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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
DCM
451
Dorato Capital Management
Colorado
$5.87M
SMC
452
Smith, Moore & Co
Missouri
$5.86M
FT
453
Fiduciary Trust
Massachusetts
$5.86M
BFP
454
Beacon Financial Planning
Massachusetts
$5.86M
CAC
455
Certified Advisory Corp
Florida
$5.85M
CA
456
CoreCap Advisors
Michigan
$5.83M
MWM
457
Moran Wealth Management
Florida
$5.81M
EAN
458
Excelsior Advisor Network
Colorado
$5.8M
AAA
459
Andrews Advisory Associates
Hawaii
$5.79M
MIA
460
Milestone Investment Advisors
Wisconsin
$5.78M
PFA
461
Perryman Financial Advisory
Texas
$5.78M
UBG
462
United Bank (Georgia)
Georgia
$5.76M
FMC
463
First Merchants Corp
Indiana
$5.76M
IA
464
Insight Advisors
Pennsylvania
$5.75M
AC
465
AlphaCore Capital
California
$5.74M
PPWM
466
Premier Private Wealth Management
Florida
$5.73M
FHA
467
Flagship Harbor Advisors
Massachusetts
$5.72M
BSSFA
468
Baron Silver Stevens Financial Advisors
Florida
$5.67M
PS
469
Principal Securities
Iowa
$5.67M
LA
470
Legacy Advisors
Pennsylvania
$5.63M
HIW
471
Holos Integrated Wealth
Pennsylvania
$5.61M
IWM
472
IHT Wealth Management
Illinois
$5.53M
SWM
473
Sendero Wealth Management
Texas
$5.5M
B
474
Bensler
Washington
$5.44M
LPT
475
Legacy Private Trust
Wisconsin
$5.43M