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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
GWM
976
Gilpin Wealth Management
Colorado
$1.18M
SIMC
977
Squire Investment Management Company
Utah
$1.18M
JIC
978
Joel Isaacson & Co
New York
$1.18M
FCH
979
Freestone Capital Holdings
Washington
$1.17M
BAWC
980
Boyce & Associates Wealth Consulting
Texas
$1.17M
GAA
981
Guardian Asset Advisors
Pennsylvania
$1.16M
1CP
982
17 Capital Partners
Arizona
$1.16M
TWP
983
Triad Wealth Partners
Kansas
$1.15M
RA
984
Ransom Advisory
Rhode Island
$1.14M
VCA
985
Verdence Capital Advisors
Maryland
$1.14M
KLCM
986
KG&L Capital Management
Louisiana
$1.14M
KCM
987
Kanawha Capital Management
Virginia
$1.14M
RF
988
RHS Financial
California
$1.14M
WWA
989
Wingate Wealth Advisors
Massachusetts
$1.14M
RGF
990
Retirement Guys Formula
Ohio
$1.13M
CWM
991
Collaborative Wealth Management
Florida
$1.13M
ODIJL
992
One Day In July LLC
Vermont
$1.12M
FFG
993
First Financial Group
North Carolina
$1.12M
MSA
994
Marino Stram & Associates
Massachusetts
$1.11M
First Manhattan
995
First Manhattan
New York
$1.11M
NCM
996
Next Capital Management
New York
$1.11M
PFS
997
Prospect Financial Services
New York
$1.1M
SC
998
Sepio Capital
Utah
$1.1M
TPW
999
Transatlantique Private Wealth
New York
$1.09M
CIA
1000
Compass Ion Advisors
Pennsylvania
$1.09M