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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
PUI
326
Purpose Unlimited Inc
$8.78M
RF
327
Robbins Farley
New Hampshire
$8.75M
YIA
328
YHB Investment Advisors
Connecticut
$8.75M
CFG
329
Certior Financial Group
Pennsylvania
$8.68M
JWWM
330
Johnson & White Wealth Management
Pennsylvania
$8.63M
SCP
331
Stevens Capital Partners
Nebraska
$8.6M
MA
332
MCF Advisors
Kentucky
$8.59M
NIWA
333
New Insight Wealth Advisors
California
$8.58M
MCA
334
MSH Capital Advisors
Arizona
$8.57M
AAS
335
Annex Advisory Services
Wisconsin
$8.57M
PVAMC
336
PPS&V Asset Management Consultants
Michigan
$8.48M
DE
337
Diversified Enterprises
Delaware
$8.48M
VNA
338
Valley National Advisers
Pennsylvania
$8.42M
PF
339
Penney Financial
Texas
$8.41M
IA
340
IFG Advisory
Georgia
$8.41M
DW30
341
Drucker Wealth 3.0
New Jersey
$8.37M
MS
342
Madden Securities
Texas
$8.36M
PAI
343
Pittenger & Anderson Inc
Nebraska
$8.35M
M&T Bank
344
M&T Bank
New York
$8.35M
MFIM
345
Mesirow Financial Investment Management
Illinois
$8.34M
DAS
346
DMKC Advisory Services
Iowa
$8.3M
CPWL
347
Coquina Private Wealth LLC
Florida
$8.29M
KC
348
Karras Company
Utah
$8.27M
AC
349
Avant Capital
Louisiana
$8.25M
ACM
350
Appalachian Capital Management
Ohio
$8.21M