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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
CG
1176
Cynosure Group
Utah
$678K
CMAI
1177
Capital Management Associates Inc
Minnesota
$674K
LF
1178
LifePlan Financial
Minnesota
$673K
SP
1179
Successful Portfolios
Florida
$673K
PB
1180
Pinnacle Bancorp
Nebraska
$671K
CRI
1181
Commonwealth Retirement Investments
Virginia
$671K
SWA
1182
Strategies Wealth Advisors
Michigan
$669K
FPWM
1183
FSB Premier Wealth Management
Iowa
$667K
SA
1184
Stewardship Advisors
Pennsylvania
$667K
TCOT
1185
Trust Company of Toledo
Ohio
$666K
BIG
1186
Brookwood Investment Group
Arizona
$663K
NC
1187
North Capital
Utah
$661K
NSG
1188
Nalls Sherbakoff Group
Tennessee
$661K
SAM
1189
SP Asset Management
California
$660K
GWM
1190
Greenhouse Wealth Management
Connecticut
$654K
WOSD
1191
WFA of San Diego
California
$652K
MHR
1192
Matthew Hamilton Rosenberg
$651K
AA
1193
Argent Advisors
Louisiana
$649K
Federated Hermes
1194
Federated Hermes
Pennsylvania
$644K
MW
1195
Members Wealth
Pennsylvania
$644K
CD
1196
Capital Developers
North Carolina
$640K
SLP
1197
Storen Legacy Partners
Indiana
$639K
OWP
1198
Obermeyer Wealth Partners
Colorado
$638K
WCM
1199
Wealthcare Capital Management
Virginia
$638K
EW
1200
Element Wealth
Mississippi
$637K