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Schwab US Dividend Equity ETF

1,906 hedge funds and large institutions have $21.9B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 732 increasing their positions, 752 reducing their positions, and 101 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 funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $22.2B → $21.9B (-$242M)

3% less repeat investments, than reductions

Existing positions increased: 732 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,906
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
207
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
CA
1101
CGN Advisors
Kansas
$800K
TBC
1102
Ted Buchan & Co
California
$798K
TC
1103
TFR Capital
Texas
$795K
FFM
1104
Forum Financial Management
Illinois
$794K
AA
1105
Ancora Advisors
Ohio
$793K
HIC
1106
Holderness Investments Company
North Carolina
$790K
DWMS
1107
Dominguez Wealth Management Solutions
Virginia
$789K
C
1108
Certuity
Florida
$787K
FC
1109
Fusion Capital
South Carolina
$785K
NHC
1110
Nicholas Hoffman & Company
Georgia
$784K
B
1111
Bailard
California
$783K
CWM
1112
CCG Wealth Management
California
$778K
CIAS
1113
CFS Investment Advisory Services
New Jersey
$778K
CCA
1114
Conservest Capital Advisors
Pennsylvania
$777K
YIH
1115
Y-Intercept (HK)
Hong Kong
$774K
BFA
1116
Beacon Financial Advisory
Ohio
$767K
IFWM
1117
Institute for Wealth Management
Colorado
$766K
PCA
1118
Prosperity Capital Advisors
Ohio
$766K
OFG
1119
Orcam Financial Group
California
$765K
Russell Investments Group
1120
Russell Investments Group
United Kingdom
$765K
BCM
1121
Brasada Capital Management
Texas
$764K
DP
1122
DDD Partners
Washington
$764K
HR
1123
Howe & Rusling
New York
$761K
NSAM
1124
North Star Asset Management
Wisconsin
$760K
SFG
1125
Sage Financial Group
Pennsylvania
$760K