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
Susquehanna International Group
1926
Susquehanna International Group
Pennsylvania
Squarepoint
1927
Squarepoint
New York
DC
1928
Diametric Capital
Massachusetts
Two Sigma Investments
1929
Two Sigma Investments
New York
MMHP
1930
Murphy Middleton Hinkle & Parker
Georgia
TF
1931
Tandem Financial
Colorado
HWMC
1932
Heritage Wealth Management (California)
California
SW
1933
SteelPeak Wealth
California
HKIM
1934
Hayek Kallen Investment Management
Alabama
XT
1935
XTX Topco
Cayman Islands
EGM
1936
Engineers Gate Manager
New York
PCM
1937
Prelude Capital Management
New York
WC
1938
Wolfstich Capital
Massachusetts
NWMG
1939
National Wealth Management Group
Ohio
FAI
1940
Fiduciary Advisors Inc
Missouri
MAA
1941
Matrix Asset Advisors
New York
AFS
1942
Access Financial Services
Minnesota
GGI
1943
GPM Growth Investors
Michigan
WRPWM
1944
Werba Rubin Papier Wealth Management
California
4WM
1945
49 Wealth Management
Texas
TA
1946
Tactive Advisors
Florida
HIM
1947
Harbour Investment Management
Washington
MAM
1948
Milestone Asset Management
Pennsylvania
LFA
1949
LGT Financial Advisors
Texas
OGF
1950
Orin Green Financial
California