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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
EW
1201
Element Wealth
Mississippi
$637K
CC
1202
Cypress Capital
Tennessee
$633K
VIP
1203
Value Investment Professionals
New York
$632K
DQRIM
1204
Dale Q Rice Investment Management
Washington
$630K
PAG
1205
Paladin Advisory Group
Iowa
$628K
EPI
1206
Eddie Patel Inc
Illinois
$628K
FC
1207
Fulcrum Capital
Washington
$628K
KFAS
1208
Keating Financial Advisory Services
Kansas
$627K
AP
1209
Appleton Partners
Massachusetts
$626K
MWA
1210
Meridian Wealth Advisors
Texas
$626K
BCMLT
1211
Beacon Capital Management LLC (Tennessee)
Tennessee
$626K
MCP
1212
Mirador Capital Partners
California
$626K
AWA
1213
Arete Wealth Advisors
Illinois
$625K
DWA
1214
Delap Wealth Advisory
Oregon
$625K
PMSA
1215
Patrick M. Sweeney & Associates
Illinois
$624K
LWM
1216
Lyell Wealth Management
California
$623K
KCFA
1217
Key Client Fiduciary Advisors
New Jersey
$620K
CWM
1218
Calamos Wealth Management
Illinois
$619K
AFO
1219
Allie Family Office
Florida
$616K
CP
1220
Capital Planning
Washington
$614K
BWP
1221
Balboa Wealth Partners
Arizona
$614K
RAS
1222
RPS Advisory Solutions
Kentucky
$612K
BCG
1223
Breakwater Capital Group
New Jersey
$612K
AFW
1224
Avantra Family Wealth
Pennsylvania
$610K
WJWM
1225
Williams Jones Wealth Management
New York
$608K