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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
AO
1076
Advisor OS
Illinois
$822K
CSPIA
1077
Cary Street Partners Investment Advisory
Virginia
$821K
OC
1078
Oarsman Capital
Wisconsin
$818K
SF
1079
Steffes Financial
Kansas
$817K
DWP
1080
Daymark Wealth Partners
Ohio
$817K
AGC
1081
August Group Capital
$813K
CWM
1082
Connecticut Wealth Management
Connecticut
$812K
LOWM
1083
Laurel Oak Wealth Management
New Jersey
$812K
BHBT
1084
Burke & Herbert Bank & Trust
Virginia
$811K
PMFA
1085
Plante Moran Financial Advisors
Michigan
$810K
BWM
1086
BNC Wealth Management
Oregon
$804K
VAS
1087
Valicenti Advisory Services
New York
$803K
CCA
1088
Carrera Capital Advisors
Michigan
$802K
CA
1089
CGN Advisors
Kansas
$800K
TBC
1090
Ted Buchan & Co
California
$798K
TC
1091
TFR Capital
Texas
$795K
FFM
1092
Forum Financial Management
Illinois
$794K
AA
1093
Ancora Advisors
Ohio
$793K
HIC
1094
Holderness Investments Company
North Carolina
$790K
DWMS
1095
Dominguez Wealth Management Solutions
Virginia
$789K
C
1096
Certuity
Florida
$787K
FC
1097
Fusion Capital
South Carolina
$785K
NHC
1098
Nicholas Hoffman & Company
Georgia
$784K
B
1099
Bailard
California
$783K
CWM
1100
CCG Wealth Management
California
$778K