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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
JFGIW
1151
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K
BIG
1152
Builder Investment Group
Georgia
$717K
PPWM
1153
Perissos Private Wealth Management
Oklahoma
$716K
CWRPL
1154
Cassady Wealth & Retirement Planning, LLC
Nevada
$712K
ECM
1155
Evergreen Capital Management
Washington
$711K
CCP
1156
Carmel Capital Partners
California
$710K
PJSIMP
1157
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K
WCM
1158
Weik Capital Management
Pennsylvania
$708K
FPH
1159
Financial Planning Hawaii
Hawaii
$708K
VMMC
1160
V.M. Manning & Co
South Carolina
$702K
TC
1161
Trust Company
Kansas
$701K
VAG
1162
VisionPoint Advisory Group
Texas
$698K
CD
1163
Chapin Davis
Maryland
$698K
BF
1164
Bonfire Financial
Colorado
$696K
SPL
1165
Smart Portfolios LLC
Washington
$695K
KFI
1166
Key Financial Inc
Pennsylvania
$695K
FWA
1167
FSM Wealth Advisors
Ohio
$695K
ACA
1168
American Capital Advisory
Idaho
$689K
MSA
1169
McAlister Sweet & Associates
Texas
$688K
M1FG
1170
Mach-1 Financial Group
Arkansas
$687K
LAIC
1171
Lederer & Associates Investment Counsel
California
$683K
EIA
1172
Eldridge Investment Advisors
New Hampshire
$683K
I
1173
INVST
Indiana
$680K
NFS
1174
NewCorp Financial Services
Georgia
$679K
RCWM
1175
Red Crane Wealth Management
California
$679K