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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
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
AW
926
Ankerstar Wealth
Texas
$1.34M
TCA
927
Transcend Capital Advisors
New Jersey
$1.34M
WMA
928
West Michigan Advisors
Michigan
$1.33M
GWMI
929
Guardian Wealth Management (Illinois)
Illinois
$1.33M
CS
930
Capital Square
Tennessee
$1.32M
PAG
931
Private Advisory Group
Washington
$1.32M
WIC
932
Woodmont Investment Counsel
Tennessee
$1.32M
EA
933
Enclave Advisors
Texas
$1.32M
FWM
934
Focused Wealth Management
New York
$1.31M
RCWM
935
Royal Capital Wealth Management
Indiana
$1.31M
CAM
936
Costello Asset Management
Pennsylvania
$1.3M
BFP
937
Birchwood Financial Partners
Minnesota
$1.29M
TWA
938
Trace Wealth Advisors
California
$1.29M
TCM
939
TruNorth Capital Management
Michigan
$1.29M
WAL
940
W Advisors LLC
Tennessee
$1.28M
CIM
941
Catalyst Investment Management
New Hampshire
$1.28M
SC
942
SouthState Corp
Florida
$1.28M
EFG
943
Ehrlich Financial Group
California
$1.27M
GWP
944
Gateway Wealth Partners
Wisconsin
$1.27M
EWM
945
Evergreen Wealth Management
Michigan
$1.27M
DAS
946
Diversify Advisory Services
Utah
$1.26M
O3W
947
Omni 360 Wealth
New Jersey
$1.26M
AL
948
Aspiriant LLC
California
$1.25M
TCM
949
Traynor Capital Management
Pennsylvania
$1.25M
DI
950
Disciplined Investors
Texas
$1.25M