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
CWM
1951
Crowley Wealth Management
Delaware
GP
1952
Greenline Partners
New York
CIR
1953
Clear Investment Research
Georgia
MFC
1954
Mechanics Financial Corp
Ohio
Barclays
1955
Barclays
United Kingdom
AT
1956
Avalon Trust
New Mexico
FLP
1957
Financial Life Planners
Arizona
PPC
1958
Park Place Capital
Alabama
HWA
1959
Heartwood Wealth Advisors
Virginia
FLFS
1960
Family Legacy Financial Solutions
North Carolina
BMA
1961
Brooks Moore & Associates
Tennessee
HWP
1962
Highline Wealth Partners
California
KHC
1963
Koesten Hirschmann & Crabtree
Kansas
TWD
1964
True Wealth Design
Ohio
IBOK
1965
Independence Bank of Kentucky
Kentucky
CB
1966
Centennial Bank
Arkansas
QT
1967
Quantbot Technologies
New York
PCM
1968
Perritt Capital Management
Illinois
MCM
1969
Manchester Capital Management
Vermont
CCM
1970
Cloud Capital Management
Washington
PFA
1971
Pathway Financial Advisers
Indiana
KWM
1972
Kiker Wealth Management
Georgia
PAM
1973
Palisade Asset Management
Minnesota
FF
1974
Finley Financial
Nevada
KFP
1975
Keener Financial Planning
Texas