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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
HA
501
HC Advisors
Georgia
$4.9M
JIC
502
Johnson Investment Counsel
Ohio
$4.88M
FA
503
Fagan Associates
New York
$4.87M
OBWG
504
Onyx Bridge Wealth Group
New York
$4.85M
JMNC
505
J. Mark Nickell & Co
Tennessee
$4.83M
PCS
506
Personal CFO Solutions
New Jersey
$4.82M
JPLA
507
Joseph P. Lucia & Associates
New York
$4.79M
GIM
508
Guild Investment Management
California
$4.78M
STFP
509
Signal Tree Financial Partners
Ohio
$4.77M
BI
510
Berkeley Inc
Idaho
$4.74M
TA
511
TrueWealth Advisors
Alabama
$4.72M
JSL
512
JT Stratford LLC
Georgia
$4.71M
RPGNY
513
Retirement Planning Group (New York)
New York
$4.71M
AWE
514
Avidian Wealth Enterprises
Texas
$4.67M
KIA
515
KCM Investment Advisors
California
$4.66M
PWM
516
Perigon Wealth Management
California
$4.66M
FCA
517
FLC Capital Advisors
California
$4.65M
OAM
518
Oppenheimer Asset Management
New York
$4.64M
VCWM
519
Vista Cima Wealth Management
Arizona
$4.6M
ACI
520
Alpha Cubed Investments
California
$4.53M
RSWM
521
Robertson Stephens Wealth Management
California
$4.52M
SAW
522
Signal Advisors Wealth
Michigan
$4.51M
ACA
523
Alpha Capital Advisors
Maine
$4.5M
US Bancorp
524
US Bancorp
Minnesota
$4.5M
PCA
525
Pallas Capital Advisors
Massachusetts
$4.47M