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Schwab US Dividend Equity ETF

1,878 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 228 funds opening new positions, 728 increasing their positions, 748 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

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

Holders
1,878
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
GWM
1176
Greenhouse Wealth Management
Connecticut
$654K
WOSD
1177
WFA of San Diego
California
$652K
MHR
1178
Matthew Hamilton Rosenberg
$651K
AA
1179
Argent Advisors
Louisiana
$649K
Federated Hermes
1180
Federated Hermes
Pennsylvania
$644K
MW
1181
Members Wealth
Pennsylvania
$644K
CD
1182
Capital Developers
North Carolina
$640K
OWP
1183
Obermeyer Wealth Partners
Colorado
$638K
WCM
1184
Wealthcare Capital Management
Virginia
$638K
EW
1185
Element Wealth
Mississippi
$637K
CC
1186
Cypress Capital
Tennessee
$633K
VIP
1187
Value Investment Professionals
New York
$632K
DQRIM
1188
Dale Q Rice Investment Management
Washington
$630K
PAG
1189
Paladin Advisory Group
Iowa
$628K
EPI
1190
Eddie Patel Inc
Illinois
$628K
FC
1191
Fulcrum Capital
Washington
$628K
KFAS
1192
Keating Financial Advisory Services
Kansas
$627K
AP
1193
Appleton Partners
Massachusetts
$626K
MWA
1194
Meridian Wealth Advisors
Texas
$626K
BCMLT
1195
Beacon Capital Management LLC (Tennessee)
Tennessee
$626K
MCP
1196
Mirador Capital Partners
California
$626K
AWA
1197
Arete Wealth Advisors
Illinois
$625K
DWA
1198
Delap Wealth Advisory
Oregon
$625K
PMSA
1199
Patrick M. Sweeney & Associates
Illinois
$624K
LWM
1200
Lyell Wealth Management
California
$623K