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Schwab US Dividend Equity ETF

1,877 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 227 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
1,877
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
KCFA
1201
Key Client Fiduciary Advisors
New Jersey
$620K
CWM
1202
Calamos Wealth Management
Illinois
$619K
AFO
1203
Allie Family Office
Florida
$616K
CP
1204
Capital Planning
Washington
$614K
BWP
1205
Balboa Wealth Partners
Arizona
$614K
RAS
1206
RPS Advisory Solutions
Kentucky
$612K
BCG
1207
Breakwater Capital Group
New Jersey
$612K
AFW
1208
Avantra Family Wealth
Pennsylvania
$610K
WJWM
1209
Williams Jones Wealth Management
New York
$608K
FSA
1210
Fort Sheridan Advisors
Illinois
$606K
SWA
1211
SOA Wealth Advisors
New York
$605K
FW
1212
Fairway Wealth
Ohio
$602K
MWP
1213
Meriwether Wealth & Planning
Louisiana
$601K
TWM
1214
Timmons Wealth Management
Massachusetts
$600K
CP
1215
Creekside Partners
California
$599K
TCM
1216
Telos Capital Management
California
$598K
BKA
1217
Brick & Kyle Associates
Pennsylvania
$597K
SL
1218
Salomon & Ludwin
Virginia
$595K
AF
1219
Aldebaran Financial
$594K
MCCP
1220
Mission Creek Capital Partners
California
$592K
LWA
1221
Lantern Wealth Advisors
New York
$591K
OA
1222
Oxbow Advisors
Texas
$588K
MCP
1223
Martin Capital Partners
Oregon
$586K
OFS
1224
OMC Financial Services
New York
$586K
BIM
1225
Baldwin Investment Management
Pennsylvania
$585K