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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
ACA
1151
American Capital Advisory
Idaho
$689K
MSA
1152
McAlister Sweet & Associates
Texas
$688K
M1FG
1153
Mach-1 Financial Group
Arkansas
$687K
LAIC
1154
Lederer & Associates Investment Counsel
California
$683K
EIA
1155
Eldridge Investment Advisors
New Hampshire
$683K
I
1156
INVST
Indiana
$680K
NFS
1157
NewCorp Financial Services
Georgia
$679K
RCWM
1158
Red Crane Wealth Management
California
$679K
WETS
1159
Wealth Enhancement Trust Services
South Dakota
$679K
CG
1160
Cynosure Group
Utah
$678K
CMAI
1161
Capital Management Associates Inc
Minnesota
$674K
LF
1162
LifePlan Financial
Minnesota
$673K
SP
1163
Successful Portfolios
Florida
$673K
PB
1164
Pinnacle Bancorp
Nebraska
$671K
CRI
1165
Commonwealth Retirement Investments
Virginia
$671K
SWA
1166
Strategies Wealth Advisors
Michigan
$669K
FPWM
1167
FSB Premier Wealth Management
Iowa
$667K
SA
1168
Stewardship Advisors
Pennsylvania
$667K
TCOT
1169
Trust Company of Toledo
Ohio
$666K
BIG
1170
Brookwood Investment Group
Arizona
$663K
NC
1171
North Capital
Utah
$661K
SAM
1172
SP Asset Management
California
$660K
GWM
1173
Greenhouse Wealth Management
Connecticut
$654K
WOSD
1174
WFA of San Diego
California
$652K
MHR
1175
Matthew Hamilton Rosenberg
$651K