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Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

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

Holders
1,933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
GHA
551
Good Harbor Advisors
Massachusetts
$4.24M
Betterment LLC
552
Betterment LLC
New York
$4.21M
NF
553
Nikulski Financial
Iowa
$4.16M
RBFC
554
Roman Butler Fullerton & Co
Missouri
$4.12M
KF
555
KKM Financial
Illinois
$4.12M
IAS
556
Insigneo Advisory Services
Florida
$4.11M
DRP
557
Decker Retirement Planning
Utah
$4.1M
EA
558
Emerald Advisors
Washington
$4.1M
MWM
559
MOR Wealth Management
Pennsylvania
$4.08M
KFSN
560
Keystone Financial Services (Nebraska)
Nebraska
$4.05M
IAA
561
Independent Advisor Alliance
North Carolina
$4.03M
PFS
562
Prospera Financial Services
Texas
$4.03M
AA
563
Auxano Advisors
Washington
$4.03M
BIM
564
Breakwater Investment Management
Washington
$4.02M
KA
565
Kovack Advisors
Florida
$4.01M
AWP
566
Axis Wealth Partners
Rhode Island
$4M
FWA
567
Flagship Wealth Advisors
Massachusetts
$3.97M
IF
568
IRON Financial
Illinois
$3.96M
GCA
569
Gradient Capital Advisors
California
$3.94M
SIA
570
Soltis Investment Advisors
Utah
$3.93M
RW
571
RVW Wealth
California
$3.91M
CG
572
Caprock Group
Idaho
$3.89M
WIM
573
WealthPlan Investment Management
Nebraska
$3.89M
BBHC
574
Brown Brothers Harriman & Co
New York
$3.88M
CFGSD
575
Compass Financial Group (South Dakota)
South Dakota
$3.88M