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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
National Bank of Canada
951
National Bank of Canada
Quebec, Canada
$1.21M
SWP
952
Sagespring Wealth Partners
Tennessee
$1.2M
FWSM
953
First Wilshire Securities Management
California
$1.2M
MSWM
954
McGlone Suttner Wealth Management
Wisconsin
$1.2M
AIA
955
AssuredPartners Investment Advisors
Florida
$1.2M
LCWP
956
Legacy Capital Wealth Partners
Arkansas
$1.2M
CAMG
957
CWA Asset Management Group
Florida
$1.2M
FNBTCON
958
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M
BFS
959
Bare Financial Services
Pennsylvania
$1.19M
GK
960
Graney & King
New York
$1.19M
CWM
961
Cornerstone Wealth Management
Missouri
$1.19M
SFC
962
SYM Financial Corp
Indiana
$1.18M
CA
963
Clune & Associates
Illinois
$1.18M
GWM
964
Gilpin Wealth Management
Colorado
$1.18M
SIMC
965
Squire Investment Management Company
Utah
$1.18M
JIC
966
Joel Isaacson & Co
New York
$1.18M
FCH
967
Freestone Capital Holdings
Washington
$1.17M
BAWC
968
Boyce & Associates Wealth Consulting
Texas
$1.17M
GAA
969
Guardian Asset Advisors
Pennsylvania
$1.16M
1CP
970
17 Capital Partners
Arizona
$1.16M
TWP
971
Triad Wealth Partners
Kansas
$1.15M
RA
972
Ransom Advisory
Rhode Island
$1.14M
VCA
973
Verdence Capital Advisors
Maryland
$1.14M
KLCM
974
KG&L Capital Management
Louisiana
$1.14M
KCM
975
Kanawha Capital Management
Virginia
$1.14M