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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
CA
426
CapWealth Advisors
Tennessee
$6.53M
FTWA
427
Fifth Third Wealth Advisors
Ohio
$6.53M
HNWAG
428
High Net Worth Advisory Group
Florida
$6.52M
GB
429
Goepper Burkhardt
South Carolina
$6.5M
SJIM
430
St. Johns Investment Management
Florida
$6.46M
FFS
431
Founders Financial Securities
Maryland
$6.45M
CIBC Private Wealth Group
432
CIBC Private Wealth Group
Georgia
$6.43M
AAG
433
Asset Advisory Group
New Jersey
$6.41M
FIC
434
Family Investment Center
Missouri
$6.37M
BAH
435
Beacon Advisors Holdings
Texas
$6.3M
MWS
436
MFA Wealth Services
California
$6.25M
Brown Advisory
437
Brown Advisory
Maryland
$6.24M
AAA
438
Adams Asset Advisors
Texas
$6.23M
SB
439
Strategic Blueprint
Georgia
$6.17M
UWM
440
USAdvisors Wealth Management
Minnesota
$6.16M
RC
441
Rovin Capital
Arizona
$6.09M
UWP
442
Uniting Wealth Partners
Kansas
$6.09M
CCA
443
Cypress Capital Advisors
Tennessee
$6.07M
BIA
444
Barry Investment Advisors
Massachusetts
$6.06M
MMA
445
Miracle Mile Advisors
California
$6.04M
PGFC
446
Peapack-Gladstone Financial Corp
New Jersey
$6.03M
DWM
447
Diversify Wealth Management
Utah
$6.03M
TYCC
448
Texas Yale Capital Corp
Florida
$6.01M
GSIS
449
Global Strategic Investment Solutions
Arizona
$6M
WG
450
WMS Group
Louisiana
$5.96M