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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
TCBWMS
726
Texas Capital Bank Wealth Management Services
Texas
$2.47M
MSS
727
Mitchell Sinkler & Starr
Pennsylvania
$2.46M
XPN
728
XY Planning Network
Montana
$2.45M
M
729
MYeCFO
California
$2.45M
SFPG
730
Stonebridge Financial Planning Group
Florida
$2.44M
OWM
731
Opes Wealth Management
California
$2.44M
BBPWM
732
Blue Bell Private Wealth Management
Pennsylvania
$2.43M
PCMNC
733
Piedmont Capital Management (North Carolina)
North Carolina
$2.42M
EB
734
Eastern Bank
Massachusetts
$2.42M
PCIA
735
Prime Capital Investment Advisors
Kansas
$2.41M
MCA
736
Millennium Capital Advisors
Arkansas
$2.41M
PCA
737
Providence Capital Advisors
North Carolina
$2.39M
WFS
738
WealthGarden F.S.
California
$2.38M
HH
739
Hilltop Holdings
Texas
$2.35M
RAG
740
RIA Advisory Group
Iowa
$2.34M
SWM
741
SpringVest Wealth Management
Texas
$2.34M
WB
742
WesBanco Bank
West Virginia
$2.34M
WKWM
743
Walter & Keenan Wealth Management
Indiana
$2.3M
PFGIA
744
Patriot Financial Group Insurance Agency
Massachusetts
$2.28M
BRWA
745
B. Riley Wealth Advisors
Florida
$2.28M
KWM
746
KFG Wealth Management
Indiana
$2.28M
MIM
747
Macroview Investment Management
Maryland
$2.28M
PWA
748
Physician Wealth Advisors
Utah
$2.27M
DAM
749
Directional Asset Management
Illinois
$2.27M
BWMG
750
Barnes Wealth Management Group
California
$2.26M