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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
CPL
651
CAP Partners LLC
Tennessee
$3.07M
WIP
652
WealthCare Investment Partners
Rhode Island
$3.07M
AMG
653
Advisors Management Group
Wisconsin
$3.07M
Neuberger Berman Group
654
Neuberger Berman Group
New York
$3.07M
Bank of Montreal
655
Bank of Montreal
Ontario, Canada
$3.06M
CFS
656
Coordinated Financial Services
Colorado
$3.05M
FCM
657
Fortis Capital Management
Washington
$3.04M
SMFG
658
Sumitomo Mitsui Financial Group
Japan
$3.04M
NSIM
659
North Star Investment Management
Illinois
$3.04M
FNT
660
First National Trust
Pennsylvania
$3.04M
LFG
661
Larson Financial Group
Missouri
$3.01M
PNC Financial Services Group
662
PNC Financial Services Group
Pennsylvania
$3M
WWM
663
Woodside Wealth Management
Massachusetts
$2.99M
MAS
664
Madden Advisory Services
Florida
$2.98M
EIG
665
Ellenbecker Investment Group
Wisconsin
$2.97M
BL
666
BFSG LLC
California
$2.97M
ZIG
667
Zullo Investment Group
Pennsylvania
$2.96M
CFO
668
Collective Family Office
Pennsylvania
$2.96M
FIA
669
Foundations Investment Advisors
Arizona
$2.96M
CWP
670
Concord Wealth Partners
Virginia
$2.94M
SWM
671
SeaCrest Wealth Management
New York
$2.92M
GMA
672
Glassy Mountain Advisors
Maryland
$2.89M
NJIM
673
Nabity-Jensen Investment Management
Nebraska
$2.86M
AWA
674
Adapt Wealth Advisors
Georgia
$2.86M
BB
675
Bell Bank
North Dakota
$2.86M