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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
PFS
551
Prospera Financial Services
Texas
$4.03M
AA
552
Auxano Advisors
Washington
$4.03M
BIM
553
Breakwater Investment Management
Washington
$4.02M
KA
554
Kovack Advisors
Florida
$4.01M
AWP
555
Axis Wealth Partners
Rhode Island
$4M
FWA
556
Flagship Wealth Advisors
Massachusetts
$3.97M
IF
557
IRON Financial
Illinois
$3.96M
GCA
558
Gradient Capital Advisors
California
$3.94M
SIA
559
Soltis Investment Advisors
Utah
$3.93M
RW
560
RVW Wealth
California
$3.91M
CG
561
Caprock Group
Idaho
$3.89M
WIM
562
WealthPlan Investment Management
Nebraska
$3.89M
BBHC
563
Brown Brothers Harriman & Co
New York
$3.88M
CFGSD
564
Compass Financial Group (South Dakota)
South Dakota
$3.88M
GAG
565
GM Advisory Group
New York
$3.88M
NW
566
NewEdge Wealth
Pennsylvania
$3.87M
CWMK
567
Caliber Wealth Management (Kansas)
Kansas
$3.85M
VFIC
568
Valley Forge Investment Consultants
Pennsylvania
$3.84M
VWM
569
Vermillion Wealth Management
Minnesota
$3.84M
LCM
570
LVM Capital Management
Michigan
$3.82M
TSS
571
Two Sigma Securities
New York
$3.81M
ANTB
572
AMG National Trust Bank
Colorado
$3.81M
CIAS
573
Capital Investment Advisory Services
North Carolina
$3.8M
EWA
574
Evolution Wealth Advisors
Florida
$3.8M
JWCA
575
J.W. Cole Advisors
Florida
$3.8M