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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
MA
851
Modus Advisors
Minnesota
$1.59M
BW
852
BIP Wealth
Georgia
$1.59M
CPP
853
Capasso Planning Partners
South Carolina
$1.59M
BDFN
854
Bond & Devick Financial Network
Minnesota
$1.59M
AFA
855
AllGen Financial Advisors
Florida
$1.58M
PTC
856
Private Trust Company
Ohio
$1.58M
TAM
857
Townsend Asset Management
North Carolina
$1.56M
OCPWS
858
One Charles Private Wealth Services
Massachusetts
$1.56M
SW
859
Simplicity Wealth
New Jersey
$1.56M
CSA
860
Cottage Street Advisors
Massachusetts
$1.55M
RFA
861
Rollins Financial Advisors
New York
$1.55M
BCA
862
Bay Colony Advisors
Massachusetts
$1.55M
FCIM
863
Fairview Capital Investment Management
California
$1.54M
Fisher Asset Management
864
Fisher Asset Management
Washington
$1.54M
WB
865
West Bancorporation
Iowa
$1.52M
MWM
866
Mission Wealth Management
California
$1.52M
GLA
867
Great Lakes Advisors
Illinois
$1.52M
TIAA Trust, National Association
868
TIAA Trust, National Association
North Carolina
$1.51M
RW
869
REDW Wealth
New Mexico
$1.51M
EFS
870
Essex Financial Services
Connecticut
$1.51M
PFBT
871
Parkside Financial Bank & Trust
Missouri
$1.51M
GSEP
872
Golden State Equity Partners
California
$1.49M
TLFA
873
True Link Financial Advisors
California
$1.49M
AIM
874
Aspen Investment Management
Michigan
$1.49M
KA
875
KLCM Advisors
Wisconsin
$1.49M