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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
BW
851
BIP Wealth
Georgia
$1.59M
CPP
852
Capasso Planning Partners
South Carolina
$1.59M
BDFN
853
Bond & Devick Financial Network
Minnesota
$1.59M
AFA
854
AllGen Financial Advisors
Florida
$1.58M
PTC
855
Private Trust Company
Ohio
$1.58M
TAM
856
Townsend Asset Management
North Carolina
$1.56M
OCPWS
857
One Charles Private Wealth Services
Massachusetts
$1.56M
SW
858
Simplicity Wealth
New Jersey
$1.56M
CSA
859
Cottage Street Advisors
Massachusetts
$1.55M
RFA
860
Rollins Financial Advisors
New York
$1.55M
BCA
861
Bay Colony Advisors
Massachusetts
$1.55M
FCIM
862
Fairview Capital Investment Management
California
$1.54M
Fisher Asset Management
863
Fisher Asset Management
Washington
$1.54M
WB
864
West Bancorporation
Iowa
$1.52M
MWM
865
Mission Wealth Management
California
$1.52M
GLA
866
Great Lakes Advisors
Illinois
$1.52M
TIAA Trust, National Association
867
TIAA Trust, National Association
North Carolina
$1.51M
RW
868
REDW Wealth
New Mexico
$1.51M
EFS
869
Essex Financial Services
Connecticut
$1.51M
PFBT
870
Parkside Financial Bank & Trust
Missouri
$1.51M
GSEP
871
Golden State Equity Partners
California
$1.49M
TLFA
872
True Link Financial Advisors
California
$1.49M
AIM
873
Aspen Investment Management
Michigan
$1.49M
KA
874
KLCM Advisors
Wisconsin
$1.49M
HNB
875
Huntington National Bank
Ohio
$1.48M