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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,908
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
NGA
826
Naples Global Advisors
Florida
$1.8M
PEA
827
Park Edge Advisors
Ohio
$1.8M
FGC
828
First Growth Capital
Maryland
$1.79M
Vanguard Group
829
Vanguard Group
Pennsylvania
$1.79M
CFG
830
Chapman Financial Group
Hawaii
$1.76M
ETS
831
ESL Trust Services
New York
$1.76M
IAIM
832
International Assets Investment Management
Florida
$1.73M
BIS
833
BG Investment Services
Guam
$1.73M
RWP
834
RWA Wealth Partners
Massachusetts
$1.72M
GS
835
GWN Securities
Florida
$1.72M
WFG
836
Wills Financial Group
Virginia
$1.71M
IA
837
Inspire Advisors
Idaho
$1.69M
TIA
838
Traphagen Investment Advisors
New Jersey
$1.69M
Natixis Advisors
839
Natixis Advisors
Massachusetts
$1.69M
PA
840
Planning Alternatives
Michigan
$1.69M
EFG
841
Embree Financial Group
Illinois
$1.69M
SLWA
842
San Luis Wealth Advisors
California
$1.68M
BWM
843
BCGM Wealth Management
Indiana
$1.68M
SCA
844
Snowden Capital Advisors
New York
$1.68M
DIA
845
Dean Investment Associates
Ohio
$1.67M
MPCL
846
My Personal CFO LLC
Washington
$1.66M
APIM
847
Agate Pass Investment Management
Washington
$1.66M
WWC
848
Waypoint Wealth Counsel
Georgia
$1.66M
TFA
849
Teamwork Financial Advisors
Texas
$1.66M
PA
850
Probity Advisors
Texas
$1.65M