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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
GIA
576
Gladstone Institutional Advisory
Florida
$3.75M
GCA
577
Genesee Capital Advisors
New York
$3.75M
TCG
578
Transcendent Capital Group
Oklahoma
$3.75M
PIA
579
Panoramic Investment Advisors
Colorado
$3.71M
LCM
580
Liberty Capital Management
Michigan
$3.7M
BW
581
BXM Wealth
Colorado
$3.69M
SL
582
SFM LLC
New Hampshire
$3.69M
WIM
583
Warwick Investment Management
Texas
$3.68M
NG
584
Northstar Group
New York
$3.68M
WA
585
WPG Advisers
Maryland
$3.67M
CFGA
586
Cambridge Financial Group (Arizona)
Arizona
$3.65M
FAL
587
Focused Alpha LLC
Colorado
$3.64M
RC
588
Roundview Capital
New Jersey
$3.64M
Comerica Bank
589
Comerica Bank
Texas
$3.61M
EWP
590
Elevation Wealth Partners
California
$3.61M
HI
591
Horizon Investments
North Carolina
$3.59M
CA
592
Cambridge Advisors
Nebraska
$3.59M
ML
593
McAdam LLC
Pennsylvania
$3.58M
EWA
594
EverSource Wealth Advisors
Alabama
$3.56M
WWM
595
Western Wealth Management
Colorado
$3.56M
SC
596
Savant Capital
Illinois
$3.55M
STA
597
Summit Trail Advisors
New York
$3.55M
SQA
598
Simon Quick Advisors
New Jersey
$3.55M
SA
599
Sovran Advisors
California
$3.54M
TA
600
TPG Advisors
Illinois
$3.53M