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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
CCFM
901
Clear Creek Financial Management
Washington
$1.43M
EFG
902
Ethos Financial Group
Pennsylvania
$1.43M
Empower Advisory Group
903
Empower Advisory Group
Colorado
$1.42M
WHC
904
Wulff, Hansen & Co
California
$1.42M
PWSG
905
Pacific Wealth Strategies Group
California
$1.41M
LNWTC
906
Laird Norton Wetherby Trust Company
Washington
$1.41M
JWM
907
Jupiter Wealth Management
Colorado
$1.41M
WI
908
Westbourne Investments
Virginia
$1.41M
CAI
909
Capital Advisors Inc
Oklahoma
$1.4M
SWP
910
Semus Wealth Partners
Florida
$1.4M
CAGAS
911
Capital Advisory Group Advisory Services
Minnesota
$1.39M
IC
912
Inscription Capital
Texas
$1.39M
OF
913
Outfitter Financial
Maine
$1.39M
RFA
914
Register Financial Advisors
Georgia
$1.39M
MTIC
915
Missouri Trust & Investment Company
Missouri
$1.38M
PWP
916
Precedent Wealth Partners
Texas
$1.37M
ECA
917
Elevation Capital Advisory
Oregon
$1.37M
PWA
918
Pitcairn Wealth Advisors
Pennsylvania
$1.36M
UBS AM
919
UBS AM
Illinois
$1.36M
BCWM
920
Bartlett & Co Wealth Management
Ohio
$1.36M
ES
921
ETF Store
Kansas
$1.35M
SMWM
922
Silvia McColl Wealth Management
California
$1.35M
DT
923
Diversified Trust
Tennessee
$1.35M
AIA
924
Ally Invest Advisors
North Carolina
$1.35M
AW
925
Ankerstar Wealth
Texas
$1.34M