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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
CA
776
Centennial Advisors
Texas
$2.16M
FC
777
Fairscale Capital
New Hampshire
$2.14M
EWM
778
Empirical Wealth Management
Washington
$2.13M
MYIA
779
Mount Yale Investment Advisors
Colorado
$2.13M
NA
780
Note Advisors
New York
$2.13M
CGL
781
Clarius Group LLC
Washington
$2.11M
BFS
782
Boyer Financial Services
California
$2.1M
CPC
783
Consolidated Planning Corp
Georgia
$2.1M
MIA
784
MainStreet Investment Advisors
Illinois
$2.08M
MPWT
785
MassMutual Private Wealth & Trust
Connecticut
$2.08M
APW
786
Aurora Private Wealth
New Jersey
$2.05M
PAA
787
Peregrine Asset Advisers
Oregon
$2.05M
PCM
788
Pennsylvania Capital Management
Pennsylvania
$2.04M
LA
789
Latitude Advisors
Florida
$2.04M
RPGK
790
Retirement Planning Group (Kansas)
Kansas
$2.03M
MWM
791
MFG Wealth Management
Indiana
$2.01M
CWAF
792
Core Wealth Advisors (Florida)
Florida
$2M
HIP
793
HUB Investment Partners
Texas
$2M
GIA
794
GHP Investment Advisors
Colorado
$2M
MAM
795
Marquette Asset Management
Minnesota
$1.98M
ACM
796
Alpha Capital Management
Texas
$1.98M
PFA
797
Petra Financial Advisors
Colorado
$1.98M
FA
798
Fiducient Advisors
Illinois
$1.96M
WIA
799
Westview Investment Advisors
Vermont
$1.95M
FLPIM
800
F.L. Putnam Investment Management
Massachusetts
$1.93M