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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
GS
826
GWN Securities
Florida
$1.72M
WFG
827
Wills Financial Group
Virginia
$1.71M
IA
828
Inspire Advisors
Idaho
$1.69M
TIA
829
Traphagen Investment Advisors
New Jersey
$1.69M
Natixis Advisors
830
Natixis Advisors
Massachusetts
$1.69M
PA
831
Planning Alternatives
Michigan
$1.69M
EFG
832
Embree Financial Group
Illinois
$1.69M
SLWA
833
San Luis Wealth Advisors
California
$1.68M
BWM
834
BCGM Wealth Management
Indiana
$1.68M
SCA
835
Snowden Capital Advisors
New York
$1.68M
DIA
836
Dean Investment Associates
Ohio
$1.67M
MPCL
837
My Personal CFO LLC
Washington
$1.66M
APIM
838
Agate Pass Investment Management
Washington
$1.66M
WWC
839
Waypoint Wealth Counsel
Georgia
$1.66M
TFA
840
Teamwork Financial Advisors
Texas
$1.66M
PA
841
Probity Advisors
Texas
$1.65M
OFS
842
Opus Financial Solutions
Illinois
$1.65M
MFG
843
MidWestOne Financial Group
Iowa
$1.64M
FWP
844
Forefront Wealth Partners
Texas
$1.64M
RFP
845
Root Financial Partners
California
$1.63M
TWM
846
Triton Wealth Management
Arizona
$1.63M
OFS
847
OneAscent Financial Services
Alabama
$1.62M
EWA
848
Elevate Wealth Advisory
Georgia
$1.6M
ADL
849
Asset Dedication LLC
California
$1.59M
CFP
850
Comprehensive Financial Planning
Pennsylvania
$1.59M