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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
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
SFG
1126
Sage Financial Group
Pennsylvania
$760K
CAL
1127
Capital Advisors Ltd
Ohio
$759K
RWP
1128
Ridgecrest Wealth Partners
California
$759K
SP
1129
Stonebrook Private
Michigan
$758K
SWRP
1130
Summit Wealth & Retirement Planning
California
$750K
FRA
1131
Front Row Advisors
California
$750K
SAM
1132
Sawgrass Asset Management
Florida
$750K
WMWM
1133
Wilkins Miller Wealth Management
Alabama
$750K
CFCS
1134
CDM Financial Counseling Services
Connecticut
$748K
RWM
1135
Rench Wealth Management
Texas
$746K
SAG
1136
SageView Advisory Group
California
$746K
BWP
1137
Bernardo Wealth Planning
Pennsylvania
$746K
RRWA
1138
Rainey & Randall Wealth Advisors
Florida
$739K
FCM
1139
Firestone Capital Management
Florida
$739K
GC
1140
Grimes & Company
Massachusetts
$737K
VCAM
1141
Van Cleef Asset Management
Ohio
$737K
WB
1142
Webster Bank
Connecticut
$737K
MA
1143
Mezzasalma Advisors
New Jersey
$734K
OL
1144
Owen LaRue
Kentucky
$731K
RM
1145
RCW Management
Florida
$731K
CWA
1146
Crusonia Wealth Advisors
Colorado
$730K
SPWM
1147
Schrum Private Wealth Management
Florida
$729K
CWA
1148
Clearview Wealth Advisors
Oregon
$728K
APW
1149
Austin Private Wealth
Texas
$724K
FB
1150
Fulton Bank
Pennsylvania
$724K