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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
CAP
376
Columbia Advisory Partners
Washington
$7.61M
DCM
377
Davis Capital Management
Florida
$7.59M
SWA
378
Stratos Wealth Advisors
Ohio
$7.57M
NB
379
NBT Bank
New York
$7.52M
DIP
380
DT Investment Partners
Pennsylvania
$7.42M
BFWA
381
Benchmark Financial Wealth Advisors
Florida
$7.4M
USCWA
382
U.S. Capital Wealth Advisors
Texas
$7.39M
IRC
383
Investors Research Corp
Georgia
$7.34M
CA
384
Clearstead Advisors
Ohio
$7.32M
PRS
385
Pinkerton Retirement Specialists
Idaho
$7.29M
LFAS
386
Level Four Advisory Services
Texas
$7.29M
EFS
387
Econ Financial Services
Pennsylvania
$7.24M
CS
388
Crescent Sterling
Louisiana
$7.23M
PAYA
389
Phil A. Younker & Associates
Alaska
$7.22M
WF
390
Womack Financial
Texas
$7.21M
NCM
391
NCM Capital Management
New Jersey
$7.2M
IAS
392
Investment Advisory Services
Texas
$7.2M
SS
393
Sunbelt Securities
Texas
$7.2M
PSCM
394
Per Stirling Capital Management
Texas
$7.14M
OPA
395
Old Port Advisors
Maine
$7.12M
SCM
396
SCS Capital Management
Massachusetts
$7.11M
AFO
397
Arrowroot Family Office
California
$7.09M
TF
398
Tudor Financial
Ohio
$7.08M
CWM
399
Centric Wealth Management
Illinois
$7.07M
NEPWA
400
New England Private Wealth Advisors
Massachusetts
$7.07M