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Schwab US Dividend Equity ETF

1,869 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 225 funds opening new positions, 726 increasing their positions, 745 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: 726 | Existing positions reduced: 745

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
1,869
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
HWM
76
HB Wealth Management
Georgia
$43.3M
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$43.3M
MFG
78
Merit Financial Group
Georgia
$43M
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$43M
SPIA
80
Steward Partners Investment Advisory
New York
$42.8M
LS
81
Leelyn Smith
Illinois
$42.3M
BPA
82
Beacon Pointe Advisors
California
$42.2M
PAG
83
Private Advisor Group
New Jersey
$42.1M
EA
84
Evergreen Advisors
Tennessee
$41.6M
PA
85
Pinnacle Associates
New York
$39.9M
CWM
86
Cedar Wealth Management
California
$39.6M
NFW
87
Noble Family Wealth
Florida
$39.2M
AFA
88
American Financial Advisors
Georgia
$38.7M
CL
89
Choreo LLC
Illinois
$38.1M
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$37.4M
ACA
91
Aptus Capital Advisors
Alabama
$37.2M
PD
92
Planning Directions
Pennsylvania
$36.9M
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$36M
FPAS
94
Focus Partners Advisor Solutions
Missouri
$35.9M
CFP
95
Curran Financial Partners
South Carolina
$35.6M
FWM
96
ForthRight Wealth Management
Georgia
$34.6M
VDI
97
Vaughan David Investments
Illinois
$33.2M
Lido Advisors
98
Lido Advisors
California
$32.8M
CFS
99
CRA Financial Services
New Jersey
$32.2M
FCAS
100
First Command Advisory Services
Texas
$31.8M