We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 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 (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

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

Holders
1,933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
WBC
1901
West Branch Capital
Massachusetts
$4.44K
KA
1902
Kozak & Associates
Colorado
$4.42K
RWA
1903
Redmont Wealth Advisors
Illinois
$4.32K
SFAM
1904
Sawyer Falduto Asset Management
Illinois
$4.12K
AW
1905
Avion Wealth
Texas
$4K
SN
1906
Sittner & Nelson
Oregon
$3.97K
IWP
1907
IAG Wealth Partners
Wisconsin
$3.95K
GWSG
1908
GPS Wealth Strategies Group
Colorado
$3.83K
CTA
1909
Colonial Trust Advisors
South Carolina
$3.53K
PWM
1910
Proathlete Wealth Management
Florida
$3.51K
GPI
1911
General Partner Inc
Pennsylvania
$3.29K
ETC
1912
Exchange Traded Concepts
Oklahoma
$3.18K
CCM
1913
Chilton Capital Management
Texas
$2.74K
AIS
1914
Advocate Investing Services
Maryland
$2.28K
FNWA
1915
Financial Network Wealth Advisors
Utah
$2.14K
MWPCG
1916
Measured Wealth Private Client Group
New Hampshire
$2.08K
EP
1917
Essential Partners
California
$1.97K
NA
1918
Networth Advisors
Pennsylvania
$1.89K
RFA
1919
Reyes Financial Architecture
California
$1.82K
TFA
1920
Transamerica Financial Advisors
Florida
$1.5K
TRCT
1921
Tower Research Capital (TRC)
New York
$1.43K
VEA
1922
Virtus ETF Advisers
New York
$1.37K
PWMG
1923
Private Wealth Management Group
New Jersey
$1.21K
IWM
1924
Inlight Wealth Management
Georgia
$1.21K
UIA
1925
Ulland Investment Advisors
Minnesota
$1K