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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
TCA
926
Transcend Capital Advisors
New Jersey
$1.34M
WMA
927
West Michigan Advisors
Michigan
$1.33M
GWMI
928
Guardian Wealth Management (Illinois)
Illinois
$1.33M
CS
929
Capital Square
Tennessee
$1.32M
PAG
930
Private Advisory Group
Washington
$1.32M
WIC
931
Woodmont Investment Counsel
Tennessee
$1.32M
EA
932
Enclave Advisors
Texas
$1.32M
FWM
933
Focused Wealth Management
New York
$1.31M
RCWM
934
Royal Capital Wealth Management
Indiana
$1.31M
CAM
935
Costello Asset Management
Pennsylvania
$1.3M
BFP
936
Birchwood Financial Partners
Minnesota
$1.29M
TWA
937
Trace Wealth Advisors
California
$1.29M
TCM
938
TruNorth Capital Management
Michigan
$1.29M
WAL
939
W Advisors LLC
Tennessee
$1.28M
CIM
940
Catalyst Investment Management
New Hampshire
$1.28M
SC
941
SouthState Corp
Florida
$1.28M
EFG
942
Ehrlich Financial Group
California
$1.27M
GWP
943
Gateway Wealth Partners
Wisconsin
$1.27M
EWM
944
Evergreen Wealth Management
Michigan
$1.27M
DAS
945
Diversify Advisory Services
Utah
$1.26M
O3W
946
Omni 360 Wealth
New Jersey
$1.26M
AL
947
Aspiriant LLC
California
$1.25M
TCM
948
Traynor Capital Management
Pennsylvania
$1.25M
DI
949
Disciplined Investors
Texas
$1.25M
HTC
950
Haverford Trust Company
Pennsylvania
$1.24M