SCHD icon

Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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 (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

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

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
SL
1976
Summitry LLC
California
WA
1977
Waterford Advisors
New York
FC
1978
Fjell Capital
North Dakota
MAG
1979
Members Advisory Group
New York
PA
1980
Promethium Advisors
Maryland
KIM
1981
Kestra Investment Management
Texas
PGF
1982
Plan Group Financial
Oklahoma
AWM
1983
Apex Wealth Management
New Hampshire
SA
1984
Sonoma Allocations
California
LW
1985
Libra Wealth
California
SGI
1986
Summit Global Investments
Utah
HGA
1987
Hobbs Group Advisors
South Carolina
NHFG
1988
New Harbor Financial Group
Massachusetts
AFG
1989
Arkansas Financial Group
Arkansas
SCM
1990
Saxony Capital Management
Missouri
WC
1991
Waterloo Capital
Texas
BWM
1992
Base Wealth Management
Florida
MWA
1993
Martel Wealth Advisors
Washington
BCG
1994
Bravias Capital Group
New Jersey
KWM
1995
Keebeck Wealth Management
Illinois
AWM
1996
Adams Wealth Management
Utah
CI
1997
CacheTech Inc
Utah
RWMG
1998
Redwood Wealth Management Group
New Jersey
TIM
1999
Tortoise Investment Management
New York
ABWM
2000
Alpine Bank Wealth Management
Colorado