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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
MWM
876
Mission Wealth Management
California
$1.52M
GLA
877
Great Lakes Advisors
Illinois
$1.52M
TIAA Trust, National Association
878
TIAA Trust, National Association
North Carolina
$1.51M
RW
879
REDW Wealth
New Mexico
$1.51M
EFS
880
Essex Financial Services
Connecticut
$1.51M
PFBT
881
Parkside Financial Bank & Trust
Missouri
$1.51M
GSEP
882
Golden State Equity Partners
California
$1.49M
TLFA
883
True Link Financial Advisors
California
$1.49M
AIM
884
Aspen Investment Management
Michigan
$1.49M
KA
885
KLCM Advisors
Wisconsin
$1.49M
HNB
886
Huntington National Bank
Ohio
$1.48M
VIA
887
Victrix Investment Advisors
Florida
$1.47M
CWP
888
Clark Wealth Partners
Illinois
$1.47M
MCC
889
Money Concepts Capital
Florida
$1.47M
ARG
890
Advisory Resource Group
Oklahoma
$1.46M
IAP
891
Indie Asset Partners
Indiana
$1.46M
LHP
892
Lexington Hill Partners
Texas
$1.46M
MCA
893
Magnolia Capital Advisors
Mississippi
$1.46M
JDLA
894
J. Derek Lewis & Associates
California
$1.45M
GI
895
Gradient Investments
Minnesota
$1.45M
BFS
896
Bradley Foster & Sargent
Connecticut
$1.44M
SIAG
897
Signet Investment Advisory Group
Rhode Island
$1.44M
TWM
898
Thrive Wealth Management
Pennsylvania
$1.44M
MAMG
899
Milestone Asset Management Group
Connecticut
$1.44M
BPW
900
BLVD Private Wealth
Kentucky
$1.44M