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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
BEAM
276
Baker Ellis Asset Management
Washington
$10.5M
CNWM
277
Clay Northam Wealth Management
California
$10.5M
IIA
278
Integral Investment Advisors
California
$10.5M
LFP
279
Lakeshore Financial Planning
Michigan
$10.5M
WAG
280
Winthrop Advisory Group
Massachusetts
$10.4M
AAA
281
American Alpha Advisors
New York
$10.4M
FF
282
Fairway Financial
Florida
$10.4M
DFA
283
DHJJ Financial Advisors
Illinois
$10.3M
VCP
284
Verus Capital Partners
Arizona
$10.3M
RMF
285
Red Mountain Financial
Colorado
$10.3M
FVWA
286
Foster Victor Wealth Advisors
South Carolina
$10.3M
MWM
287
Modern Wealth Management
Kansas
$10.3M
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$10.1M
CAM
289
Cozad Asset Management
Illinois
$10.1M
MAM
290
Madison Asset Management
Wisconsin
$10M
KPWS
291
Kestra Private Wealth Services
Texas
$9.96M
RWA
292
Redhawk Wealth Advisors
Minnesota
$9.95M
BIA
293
Bell Investment Advisors
California
$9.92M
IWC
294
Integrated Wealth Concepts
Massachusetts
$9.87M
LWM
295
Latko Wealth Management
Illinois
$9.85M
CFG
296
Citizens Financial Group
Rhode Island
$9.8M
OHWP
297
Oak Harbor Wealth Partners
North Carolina
$9.71M
MHFA
298
Mission Hills Financial Advisory
California
$9.66M
PTP
299
Platform Technology Partners
New York
$9.62M
JGCM
300
Joseph Group Capital Management
Ohio
$9.62M