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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
FCM
1126
Firestone Capital Management
Florida
$739K
GC
1127
Grimes & Company
Massachusetts
$737K
VCAM
1128
Van Cleef Asset Management
Ohio
$737K
WB
1129
Webster Bank
Connecticut
$737K
MA
1130
Mezzasalma Advisors
New Jersey
$734K
OL
1131
Owen LaRue
Kentucky
$731K
RM
1132
RCW Management
Florida
$731K
CWA
1133
Crusonia Wealth Advisors
Colorado
$730K
SPWM
1134
Schrum Private Wealth Management
Florida
$729K
CWA
1135
Clearview Wealth Advisors
Oregon
$728K
APW
1136
Austin Private Wealth
Texas
$724K
FB
1137
Fulton Bank
Pennsylvania
$724K
JFGIW
1138
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K
BIG
1139
Builder Investment Group
Georgia
$717K
PPWM
1140
Perissos Private Wealth Management
Oklahoma
$716K
ECM
1141
Evergreen Capital Management
Washington
$711K
CCP
1142
Carmel Capital Partners
California
$710K
PJSIMP
1143
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K
WCM
1144
Weik Capital Management
Pennsylvania
$708K
FPH
1145
Financial Planning Hawaii
Hawaii
$708K
VMMC
1146
V.M. Manning & Co
South Carolina
$702K
TC
1147
Trust Company
Kansas
$701K
VAG
1148
VisionPoint Advisory Group
Texas
$698K
CD
1149
Chapin Davis
Maryland
$698K
BF
1150
Bonfire Financial
Colorado
$696K