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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
CPIG
401
Chicago Partners Investment Group
Illinois
$6.99M
HWM
402
HRC Wealth Management
Idaho
$6.95M
BMCM
403
Burns Matteson Capital Management
New York
$6.92M
KWA
404
Kellett Wealth Advisors
Ohio
$6.91M
FPGK
405
Financial Partners Group (Kansas)
Kansas
$6.9M
YLHM
406
Yelin Lapidot Holdings Management
Israel
$6.9M
MFF
407
Michels Family Financial
Texas
$6.88M
PL
408
Plancorp LLC
Missouri
$6.87M
IAS
409
IMA Advisory Services
Colorado
$6.87M
DCM
410
Donaldson Capital Management
Indiana
$6.86M
NL
411
NWAM LLC
Washington
$6.82M
IF
412
Intrua Financial
Texas
$6.82M
CA
413
Continuum Advisory
Idaho
$6.81M
TA
414
TruWealth Advisors
Louisiana
$6.76M
JFA
415
JNBA Financial Advisors
Minnesota
$6.75M
SSWM
416
Sheets Smith Wealth Management
North Carolina
$6.74M
PIMG
417
Patriot Investment Management Group
Tennessee
$6.65M
VWA
418
Visionary Wealth Advisors
Illinois
$6.63M
CPG
419
Cornerstone Planning Group
New Jersey
$6.62M
CCM
420
Canal Capital Management
Virginia
$6.61M
Northern Trust
421
Northern Trust
Illinois
$6.59M
CA
422
CapWealth Advisors
Tennessee
$6.53M
FTWA
423
Fifth Third Wealth Advisors
Ohio
$6.53M
HNWAG
424
High Net Worth Advisory Group
Florida
$6.52M
GB
425
Goepper Burkhardt
South Carolina
$6.5M