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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
CAGAS
901
Capital Advisory Group Advisory Services
Minnesota
$1.39M
IC
902
Inscription Capital
Texas
$1.39M
OF
903
Outfitter Financial
Maine
$1.39M
RFA
904
Register Financial Advisors
Georgia
$1.39M
MTIC
905
Missouri Trust & Investment Company
Missouri
$1.38M
PWP
906
Precedent Wealth Partners
Texas
$1.37M
ECA
907
Elevation Capital Advisory
Oregon
$1.37M
PWA
908
Pitcairn Wealth Advisors
Pennsylvania
$1.36M
UBS AM
909
UBS AM
Illinois
$1.36M
BCWM
910
Bartlett & Co Wealth Management
Ohio
$1.36M
ES
911
ETF Store
Kansas
$1.35M
SMWM
912
Silvia McColl Wealth Management
California
$1.35M
DT
913
Diversified Trust
Tennessee
$1.35M
AIA
914
Ally Invest Advisors
North Carolina
$1.35M
AW
915
Ankerstar Wealth
Texas
$1.34M
TCA
916
Transcend Capital Advisors
New Jersey
$1.34M
WMA
917
West Michigan Advisors
Michigan
$1.33M
GWMI
918
Guardian Wealth Management (Illinois)
Illinois
$1.33M
CS
919
Capital Square
Tennessee
$1.32M
PAG
920
Private Advisory Group
Washington
$1.32M
WIC
921
Woodmont Investment Counsel
Tennessee
$1.32M
EA
922
Enclave Advisors
Texas
$1.32M
FWM
923
Focused Wealth Management
New York
$1.31M
RCWM
924
Royal Capital Wealth Management
Indiana
$1.31M
CAM
925
Costello Asset Management
Pennsylvania
$1.3M