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