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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
SAM
401
Smartleaf Asset Management
Massachusetts
$7.02M
GFG
402
Goldstone Financial Group
Illinois
$7.01M
TF
403
Trek Financial
Arizona
$7.01M
CPIG
404
Chicago Partners Investment Group
Illinois
$6.99M
HWM
405
HRC Wealth Management
Idaho
$6.95M
CFG
406
Compass Financial Group
Ohio
$6.93M
BMCM
407
Burns Matteson Capital Management
New York
$6.92M
KWA
408
Kellett Wealth Advisors
Ohio
$6.91M
FPGK
409
Financial Partners Group (Kansas)
Kansas
$6.9M
YLHM
410
Yelin Lapidot Holdings Management
Israel
$6.9M
MFF
411
Michels Family Financial
Texas
$6.88M
PL
412
Plancorp LLC
Missouri
$6.87M
IAS
413
IMA Advisory Services
Colorado
$6.87M
DCM
414
Donaldson Capital Management
Indiana
$6.86M
NL
415
NWAM LLC
Washington
$6.82M
IF
416
Intrua Financial
Texas
$6.82M
CA
417
Continuum Advisory
Idaho
$6.81M
TA
418
TruWealth Advisors
Louisiana
$6.76M
JFA
419
JNBA Financial Advisors
Minnesota
$6.75M
SSWM
420
Sheets Smith Wealth Management
North Carolina
$6.74M
PIMG
421
Patriot Investment Management Group
Tennessee
$6.65M
VWA
422
Visionary Wealth Advisors
Illinois
$6.63M
CPG
423
Cornerstone Planning Group
New Jersey
$6.62M
CCM
424
Canal Capital Management
Virginia
$6.61M
Northern Trust
425
Northern Trust
Illinois
$6.59M