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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
BWM
801
Bernard Wealth Management
Michigan
$1.89M
APA
802
Astoria Portfolio Advisors
New York
$1.89M
IIC
803
Ironwood Investment Counsel
Arizona
$1.87M
TAFW
804
Tred Avon Family Wealth
Maryland
$1.86M
BAG
805
Bauman Advisory Group
Nevada
$1.86M
WCM
806
Whitener Capital Management
North Carolina
$1.85M
V
807
ViaWealth
Kansas
$1.85M
GWMR
808
GC Wealth Management RIA
Massachusetts
$1.84M
JFG
809
JMG Financial Group
Illinois
$1.84M
SFC
810
Strategic Financial Concepts
Texas
$1.83M
FP
811
Financial Perspectives
Minnesota
$1.83M
EAM
812
Evanson Asset Management
California
$1.83M
JCM
813
Janney Capital Management
Pennsylvania
$1.82M
WP
814
WealthShield Partners
North Carolina
$1.82M
CPA
815
Cathy Pareto & Associates
Florida
$1.82M
FFA
816
Founders Financial Alliance
North Carolina
$1.8M
NGA
817
Naples Global Advisors
Florida
$1.8M
PEA
818
Park Edge Advisors
Ohio
$1.8M
FGC
819
First Growth Capital
Maryland
$1.79M
Vanguard Group
820
Vanguard Group
Pennsylvania
$1.79M
CFG
821
Chapman Financial Group
Hawaii
$1.76M
ETS
822
ESL Trust Services
New York
$1.76M
IAIM
823
International Assets Investment Management
Florida
$1.73M
BIS
824
BG Investment Services
Guam
$1.73M
RWP
825
RWA Wealth Partners
Massachusetts
$1.72M