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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
YIA
326
YHB Investment Advisors
Connecticut
$8.75M
CFG
327
Certior Financial Group
Pennsylvania
$8.68M
JWWM
328
Johnson & White Wealth Management
Pennsylvania
$8.63M
SCP
329
Stevens Capital Partners
Nebraska
$8.6M
MA
330
MCF Advisors
Kentucky
$8.59M
NIWA
331
New Insight Wealth Advisors
California
$8.58M
MCA
332
MSH Capital Advisors
Arizona
$8.57M
AAS
333
Annex Advisory Services
Wisconsin
$8.57M
PVAMC
334
PPS&V Asset Management Consultants
Michigan
$8.48M
DE
335
Diversified Enterprises
Delaware
$8.48M
VNA
336
Valley National Advisers
Pennsylvania
$8.42M
PF
337
Penney Financial
Texas
$8.41M
IA
338
IFG Advisory
Georgia
$8.41M
DW30
339
Drucker Wealth 3.0
New Jersey
$8.37M
MS
340
Madden Securities
Texas
$8.36M
PAI
341
Pittenger & Anderson Inc
Nebraska
$8.35M
M&T Bank
342
M&T Bank
New York
$8.35M
MFIM
343
Mesirow Financial Investment Management
Illinois
$8.34M
DAS
344
DMKC Advisory Services
Iowa
$8.3M
CPWL
345
Coquina Private Wealth LLC
Florida
$8.29M
KC
346
Karras Company
Utah
$8.27M
AC
347
Avant Capital
Louisiana
$8.25M
ACM
348
Appalachian Capital Management
Ohio
$8.21M
FFP
349
FourThought Financial Partners
Florida
$8.18M
Sumitomo Mitsui Trust Group
350
Sumitomo Mitsui Trust Group
Japan
$8.17M