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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
RF
976
RHS Financial
California
$1.14M
WWA
977
Wingate Wealth Advisors
Massachusetts
$1.14M
RGF
978
Retirement Guys Formula
Ohio
$1.13M
CWM
979
Collaborative Wealth Management
Florida
$1.13M
ODIJL
980
One Day In July LLC
Vermont
$1.12M
FFG
981
First Financial Group
North Carolina
$1.12M
MSA
982
Marino Stram & Associates
Massachusetts
$1.11M
First Manhattan
983
First Manhattan
New York
$1.11M
NCM
984
Next Capital Management
New York
$1.11M
PFS
985
Prospect Financial Services
New York
$1.1M
SC
986
Sepio Capital
Utah
$1.1M
TPW
987
Transatlantique Private Wealth
New York
$1.09M
CIA
988
Compass Ion Advisors
Pennsylvania
$1.09M
MWP
989
Madison Wealth Partners
Wisconsin
$1.09M
BTWM
990
Baker Tilly Wealth Management
Wisconsin
$1.08M
AWG
991
Altus Wealth Group
Colorado
$1.08M
CHJWM
992
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M
WCFA
993
Walkner Condon Financial Advisors
Wisconsin
$1.07M
CCM
994
Colorado Capital Management
Colorado
$1.06M
GGS
995
Galvin Gaustad & Stein
Arizona
$1.06M
MFG
996
Magnus Financial Group
New York
$1.06M
GAM
997
Gotham Asset Management
New York
$1.05M
RK
998
Rather & Kittrell
Tennessee
$1.05M
RIL
999
Rothschild Investment LLC
Illinois
$1.05M
SIC
1000
Salem Investment Counselors
North Carolina
$1.04M