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Schwab US Dividend Equity ETF

1,879 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 229 funds opening new positions, 728 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,879
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
MHS
1051
M Holdings Securities
Oregon
$881K
BAM
1052
Bellevue Asset Management
Washington
$878K
WAM
1053
Wernau Asset Management
Massachusetts
$878K
ACM
1054
Advance Capital Management
Michigan
$875K
NAM
1055
NorthCrest Asset Manangement
Minnesota
$874K
VCWA
1056
Vanguard Capital Wealth Advisors
Colorado
$873K
SCTC
1057
Sanibel Captiva Trust Company
Florida
$872K
ORC
1058
O'Rourke & Company
Massachusetts
$867K
MWA
1059
MFA Wealth Advisors
Pennsylvania
$864K
CFG
1060
Cooper Financial Group
California
$863K
AC
1061
Anson Capital
Georgia
$858K
CAG
1062
Carroll Advisory Group
Texas
$857K
ACM
1063
Avalon Capital Management
California
$852K
RRA
1064
Round Rock Advisors
Connecticut
$848K
LWM
1065
Level Wealth Management
North Carolina
$848K
SIM
1066
Stratos Investment Management
Ohio
$844K
WTFG
1067
Wood Tarver Financial Group
Idaho
$842K
BPWM
1068
Badgley Phelps Wealth Managers
Washington
$841K
MM
1069
Meridian Management
Arkansas
$833K
SP
1070
SWS Partners
Ohio
$832K
BAMG
1071
Brand Asset Management Group
Missouri
$829K
TNBTD
1072
Trustmark National Bank Trust Department
Mississippi
$829K
CAM
1073
CPA Asset Management
Florida
$824K
IWS
1074
Integrity Wealth Solutions
Colorado
$824K
SA
1075
Sunesis Advisors
Kansas
$823K