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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
RDWM
476
Red Door Wealth Management
Tennessee
$5.42M
MWA
477
Merkkuri Wealth Advisors
New York
$5.41M
AOWM
478
Alpha Omega Wealth Management
Virginia
$5.36M
PIAS
479
PCA Investment Advisory Services
Ohio
$5.35M
EF
480
Exeter Financial
Arizona
$5.35M
WP
481
WealthPLAN Partners
Nebraska
$5.31M
CW
482
Channel Wealth
California
$5.25M
ES
483
Eagle Strategies
New York
$5.23M
PI
484
PFG Investments
New York
$5.19M
HA
485
Hofer & Associates
California
$5.17M
SWM
486
Spire Wealth Management
Virginia
$5.16M
SF
487
Seek First
California
$5.16M
WLIM
488
White Lighthouse Investment Management
Massachusetts
$5.15M
WS
489
Wedbush Securities
California
$5.12M
AWM
490
Apollon Wealth Management
South Carolina
$5.11M
TFS
491
Thoroughbred Financial Services
Tennessee
$5.11M
QCM
492
Quantinno Capital Management
New York
$5.09M
AAP
493
Arax Advisory Partners
Colorado
$5.08M
GFPC
494
Global Financial Private Client
Florida
$5.07M
CW
495
CreativeOne Wealth
Kansas
$5.03M
ST
496
Smithfield Trust
Pennsylvania
$5.02M
SEI Investments
497
SEI Investments
Pennsylvania
$5.02M
DBRC
498
D.B. Root & Company
Pennsylvania
$4.95M
CIA
499
Cape Investment Advisory
Georgia
$4.93M
WP
500
Wealthspan Partners
Iowa
$4.91M