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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
GLA
876
Great Lakes Advisors
Illinois
$1.52M
TIAA Trust, National Association
877
TIAA Trust, National Association
North Carolina
$1.51M
RW
878
REDW Wealth
New Mexico
$1.51M
EFS
879
Essex Financial Services
Connecticut
$1.51M
PFBT
880
Parkside Financial Bank & Trust
Missouri
$1.51M
GSEP
881
Golden State Equity Partners
California
$1.49M
TLFA
882
True Link Financial Advisors
California
$1.49M
AIM
883
Aspen Investment Management
Michigan
$1.49M
KA
884
KLCM Advisors
Wisconsin
$1.49M
HNB
885
Huntington National Bank
Ohio
$1.48M
VIA
886
Victrix Investment Advisors
Florida
$1.47M
CWP
887
Clark Wealth Partners
Illinois
$1.47M
MCC
888
Money Concepts Capital
Florida
$1.47M
ARG
889
Advisory Resource Group
Oklahoma
$1.46M
IAP
890
Indie Asset Partners
Indiana
$1.46M
LHP
891
Lexington Hill Partners
Texas
$1.46M
MCA
892
Magnolia Capital Advisors
Mississippi
$1.46M
JDLA
893
J. Derek Lewis & Associates
California
$1.45M
GI
894
Gradient Investments
Minnesota
$1.45M
BFS
895
Bradley Foster & Sargent
Connecticut
$1.44M
SIAG
896
Signet Investment Advisory Group
Rhode Island
$1.44M
TWM
897
Thrive Wealth Management
Pennsylvania
$1.44M
MAMG
898
Milestone Asset Management Group
Connecticut
$1.44M
BPW
899
BLVD Private Wealth
Kentucky
$1.44M
AC
900
Attessa Capital
Arizona
$1.43M