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