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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
SJIM
426
St. Johns Investment Management
Florida
$6.46M
FFS
427
Founders Financial Securities
Maryland
$6.45M
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$6.43M
AAG
429
Asset Advisory Group
New Jersey
$6.41M
FIC
430
Family Investment Center
Missouri
$6.37M
BAHL
431
BEACON ADVISORS HOLDINGS, LLC
Texas
$6.3M
MWS
432
MFA Wealth Services
California
$6.25M
Brown Advisory
433
Brown Advisory
Maryland
$6.24M
AAA
434
Adams Asset Advisors
Texas
$6.23M
SB
435
Strategic Blueprint
Georgia
$6.17M
UWM
436
USAdvisors Wealth Management
Minnesota
$6.16M
RC
437
Rovin Capital
Arizona
$6.09M
UWP
438
Uniting Wealth Partners
Kansas
$6.09M
CCA
439
Cypress Capital Advisors
Tennessee
$6.07M
BIA
440
Barry Investment Advisors
Massachusetts
$6.06M
MMA
441
Miracle Mile Advisors
California
$6.04M
PGFC
442
Peapack-Gladstone Financial Corp
New Jersey
$6.03M
DWM
443
Diversify Wealth Management
Utah
$6.03M
TYCC
444
Texas Yale Capital Corp
Florida
$6.01M
GSIS
445
Global Strategic Investment Solutions
Arizona
$6M
ACG
446
Allen Capital Group
Nebraska
$5.93M
TWA
447
Talisman Wealth Advisors
New Jersey
$5.92M
AWMG
448
Alliance Wealth Management Group
New Jersey
$5.89M
TCM
449
Towercrest Capital Management
Pennsylvania
$5.89M
SP
450
Sherman Porfolios
Idaho
$5.87M