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Schwab US Dividend Equity ETF

1,879 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 229 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
1,879
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
KF
701
Krilogy Financial
Missouri
$2.65M
FA
702
Freestate Advisors
Kansas
$2.65M
RYIA
703
Roehl & Yi Investment Advisors
Oregon
$2.63M
SWM
704
Silverlake Wealth Management
Vermont
$2.62M
VFP
705
Verus Financial Partners
Virginia
$2.62M
AWP
706
Atlas Wealth Partners
Pennsylvania
$2.61M
RWP
707
Revolve Wealth Partners
New Jersey
$2.6M
1L
708
10Elms LLP
Oklahoma
$2.6M
FWM
709
FMA Wealth Management
Massachusetts
$2.6M
FTS
710
Fifth Third Securities
Ohio
$2.59M
JCM
711
Jacobi Capital Management
Pennsylvania
$2.57M
HC
712
Hurley Capital
New York
$2.56M
Luther King Capital Management (LKCM)
713
Luther King Capital Management (LKCM)
Texas
$2.54M
WF
714
Welch & Forbes
Massachusetts
$2.53M
CT
715
Caldwell Trust
Florida
$2.53M
JBW
716
Journey Beyond Wealth
Georgia
$2.52M
HBW
717
Hazlett, Burt & Watson
West Virginia
$2.52M
SIS
718
Sound Income Strategies
Florida
$2.5M
FWWM
719
Fiscal Wisdom Wealth Management
Connecticut
$2.49M
WKSWA
720
White Knight Strategic Wealth Advisors
New Jersey
$2.49M
CWS
721
Cypress Wealth Services
California
$2.48M
VA
722
Vident Advisory
Georgia
$2.48M
BMCM
723
Bryn Mawr Capital Management
Pennsylvania
$2.48M
BWAM
724
Boyd Watterson Asset Management
Ohio
$2.47M
MWM
725
Maripau Wealth Management
Indiana
$2.47M