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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
ACG
451
Allen Capital Group
Nebraska
$5.93M
TWA
452
Talisman Wealth Advisors
New Jersey
$5.92M
AWMG
453
Alliance Wealth Management Group
New Jersey
$5.89M
TCM
454
Towercrest Capital Management
Pennsylvania
$5.89M
SP
455
Sherman Porfolios
Idaho
$5.87M
DCM
456
Dorato Capital Management
Colorado
$5.87M
SMC
457
Smith, Moore & Co
Missouri
$5.86M
FT
458
Fiduciary Trust
Massachusetts
$5.86M
BFP
459
Beacon Financial Planning
Massachusetts
$5.86M
CAC
460
Certified Advisory Corp
Florida
$5.85M
CA
461
CoreCap Advisors
Michigan
$5.83M
MWM
462
Moran Wealth Management
Florida
$5.81M
EAN
463
Excelsior Advisor Network
Colorado
$5.8M
AAA
464
Andrews Advisory Associates
Hawaii
$5.79M
MIA
465
Milestone Investment Advisors
Wisconsin
$5.78M
PFA
466
Perryman Financial Advisory
Texas
$5.78M
UBG
467
United Bank (Georgia)
Georgia
$5.76M
FMC
468
First Merchants Corp
Indiana
$5.76M
IA
469
Insight Advisors
Pennsylvania
$5.75M
AC
470
AlphaCore Capital
California
$5.74M
PPWM
471
Premier Private Wealth Management
Florida
$5.73M
FHA
472
Flagship Harbor Advisors
Massachusetts
$5.72M
BSSFA
473
Baron Silver Stevens Financial Advisors
Florida
$5.67M
PS
474
Principal Securities
Iowa
$5.67M
LA
475
Legacy Advisors
Pennsylvania
$5.63M