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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
SC
601
Savant Capital
Illinois
$3.55M
STA
602
Summit Trail Advisors
New York
$3.55M
SQA
603
Simon Quick Advisors
New Jersey
$3.55M
SA
604
Sovran Advisors
California
$3.54M
TA
605
TPG Advisors
Illinois
$3.53M
CIA
606
Capital Investment Advisors
Georgia
$3.53M
CB
607
Commerce Bank
Missouri
$3.52M
BI
608
Beckerman Institutional
New Jersey
$3.51M
AIM
609
Anchor Investment Management
South Carolina
$3.51M
Bessemer Group
610
Bessemer Group
New Jersey
$3.5M
EWP
611
Equity Wealth Partners
Missouri
$3.5M
CW
612
Cedarwood Wealth
Colorado
$3.5M
MFG
613
Mainsail Financial Group
Washington
$3.49M
CF
614
Centaurus Financial
California
$3.48M
MWM
615
Meridian Wealth Management
Kentucky
$3.45M
FHC
616
First Heartland Consultants
Missouri
$3.45M
PWA
617
Portus Wealth Advisors
North Carolina
$3.45M
BWM
618
BKM Wealth Management
Wisconsin
$3.44M
NS
619
NBC Securities
Alabama
$3.43M
S
620
Sachetta
Massachusetts
$3.42M
GSIAS
621
Garden State Investment Advisory Services
New Jersey
$3.39M
MWM
622
Maridea Wealth Management
New York
$3.39M
OW
623
Olistico Wealth
Oklahoma
$3.36M
VAS
624
Vestmark Advisory Solutions
Massachusetts
$3.35M
WFAG
625
Worth Financial Advisory Group
North Carolina
$3.34M