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