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