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Schwab US Dividend Equity ETF

1,877 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, 728 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

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

Holders
1,877
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
TA
601
TPG Advisors
Illinois
$3.53M
CIA
602
Capital Investment Advisors
Georgia
$3.53M
CB
603
Commerce Bank
Missouri
$3.52M
BI
604
Beckerman Institutional
New Jersey
$3.51M
AIM
605
Anchor Investment Management
South Carolina
$3.51M
Bessemer Group
606
Bessemer Group
New Jersey
$3.5M
EWP
607
Equity Wealth Partners
Missouri
$3.5M
MFG
608
Mainsail Financial Group
Washington
$3.49M
CF
609
Centaurus Financial
California
$3.48M
MWM
610
Meridian Wealth Management
Kentucky
$3.45M
FHC
611
First Heartland Consultants
Missouri
$3.45M
PWA
612
Portus Wealth Advisors
North Carolina
$3.45M
BWM
613
BKM Wealth Management
Wisconsin
$3.44M
NS
614
NBC Securities
Alabama
$3.43M
S
615
Sachetta
Massachusetts
$3.42M
GSIAS
616
Garden State Investment Advisory Services
New Jersey
$3.39M
MWM
617
Maridea Wealth Management
New York
$3.39M
OW
618
Olistico Wealth
Oklahoma
$3.36M
VAS
619
Vestmark Advisory Solutions
Massachusetts
$3.35M
WFAG
620
Worth Financial Advisory Group
North Carolina
$3.34M
TCWM
621
Total Clarity Wealth Management
Illinois
$3.34M
CAG
622
Csenge Advisory Group
Florida
$3.34M
HHCP
623
Hilton Head Capital Partners
South Carolina
$3.33M
CIM
624
Corda Investment Management
Texas
$3.31M
RMP
625
Richards, Merrill & Peterson
Washington
$3.3M