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