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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
BFA
1101
Beacon Financial Advisory
Ohio
$767K
IFWM
1102
Institute for Wealth Management
Colorado
$766K
PCA
1103
Prosperity Capital Advisors
Ohio
$766K
OFG
1104
Orcam Financial Group
California
$765K
Russell Investments Group
1105
Russell Investments Group
United Kingdom
$765K
BCM
1106
Brasada Capital Management
Texas
$764K
DP
1107
DDD Partners
Washington
$764K
HR
1108
Howe & Rusling
New York
$761K
NSAM
1109
North Star Asset Management
Wisconsin
$760K
SFG
1110
Sage Financial Group
Pennsylvania
$760K
CAL
1111
Capital Advisors Ltd
Ohio
$759K
RWP
1112
Ridgecrest Wealth Partners
California
$759K
SP
1113
Stonebrook Private
Michigan
$758K
SWRP
1114
Summit Wealth & Retirement Planning
California
$750K
FRA
1115
Front Row Advisors
California
$750K
SAM
1116
Sawgrass Asset Management
Florida
$750K
WMWM
1117
Wilkins Miller Wealth Management
Alabama
$750K
CFCS
1118
CDM Financial Counseling Services
Connecticut
$748K
RWM
1119
Rench Wealth Management
Texas
$746K
SAG
1120
SageView Advisory Group
California
$746K
BWP
1121
Bernardo Wealth Planning
Pennsylvania
$746K
RRWA
1122
Rainey & Randall Wealth Advisors
Florida
$739K
FCM
1123
Firestone Capital Management
Florida
$739K
GC
1124
Grimes & Company
Massachusetts
$737K
VCAM
1125
Van Cleef Asset Management
Ohio
$737K