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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
TWA
926
Trace Wealth Advisors
California
$1.29M
TCM
927
TruNorth Capital Management
Michigan
$1.29M
WAL
928
W Advisors LLC
Tennessee
$1.28M
CIM
929
Catalyst Investment Management
New Hampshire
$1.28M
SC
930
SouthState Corp
Florida
$1.28M
EFG
931
Ehrlich Financial Group
California
$1.27M
GWP
932
Gateway Wealth Partners
Wisconsin
$1.27M
EWM
933
Evergreen Wealth Management
Michigan
$1.27M
DAS
934
Diversify Advisory Services
Utah
$1.26M
O3W
935
Omni 360 Wealth
New Jersey
$1.26M
AL
936
Aspiriant LLC
California
$1.25M
TCM
937
Traynor Capital Management
Pennsylvania
$1.25M
DI
938
Disciplined Investors
Texas
$1.25M
HTC
939
Haverford Trust Company
Pennsylvania
$1.24M
LOIM
940
Liberty One Investment Management
Illinois
$1.24M
HNB
941
Hilltop National Bank
Wyoming
$1.24M
RWM
942
Revisor Wealth Management
Ohio
$1.23M
GFG
943
Grantvest Financial Group
New Jersey
$1.23M
WTA
944
Washington Trust Advisors
Massachusetts
$1.23M
LC
945
Landaas & Company
Wisconsin
$1.22M
BFG
946
Bleakley Financial Group
New Jersey
$1.22M
WCM
947
WealthBridge Capital Management
Ohio
$1.22M
PWA
948
Principia Wealth Advisory
Texas
$1.22M
SWP
949
Summit Wealth Partners
Florida
$1.22M
GS
950
GTS Securities
New York
$1.21M