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