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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
WB
1126
Webster Bank
Connecticut
$737K
MA
1127
Mezzasalma Advisors
New Jersey
$734K
OL
1128
Owen LaRue
Kentucky
$731K
RM
1129
RCW Management
Florida
$731K
CWA
1130
Crusonia Wealth Advisors
Colorado
$730K
SPWM
1131
Schrum Private Wealth Management
Florida
$729K
CWA
1132
Clearview Wealth Advisors
Oregon
$728K
APW
1133
Austin Private Wealth
Texas
$724K
FB
1134
Fulton Bank
Pennsylvania
$724K
JFGIW
1135
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K
BIG
1136
Builder Investment Group
Georgia
$717K
PPWM
1137
Perissos Private Wealth Management
Oklahoma
$716K
ECM
1138
Evergreen Capital Management
Washington
$711K
CCP
1139
Carmel Capital Partners
California
$710K
PJSIMP
1140
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K
WCM
1141
Weik Capital Management
Pennsylvania
$708K
FPH
1142
Financial Planning Hawaii
Hawaii
$708K
VMMC
1143
V.M. Manning & Co
South Carolina
$702K
TC
1144
Trust Company
Kansas
$701K
VAG
1145
VisionPoint Advisory Group
Texas
$698K
CD
1146
Chapin Davis
Maryland
$698K
BF
1147
Bonfire Financial
Colorado
$696K
SPL
1148
Smart Portfolios LLC
Washington
$695K
KFI
1149
Key Financial Inc
Pennsylvania
$695K
FWA
1150
FSM Wealth Advisors
Ohio
$695K