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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
CIAS
1101
CFS Investment Advisory Services
New Jersey
$778K
CCA
1102
Conservest Capital Advisors
Pennsylvania
$777K
YIH
1103
Y-Intercept (HK)
Hong Kong
$774K
BFA
1104
Beacon Financial Advisory
Ohio
$767K
IFWM
1105
Institute for Wealth Management
Colorado
$766K
PCA
1106
Prosperity Capital Advisors
Ohio
$766K
OFG
1107
Orcam Financial Group
California
$765K
Russell Investments Group
1108
Russell Investments Group
United Kingdom
$765K
BCM
1109
Brasada Capital Management
Texas
$764K
DP
1110
DDD Partners
Washington
$764K
HR
1111
Howe & Rusling
New York
$761K
NSAM
1112
North Star Asset Management
Wisconsin
$760K
SFG
1113
Sage Financial Group
Pennsylvania
$760K
CAL
1114
Capital Advisors Ltd
Ohio
$759K
RWP
1115
Ridgecrest Wealth Partners
California
$759K
SP
1116
Stonebrook Private
Michigan
$758K
SWRP
1117
Summit Wealth & Retirement Planning
California
$750K
FRA
1118
Front Row Advisors
California
$750K
SAM
1119
Sawgrass Asset Management
Florida
$750K
WMWM
1120
Wilkins Miller Wealth Management
Alabama
$750K
CFCS
1121
CDM Financial Counseling Services
Connecticut
$748K
RWM
1122
Rench Wealth Management
Texas
$746K
SAG
1123
SageView Advisory Group
California
$746K
BWP
1124
Bernardo Wealth Planning
Pennsylvania
$746K
RRWA
1125
Rainey & Randall Wealth Advisors
Florida
$739K