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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
HNB
876
Huntington National Bank
Ohio
$1.48M
VIA
877
Victrix Investment Advisors
Florida
$1.47M
CWP
878
Clark Wealth Partners
Illinois
$1.47M
MCC
879
Money Concepts Capital
Florida
$1.47M
ARG
880
Advisory Resource Group
Oklahoma
$1.46M
IAP
881
Indie Asset Partners
Indiana
$1.46M
LHP
882
Lexington Hill Partners
Texas
$1.46M
MCA
883
Magnolia Capital Advisors
Mississippi
$1.46M
GI
884
Gradient Investments
Minnesota
$1.45M
BFS
885
Bradley Foster & Sargent
Connecticut
$1.44M
SIAG
886
Signet Investment Advisory Group
Rhode Island
$1.44M
TWM
887
Thrive Wealth Management
Pennsylvania
$1.44M
MAMG
888
Milestone Asset Management Group
Connecticut
$1.44M
BPW
889
BLVD Private Wealth
Kentucky
$1.44M
AC
890
Attessa Capital
Arizona
$1.43M
CCFM
891
Clear Creek Financial Management
Washington
$1.43M
EFG
892
Ethos Financial Group
Pennsylvania
$1.43M
Empower Advisory Group
893
Empower Advisory Group
Colorado
$1.42M
WHC
894
Wulff, Hansen & Co
California
$1.42M
PWSG
895
Pacific Wealth Strategies Group
California
$1.41M
LNWTC
896
Laird Norton Wetherby Trust Company
Washington
$1.41M
JWM
897
Jupiter Wealth Management
Colorado
$1.41M
WI
898
Westbourne Investments
Virginia
$1.41M
CAI
899
Capital Advisors Inc
Oklahoma
$1.4M
SWP
900
Semus Wealth Partners
Florida
$1.4M