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