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Schwab US Dividend Equity ETF

1,877 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, 728 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,877
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
WP
501
Wealthspan Partners
Iowa
$4.91M
HA
502
HC Advisors
Georgia
$4.9M
JIC
503
Johnson Investment Counsel
Ohio
$4.88M
FA
504
Fagan Associates
New York
$4.87M
OBWG
505
Onyx Bridge Wealth Group
New York
$4.85M
JMNC
506
J. Mark Nickell & Co
Tennessee
$4.83M
PCS
507
Personal CFO Solutions
New Jersey
$4.82M
JPLA
508
Joseph P. Lucia & Associates
New York
$4.79M
GIM
509
Guild Investment Management
California
$4.78M
STFP
510
Signal Tree Financial Partners
Ohio
$4.77M
BI
511
Berkeley Inc
Idaho
$4.74M
TA
512
TrueWealth Advisors
Alabama
$4.72M
JSL
513
JT Stratford LLC
Georgia
$4.71M
RPGNY
514
Retirement Planning Group (New York)
New York
$4.71M
AWE
515
Avidian Wealth Enterprises
Texas
$4.67M
KIA
516
KCM Investment Advisors
California
$4.66M
PWM
517
Perigon Wealth Management
California
$4.66M
FCA
518
FLC Capital Advisors
California
$4.65M
OAM
519
Oppenheimer Asset Management
New York
$4.64M
VCWM
520
Vista Cima Wealth Management
Arizona
$4.6M
ACI
521
Alpha Cubed Investments
California
$4.53M
RSWM
522
Robertson Stephens Wealth Management
California
$4.52M
SAW
523
Signal Advisors Wealth
Michigan
$4.51M
ACA
524
Alpha Capital Advisors
Maine
$4.5M
US Bancorp
525
US Bancorp
Minnesota
$4.5M