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Schwab US Dividend Equity ETF

1,874 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 226 funds opening new positions, 726 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: 726 | 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
1,874
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
WAM
1051
Wernau Asset Management
Massachusetts
$878K
ACM
1052
Advance Capital Management
Michigan
$875K
NAM
1053
NorthCrest Asset Manangement
Minnesota
$874K
VCWA
1054
Vanguard Capital Wealth Advisors
Colorado
$873K
SCTC
1055
Sanibel Captiva Trust Company
Florida
$872K
ORC
1056
O'Rourke & Company
Massachusetts
$867K
MWA
1057
MFA Wealth Advisors
Pennsylvania
$864K
CFG
1058
Cooper Financial Group
California
$863K
AC
1059
Anson Capital
Georgia
$858K
CAG
1060
Carroll Advisory Group
Texas
$857K
ACM
1061
Avalon Capital Management
California
$852K
RRA
1062
Round Rock Advisors
Connecticut
$848K
LWM
1063
Level Wealth Management
North Carolina
$848K
SIM
1064
Stratos Investment Management
Ohio
$844K
WTFG
1065
Wood Tarver Financial Group
Idaho
$842K
BPWM
1066
Badgley Phelps Wealth Managers
Washington
$841K
MM
1067
Meridian Management
Arkansas
$833K
SP
1068
SWS Partners
Ohio
$832K
BAMG
1069
Brand Asset Management Group
Missouri
$829K
TNBTD
1070
Trustmark National Bank Trust Department
Mississippi
$829K
CAM
1071
CPA Asset Management
Florida
$824K
IWS
1072
Integrity Wealth Solutions
Colorado
$824K
SA
1073
Sunesis Advisors
Kansas
$823K
AO
1074
Advisor OS
Illinois
$822K
CSPIA
1075
Cary Street Partners Investment Advisory
Virginia
$821K