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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
SWA
376
Stratos Wealth Advisors
Ohio
$7.57M
NB
377
NBT Bank
New York
$7.52M
DIP
378
DT Investment Partners
Pennsylvania
$7.42M
BFWA
379
Benchmark Financial Wealth Advisors
Florida
$7.4M
USCWA
380
U.S. Capital Wealth Advisors
Texas
$7.39M
IRC
381
Investors Research Corp
Georgia
$7.34M
CA
382
Clearstead Advisors
Ohio
$7.32M
PRS
383
Pinkerton Retirement Specialists
Idaho
$7.29M
LFAS
384
Level Four Advisory Services
Texas
$7.29M
EFS
385
Econ Financial Services
Pennsylvania
$7.24M
CS
386
Crescent Sterling
Louisiana
$7.23M
PAYA
387
Phil A. Younker & Associates
Alaska
$7.22M
WF
388
Womack Financial
Texas
$7.21M
IAS
389
Investment Advisory Services
Texas
$7.2M
SS
390
Sunbelt Securities
Texas
$7.2M
PSCM
391
Per Stirling Capital Management
Texas
$7.14M
OPA
392
Old Port Advisors
Maine
$7.12M
SCM
393
SCS Capital Management
Massachusetts
$7.11M
AFO
394
Arrowroot Family Office
California
$7.09M
TF
395
Tudor Financial
Ohio
$7.08M
CWM
396
Centric Wealth Management
Illinois
$7.07M
NEPWA
397
New England Private Wealth Advisors
Massachusetts
$7.07M
SAM
398
Smartleaf Asset Management
Massachusetts
$7.02M
GFG
399
Goldstone Financial Group
Illinois
$7.01M
TF
400
Trek Financial
Arizona
$7.01M