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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
BIG
1151
Builder Investment Group
Georgia
$717K
PPWM
1152
Perissos Private Wealth Management
Oklahoma
$716K
CWRPL
1153
Cassady Wealth & Retirement Planning, LLC
Nevada
$712K
ECM
1154
Evergreen Capital Management
Washington
$711K
CCP
1155
Carmel Capital Partners
California
$710K
PJSIMP
1156
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K
WCM
1157
Weik Capital Management
Pennsylvania
$708K
FPH
1158
Financial Planning Hawaii
Hawaii
$708K
VMMC
1159
V.M. Manning & Co
South Carolina
$702K
TC
1160
Trust Company
Kansas
$701K
VAG
1161
VisionPoint Advisory Group
Texas
$698K
CD
1162
Chapin Davis
Maryland
$698K
BF
1163
Bonfire Financial
Colorado
$696K
SPL
1164
Smart Portfolios LLC
Washington
$695K
KFI
1165
Key Financial Inc
Pennsylvania
$695K
FWA
1166
FSM Wealth Advisors
Ohio
$695K
ACA
1167
American Capital Advisory
Idaho
$689K
MSA
1168
McAlister Sweet & Associates
Texas
$688K
M1FG
1169
Mach-1 Financial Group
Arkansas
$687K
LAIC
1170
Lederer & Associates Investment Counsel
California
$683K
EIA
1171
Eldridge Investment Advisors
New Hampshire
$683K
I
1172
INVST
Indiana
$680K
NFS
1173
NewCorp Financial Services
Georgia
$679K
RCWM
1174
Red Crane Wealth Management
California
$679K
WETS
1175
Wealth Enhancement Trust Services
South Dakota
$679K