
IWM
1867
Inlight Wealth Management
Georgia
$1.21K
UIA
1868
Ulland Investment Advisors
Minnesota
$1K
HB
1869
Horizon Bancorp
Indiana
$1K
CPBTD
1870
Central Pacific Bank - Trust Division
Hawaii
$823
NMG
1871
New Millennium Group
Utah
$754
NRC
1872
New Republic Capital
North Carolina
$741
YAL
1873
Your Advocates Ltd
Texas
$549
EWA
1874
EQ Wealth Advisors
Texas
$531
WAG
1875
Wilkerson Advisory Group
Missouri
$189