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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
CWM
676
Chesapeake Wealth Management
Virginia
$2.81M
IAG
677
Investment Advisory Group
Massachusetts
$2.8M
SIA
678
Sage Investment Advisers
New York
$2.79M
CT
679
Clearstead Trust
Maine
$2.79M
SIAG
680
Safeguard Investment Advisory Group
California
$2.79M
SFG
681
SNS Financial Group
Minnesota
$2.79M
SWM
682
Selby Wealth Management
California
$2.78M
ATC
683
Argent Trust Co
Tennessee
$2.78M
WPC
684
Wedmont Private Capital
Pennsylvania
$2.78M
BWA
685
Beam Wealth Advisors
Louisiana
$2.78M
WWA
686
WCG Wealth Advisors
Nevada
$2.78M
RMAM
687
Raab & Moskowitz Asset Management
New Jersey
$2.77M
SSI
688
Scott & Selber Inc
Texas
$2.77M
HL
689
HeadInvest LLC
Maine
$2.76M
CCM
690
Coldstream Capital Management
Washington
$2.75M
SFS
691
Sowell Financial Services
Arkansas
$2.74M
LIA
692
LS Investment Advisors
Michigan
$2.73M
AGC
693
Aspen Grove Capital
Colorado
$2.71M
BWP
694
BlueStem Wealth Partners
Minnesota
$2.7M
OSAM
695
O'Shaughnessy Asset Management
Connecticut
$2.69M
EFG
696
Everhart Financial Group
Ohio
$2.69M
CA
697
Crewe Advisors
Utah
$2.67M
MWA
698
Muirfield Wealth Advisors
North Carolina
$2.65M
JWBC
699
John W. Brooker & Co
California
$2.65M
KF
700
Krilogy Financial
Missouri
$2.65M