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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
PEA
826
Park Edge Advisors
Ohio
$1.8M
FGC
827
First Growth Capital
Maryland
$1.79M
Vanguard Group
828
Vanguard Group
Pennsylvania
$1.79M
CFG
829
Chapman Financial Group
Hawaii
$1.76M
ETS
830
ESL Trust Services
New York
$1.76M
IAIM
831
International Assets Investment Management
Florida
$1.73M
BIS
832
BG Investment Services
Guam
$1.73M
RWP
833
RWA Wealth Partners
Massachusetts
$1.72M
GS
834
GWN Securities
Florida
$1.72M
WFG
835
Wills Financial Group
Virginia
$1.71M
IA
836
Inspire Advisors
Idaho
$1.69M
TIA
837
Traphagen Investment Advisors
New Jersey
$1.69M
Natixis Advisors
838
Natixis Advisors
Massachusetts
$1.69M
PA
839
Planning Alternatives
Michigan
$1.69M
EFG
840
Embree Financial Group
Illinois
$1.69M
SLWA
841
San Luis Wealth Advisors
California
$1.68M
BWM
842
BCGM Wealth Management
Indiana
$1.68M
SCA
843
Snowden Capital Advisors
New York
$1.68M
DIA
844
Dean Investment Associates
Ohio
$1.67M
MPCL
845
My Personal CFO LLC
Washington
$1.66M
APIM
846
Agate Pass Investment Management
Washington
$1.66M
WWC
847
Waypoint Wealth Counsel
Georgia
$1.66M
TFA
848
Teamwork Financial Advisors
Texas
$1.66M
PA
849
Probity Advisors
Texas
$1.65M
OFS
850
Opus Financial Solutions
Illinois
$1.65M