SCHD icon

Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
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
MWA
1976
Martel Wealth Advisors
Washington
BCG
1977
Bravias Capital Group
New Jersey
KWM
1978
Keebeck Wealth Management
Illinois
AWM
1979
Adams Wealth Management
Utah
CI
1980
CacheTech Inc
Utah
RWMG
1981
Redwood Wealth Management Group
New Jersey
TIM
1982
Tortoise Investment Management
New York
ABWM
1983
Alpine Bank Wealth Management
Colorado
CWM
1984
Crowley Wealth Management
Delaware
GP
1985
Greenline Partners
New York
CIR
1986
Clear Investment Research
Georgia
MFC
1987
Mechanics Financial Corp
Ohio
Barclays
1988
Barclays
United Kingdom
AT
1989
Avalon Trust
New Mexico
FLP
1990
Financial Life Planners
Arizona
PPC
1991
Park Place Capital
Alabama
HWA
1992
Heartwood Wealth Advisors
Virginia
FLFS
1993
Family Legacy Financial Solutions
North Carolina
BMA
1994
Brooks Moore & Associates
Tennessee
HWP
1995
Highline Wealth Partners
California
KHC
1996
Koesten Hirschmann & Crabtree
Kansas
IBOK
1997
Independence Bank of Kentucky
Kentucky
TWD
1998
True Wealth Design
Ohio
CB
1999
Centennial Bank
Arkansas
PPA
2000
Painted Porch Advisors
California