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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
AA
1176
Argent Advisors
Louisiana
$649K
Federated Hermes
1177
Federated Hermes
Pennsylvania
$644K
MW
1178
Members Wealth
Pennsylvania
$644K
CD
1179
Capital Developers
North Carolina
$640K
OWP
1180
Obermeyer Wealth Partners
Colorado
$638K
WCM
1181
Wealthcare Capital Management
Virginia
$638K
EW
1182
Element Wealth
Mississippi
$637K
CC
1183
Cypress Capital
Tennessee
$633K
VIP
1184
Value Investment Professionals
New York
$632K
DQRIM
1185
Dale Q Rice Investment Management
Washington
$630K
PAG
1186
Paladin Advisory Group
Iowa
$628K
EPI
1187
Eddie Patel Inc
Illinois
$628K
FC
1188
Fulcrum Capital
Washington
$628K
KFAS
1189
Keating Financial Advisory Services
Kansas
$627K
AP
1190
Appleton Partners
Massachusetts
$626K
MWA
1191
Meridian Wealth Advisors
Texas
$626K
BCMLT
1192
Beacon Capital Management LLC (Tennessee)
Tennessee
$626K
MCP
1193
Mirador Capital Partners
California
$626K
AWA
1194
Arete Wealth Advisors
Illinois
$625K
DWA
1195
Delap Wealth Advisory
Oregon
$625K
PMSA
1196
Patrick M. Sweeney & Associates
Illinois
$624K
LWM
1197
Lyell Wealth Management
California
$623K
KCFA
1198
Key Client Fiduciary Advisors
New Jersey
$620K
CWM
1199
Calamos Wealth Management
Illinois
$619K
AFO
1200
Allie Family Office
Florida
$616K