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