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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
BFP
926
Birchwood Financial Partners
Minnesota
$1.29M
TWA
927
Trace Wealth Advisors
California
$1.29M
TCM
928
TruNorth Capital Management
Michigan
$1.29M
WAL
929
W Advisors LLC
Tennessee
$1.28M
CIM
930
Catalyst Investment Management
New Hampshire
$1.28M
SC
931
SouthState Corp
Florida
$1.28M
EFG
932
Ehrlich Financial Group
California
$1.27M
GWP
933
Gateway Wealth Partners
Wisconsin
$1.27M
EWM
934
Evergreen Wealth Management
Michigan
$1.27M
DAS
935
Diversify Advisory Services
Utah
$1.26M
O3W
936
Omni 360 Wealth
New Jersey
$1.26M
AL
937
Aspiriant LLC
California
$1.25M
TCM
938
Traynor Capital Management
Pennsylvania
$1.25M
DI
939
Disciplined Investors
Texas
$1.25M
HTC
940
Haverford Trust Company
Pennsylvania
$1.24M
LOIM
941
Liberty One Investment Management
Illinois
$1.24M
HNB
942
Hilltop National Bank
Wyoming
$1.24M
RWM
943
Revisor Wealth Management
Ohio
$1.23M
GFG
944
Grantvest Financial Group
New Jersey
$1.23M
WTA
945
Washington Trust Advisors
Massachusetts
$1.23M
LC
946
Landaas & Company
Wisconsin
$1.22M
BFG
947
Bleakley Financial Group
New Jersey
$1.22M
WCM
948
WealthBridge Capital Management
Ohio
$1.22M
PWA
949
Principia Wealth Advisory
Texas
$1.22M
SWP
950
Summit Wealth Partners
Florida
$1.22M