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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
ST
501
Smithfield Trust
Pennsylvania
$5.02M
SEI Investments
502
SEI Investments
Pennsylvania
$5.02M
DBRC
503
D.B. Root & Company
Pennsylvania
$4.95M
CIA
504
Cape Investment Advisory
Georgia
$4.93M
WP
505
Wealthspan Partners
Iowa
$4.91M
HA
506
HC Advisors
Georgia
$4.9M
JIC
507
Johnson Investment Counsel
Ohio
$4.88M
FA
508
Fagan Associates
New York
$4.87M
OBWG
509
Onyx Bridge Wealth Group
New York
$4.85M
JMNC
510
J. Mark Nickell & Co
Tennessee
$4.83M
PCS
511
Personal CFO Solutions
New Jersey
$4.82M
JPLA
512
Joseph P. Lucia & Associates
New York
$4.79M
GIM
513
Guild Investment Management
California
$4.78M
STFP
514
Signal Tree Financial Partners
Ohio
$4.77M
BI
515
Berkeley Inc
Idaho
$4.74M
TA
516
TrueWealth Advisors
Alabama
$4.72M
JSL
517
JT Stratford LLC
Georgia
$4.71M
RPGNY
518
Retirement Planning Group (New York)
New York
$4.71M
AWE
519
Avidian Wealth Enterprises
Texas
$4.67M
KIA
520
KCM Investment Advisors
California
$4.66M
PWM
521
Perigon Wealth Management
California
$4.66M
FCA
522
FLC Capital Advisors
California
$4.65M
OAM
523
Oppenheimer Asset Management
New York
$4.64M
VCWM
524
Vista Cima Wealth Management
Arizona
$4.6M
ACI
525
Alpha Cubed Investments
California
$4.53M