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Schwab US Dividend Equity ETF

1,872 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, 747 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: 747

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
1,872
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
SF
1076
Steffes Financial
Kansas
$817K
DWP
1077
Daymark Wealth Partners
Ohio
$817K
AGC
1078
August Group Capital
$813K
CWM
1079
Connecticut Wealth Management
Connecticut
$812K
LOWM
1080
Laurel Oak Wealth Management
New Jersey
$812K
BHBT
1081
Burke & Herbert Bank & Trust
Virginia
$811K
PMFA
1082
Plante Moran Financial Advisors
Michigan
$810K
BWM
1083
BNC Wealth Management
Oregon
$804K
VAS
1084
Valicenti Advisory Services
New York
$803K
CCA
1085
Carrera Capital Advisors
Michigan
$802K
CA
1086
CGN Advisors
Kansas
$800K
TBC
1087
Ted Buchan & Co
California
$798K
TC
1088
TFR Capital
Texas
$795K
FFM
1089
Forum Financial Management
Illinois
$794K
AA
1090
Ancora Advisors
Ohio
$793K
HIC
1091
Holderness Investments Company
North Carolina
$790K
DWMS
1092
Dominguez Wealth Management Solutions
Virginia
$789K
C
1093
Certuity
Florida
$787K
FC
1094
Fusion Capital
South Carolina
$785K
NHC
1095
Nicholas Hoffman & Company
Georgia
$784K
B
1096
Bailard
California
$783K
CWM
1097
CCG Wealth Management
California
$778K
CIAS
1098
CFS Investment Advisory Services
New Jersey
$778K
CCA
1099
Conservest Capital Advisors
Pennsylvania
$777K
YIH
1100
Y-Intercept (HK)
Hong Kong
$774K