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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
P
226
&Partners
Tennessee
$13.1M
GA
227
GSG Advisors
New Jersey
$13.1M
TFS
228
truNorth Financial Services
Pennsylvania
$12.9M
ISFAN
229
Investor's Fiduciary Advisor Network
Washington
$12.9M
CIC
230
Carnegie Investment Counsel
Ohio
$12.9M
BWM
231
BCS Wealth Management
Tennessee
$12.7M
SWMG
232
Sard Wealth Management Group
Georgia
$12.5M
TPWA
233
TRUE Private Wealth Advisors
Oregon
$12.5M
WLPWM
234
Walled Lake Planning & Wealth Management
Illinois
$12.5M
AWC
235
Adamsbrown Wealth Consultants
Kansas
$12.4M
CCG
236
Coastwise Capital Group
California
$12.4M
SFG
237
Sunburst Financial Group
Alabama
$12.4M
SF
238
Schaeffer Financial
Maryland
$12.3M
LWM
239
Lighthouse Wealth Management
Ohio
$12.3M
IA
240
Integrity Alliance
Iowa
$12.2M
AWM
241
AE Wealth Management
Kansas
$12.2M
KWM
242
Kingsview Wealth Management
Oregon
$12.1M
DWM
243
Dakota Wealth Management
Florida
$12.1M
PA
244
Parallel Advisors
California
$12.1M
FWA
245
Fidelis Wealth Advisors
Colorado
$12M
LFS
246
Legacy Financial Strategies
Kansas
$12M
MSL
247
Monetary Solutions, Ltd
Ohio
$12M
EWA
248
EP Wealth Advisors
California
$11.9M
NLWP
249
Next Level Wealth Planning
Idaho
$11.8M
SPW
250
Surience Private Wealth
Washington
$11.8M