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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
CFA
676
CWS Financial Advisors
Michigan
$2.86M
PAS
677
PKS Advisory Services
New York
$2.85M
ISWM
678
Independent Solutions Wealth Management
New York
$2.85M
CIA
679
Choate Investment Advisors
Massachusetts
$2.83M
PGAM
680
Princeton Global Asset Management
New Jersey
$2.82M
MPIA
681
Milestones Private Investment Advisors
New York
$2.81M
VT
682
Vise Technologies
New York
$2.81M
CWM
683
Chesapeake Wealth Management
Virginia
$2.81M
IAG
684
Investment Advisory Group
Massachusetts
$2.8M
SIA
685
Sage Investment Advisers
New York
$2.79M
CT
686
Clearstead Trust
Maine
$2.79M
SIAG
687
Safeguard Investment Advisory Group
California
$2.79M
SFG
688
SNS Financial Group
Minnesota
$2.79M
SWM
689
Selby Wealth Management
California
$2.78M
ATC
690
Argent Trust Co
Tennessee
$2.78M
WPC
691
Wedmont Private Capital
Pennsylvania
$2.78M
BWA
692
Beam Wealth Advisors
Louisiana
$2.78M
WWA
693
WCG Wealth Advisors
Nevada
$2.78M
RMAM
694
Raab & Moskowitz Asset Management
New Jersey
$2.77M
SSI
695
Scott & Selber Inc
Texas
$2.77M
HL
696
HeadInvest LLC
Maine
$2.76M
CCM
697
Coldstream Capital Management
Washington
$2.75M
SFS
698
Sowell Financial Services
Arkansas
$2.74M
LIA
699
LS Investment Advisors
Michigan
$2.73M
AGC
700
Aspen Grove Capital
Colorado
$2.71M