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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
WETS
1176
Wealth Enhancement Trust Services
South Dakota
$679K
CG
1177
Cynosure Group
Utah
$678K
CMAI
1178
Capital Management Associates Inc
Minnesota
$674K
LF
1179
LifePlan Financial
Minnesota
$673K
SP
1180
Successful Portfolios
Florida
$673K
PB
1181
Pinnacle Bancorp
Nebraska
$671K
CRI
1182
Commonwealth Retirement Investments
Virginia
$671K
SWA
1183
Strategies Wealth Advisors
Michigan
$669K
FPWM
1184
FSB Premier Wealth Management
Iowa
$667K
SA
1185
Stewardship Advisors
Pennsylvania
$667K
TCOT
1186
Trust Company of Toledo
Ohio
$666K
BIG
1187
Brookwood Investment Group
Arizona
$663K
NC
1188
North Capital
Utah
$661K
NSG
1189
Nalls Sherbakoff Group
Tennessee
$661K
SAM
1190
SP Asset Management
California
$660K
GWM
1191
Greenhouse Wealth Management
Connecticut
$654K
WOSD
1192
WFA of San Diego
California
$652K
MHR
1193
Matthew Hamilton Rosenberg
$651K
AA
1194
Argent Advisors
Louisiana
$649K
Federated Hermes
1195
Federated Hermes
Pennsylvania
$644K
MW
1196
Members Wealth
Pennsylvania
$644K
CD
1197
Capital Developers
North Carolina
$640K
SLP
1198
Storen Legacy Partners
Indiana
$639K
OWP
1199
Obermeyer Wealth Partners
Colorado
$638K
WCM
1200
Wealthcare Capital Management
Virginia
$638K