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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
BBA
726
BLB&B Advisors
Pennsylvania
$2.47M
TCBWMS
727
Texas Capital Bank Wealth Management Services
Texas
$2.47M
MSS
728
Mitchell Sinkler & Starr
Pennsylvania
$2.46M
XPN
729
XY Planning Network
Montana
$2.45M
M
730
MYeCFO
California
$2.45M
SFPG
731
Stonebridge Financial Planning Group
Florida
$2.44M
OWM
732
Opes Wealth Management
California
$2.44M
BBPWM
733
Blue Bell Private Wealth Management
Pennsylvania
$2.43M
PCMNC
734
Piedmont Capital Management (North Carolina)
North Carolina
$2.42M
EB
735
Eastern Bank
Massachusetts
$2.42M
PCIA
736
Prime Capital Investment Advisors
Kansas
$2.41M
MCA
737
Millennium Capital Advisors
Arkansas
$2.41M
PCA
738
Providence Capital Advisors
North Carolina
$2.39M
WFS
739
WealthGarden F.S.
California
$2.38M
HH
740
Hilltop Holdings
Texas
$2.35M
RAG
741
RIA Advisory Group
Iowa
$2.34M
SWM
742
SpringVest Wealth Management
Texas
$2.34M
WB
743
WesBanco Bank
West Virginia
$2.34M
WKWM
744
Walter & Keenan Wealth Management
Indiana
$2.3M
PFGIA
745
Patriot Financial Group Insurance Agency
Massachusetts
$2.28M
BRWA
746
B. Riley Wealth Advisors
Florida
$2.28M
KWM
747
KFG Wealth Management
Indiana
$2.28M
MIM
748
Macroview Investment Management
Maryland
$2.28M
PWA
749
Physician Wealth Advisors
Utah
$2.27M
DAM
750
Directional Asset Management
Illinois
$2.27M