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Schwab US Dividend Equity ETF

1,876 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 227 funds opening new positions, 727 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: 727 | Existing positions reduced: 748

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,876
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
IC
901
Inscription Capital
Texas
$1.39M
OF
902
Outfitter Financial
Maine
$1.39M
RFA
903
Register Financial Advisors
Georgia
$1.39M
MTIC
904
Missouri Trust & Investment Company
Missouri
$1.38M
PWP
905
Precedent Wealth Partners
Texas
$1.37M
ECA
906
Elevation Capital Advisory
Oregon
$1.37M
PWA
907
Pitcairn Wealth Advisors
Pennsylvania
$1.36M
UBS AM
908
UBS AM
Illinois
$1.36M
BCWM
909
Bartlett & Co Wealth Management
Ohio
$1.36M
ES
910
ETF Store
Kansas
$1.35M
SMWM
911
Silvia McColl Wealth Management
California
$1.35M
DT
912
Diversified Trust
Tennessee
$1.35M
AIA
913
Ally Invest Advisors
North Carolina
$1.35M
AW
914
Ankerstar Wealth
Texas
$1.34M
TCA
915
Transcend Capital Advisors
New Jersey
$1.34M
WMA
916
West Michigan Advisors
Michigan
$1.33M
GWMI
917
Guardian Wealth Management (Illinois)
Illinois
$1.33M
CS
918
Capital Square
Tennessee
$1.32M
PAG
919
Private Advisory Group
Washington
$1.32M
WIC
920
Woodmont Investment Counsel
Tennessee
$1.32M
EA
921
Enclave Advisors
Texas
$1.32M
FWM
922
Focused Wealth Management
New York
$1.31M
RCWM
923
Royal Capital Wealth Management
Indiana
$1.31M
CAM
924
Costello Asset Management
Pennsylvania
$1.3M
BFP
925
Birchwood Financial Partners
Minnesota
$1.29M