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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
MWM
626
MOKAN Wealth Management
Kansas
$3.3M
CL
627
COWA LLC
Oklahoma
$3.29M
UAG
628
United Advisor Group
Ohio
$3.29M
FD
629
Financial Designs
California
$3.28M
WF
630
Warner Financial
Maryland
$3.25M
OCM
631
Orion Capital Management
California
$3.24M
FFA
632
Florida Financial Advisors
Florida
$3.23M
NFTC
633
North Forty Two & Co
Oregon
$3.21M
WA
634
WBH Advisory
Maryland
$3.2M
FWA
635
FSC Wealth Advisors
New York
$3.18M
TF
636
Tenzing Financial
Virginia
$3.14M
LF
637
LifeSteps Financial
California
$3.13M
GIA
638
Guyasuta Investment Advisors
Pennsylvania
$3.12M
SG
639
StoneX Group
New York
$3.11M
SFG
640
SageGuard Financial Group
Tennessee
$3.11M
PMG
641
ProVise Management Group
Florida
$3.1M
MA
642
McGrath & Associates
North Carolina
$3.09M
GWM
643
Geneos Wealth Management
Colorado
$3.08M
CPL
644
CAP Partners LLC
Tennessee
$3.07M
WIP
645
WealthCare Investment Partners
Rhode Island
$3.07M
AMG
646
Advisors Management Group
Wisconsin
$3.07M
Neuberger Berman Group
647
Neuberger Berman Group
New York
$3.07M
Bank of Montreal
648
Bank of Montreal
Ontario, Canada
$3.06M
CFS
649
Coordinated Financial Services
Colorado
$3.05M
FCM
650
Fortis Capital Management
Washington
$3.04M