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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
OFS
851
Opus Financial Solutions
Illinois
$1.65M
MFG
852
MidWestOne Financial Group
Iowa
$1.64M
FWP
853
Forefront Wealth Partners
Texas
$1.64M
RFP
854
Root Financial Partners
California
$1.63M
TWM
855
Triton Wealth Management
Arizona
$1.63M
OFS
856
OneAscent Financial Services
Alabama
$1.62M
EWA
857
Elevate Wealth Advisory
Georgia
$1.6M
ADL
858
Asset Dedication LLC
California
$1.59M
CFP
859
Comprehensive Financial Planning
Pennsylvania
$1.59M
MA
860
Modus Advisors
Minnesota
$1.59M
BW
861
BIP Wealth
Georgia
$1.59M
CPP
862
Capasso Planning Partners
South Carolina
$1.59M
BDFN
863
Bond & Devick Financial Network
Minnesota
$1.59M
AFA
864
AllGen Financial Advisors
Florida
$1.58M
PTC
865
Private Trust Company
Ohio
$1.58M
TAM
866
Townsend Asset Management
North Carolina
$1.56M
OCPWS
867
One Charles Private Wealth Services
Massachusetts
$1.56M
SW
868
Simplicity Wealth
New Jersey
$1.56M
CSA
869
Cottage Street Advisors
Massachusetts
$1.55M
RFA
870
Rollins Financial Advisors
New York
$1.55M
BCA
871
Bay Colony Advisors
Massachusetts
$1.55M
AP
872
Advisortrust Partners
North Carolina
$1.54M
FCIM
873
Fairview Capital Investment Management
California
$1.54M
Fisher Asset Management
874
Fisher Asset Management
Washington
$1.54M
WB
875
West Bancorporation
Iowa
$1.52M