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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
HTC
951
Haverford Trust Company
Pennsylvania
$1.24M
LOIM
952
Liberty One Investment Management
Illinois
$1.24M
HNB
953
Hilltop National Bank
Wyoming
$1.24M
RWM
954
Revisor Wealth Management
Ohio
$1.23M
GFG
955
Grantvest Financial Group
New Jersey
$1.23M
WTA
956
Washington Trust Advisors
Massachusetts
$1.23M
LC
957
Landaas & Company
Wisconsin
$1.22M
BFG
958
Bleakley Financial Group
New Jersey
$1.22M
WCM
959
WealthBridge Capital Management
Ohio
$1.22M
PWA
960
Principia Wealth Advisory
Texas
$1.22M
SWP
961
Summit Wealth Partners
Florida
$1.22M
GS
962
GTS Securities
New York
$1.21M
National Bank of Canada
963
National Bank of Canada
Quebec, Canada
$1.21M
SWP
964
Sagespring Wealth Partners
Tennessee
$1.2M
FWSM
965
First Wilshire Securities Management
California
$1.2M
MSWM
966
McGlone Suttner Wealth Management
Wisconsin
$1.2M
AIA
967
AssuredPartners Investment Advisors
Florida
$1.2M
LCWP
968
Legacy Capital Wealth Partners
Arkansas
$1.2M
CAMG
969
CWA Asset Management Group
Florida
$1.2M
FNBTCON
970
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M
BFS
971
Bare Financial Services
Pennsylvania
$1.19M
GK
972
Graney & King
New York
$1.19M
CWM
973
Cornerstone Wealth Management
Missouri
$1.19M
SFC
974
SYM Financial Corp
Indiana
$1.18M
CA
975
Clune & Associates
Illinois
$1.18M