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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
CP
1201
Capital Planning
Washington
$614K
BWP
1202
Balboa Wealth Partners
Arizona
$614K
RAS
1203
RPS Advisory Solutions
Kentucky
$612K
BCG
1204
Breakwater Capital Group
New Jersey
$612K
AFW
1205
Avantra Family Wealth
Pennsylvania
$610K
WJWM
1206
Williams Jones Wealth Management
New York
$608K
FSA
1207
Fort Sheridan Advisors
Illinois
$606K
SWA
1208
SOA Wealth Advisors
New York
$605K
FW
1209
Fairway Wealth
Ohio
$602K
MWP
1210
Meriwether Wealth & Planning
Louisiana
$601K
TWM
1211
Timmons Wealth Management
Massachusetts
$600K
CP
1212
Creekside Partners
California
$599K
TCM
1213
Telos Capital Management
California
$598K
BKA
1214
Brick & Kyle Associates
Pennsylvania
$597K
SL
1215
Salomon & Ludwin
Virginia
$595K
AF
1216
Aldebaran Financial
$594K
MCCP
1217
Mission Creek Capital Partners
California
$592K
LWA
1218
Lantern Wealth Advisors
New York
$591K
OA
1219
Oxbow Advisors
Texas
$588K
MCP
1220
Martin Capital Partners
Oregon
$586K
OFS
1221
OMC Financial Services
New York
$586K
BIM
1222
Baldwin Investment Management
Pennsylvania
$585K
EWM
1223
Evolution Wealth Management
Florida
$583K
CFG
1224
Clayton Financial Group
Missouri
$576K
CAL
1225
Capital Analysts LLC
Pennsylvania
$576K