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Schwab US Dividend Equity ETF

1,878 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 228 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
1,878
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
FCM
651
Fortis Capital Management
Washington
$3.04M
SMFG
652
Sumitomo Mitsui Financial Group
Japan
$3.04M
NSIM
653
North Star Investment Management
Illinois
$3.04M
FNT
654
First National Trust
Pennsylvania
$3.04M
LFG
655
Larson Financial Group
Missouri
$3.01M
PNC Financial Services Group
656
PNC Financial Services Group
Pennsylvania
$3M
WWM
657
Woodside Wealth Management
Massachusetts
$2.99M
MAS
658
Madden Advisory Services
Florida
$2.98M
EIG
659
Ellenbecker Investment Group
Wisconsin
$2.97M
BL
660
BFSG LLC
California
$2.97M
ZIG
661
Zullo Investment Group
Pennsylvania
$2.96M
CFO
662
Collective Family Office
Pennsylvania
$2.96M
FIA
663
Foundations Investment Advisors
Arizona
$2.96M
CWP
664
Concord Wealth Partners
Virginia
$2.94M
SWM
665
SeaCrest Wealth Management
New York
$2.92M
GMA
666
Glassy Mountain Advisors
Maryland
$2.89M
NJIM
667
Nabity-Jensen Investment Management
Nebraska
$2.86M
AWA
668
Adapt Wealth Advisors
Georgia
$2.86M
BB
669
Bell Bank
North Dakota
$2.86M
CFA
670
CWS Financial Advisors
Michigan
$2.86M
PAS
671
PKS Advisory Services
New York
$2.85M
ISWM
672
Independent Solutions Wealth Management
New York
$2.85M
CIA
673
Choate Investment Advisors
Massachusetts
$2.83M
PGAM
674
Princeton Global Asset Management
New Jersey
$2.82M
MPIA
675
Milestones Private Investment Advisors
New York
$2.81M