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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
CC
1201
Cypress Capital
Tennessee
$633K
VIP
1202
Value Investment Professionals
New York
$632K
DQRIM
1203
Dale Q Rice Investment Management
Washington
$630K
PAG
1204
Paladin Advisory Group
Iowa
$628K
EPI
1205
Eddie Patel Inc
Illinois
$628K
FC
1206
Fulcrum Capital
Washington
$628K
KFAS
1207
Keating Financial Advisory Services
Kansas
$627K
AP
1208
Appleton Partners
Massachusetts
$626K
MWA
1209
Meridian Wealth Advisors
Texas
$626K
BCMLT
1210
Beacon Capital Management LLC (Tennessee)
Tennessee
$626K
MCP
1211
Mirador Capital Partners
California
$626K
AWA
1212
Arete Wealth Advisors
Illinois
$625K
DWA
1213
Delap Wealth Advisory
Oregon
$625K
PMSA
1214
Patrick M. Sweeney & Associates
Illinois
$624K
LWM
1215
Lyell Wealth Management
California
$623K
KCFA
1216
Key Client Fiduciary Advisors
New Jersey
$620K
CWM
1217
Calamos Wealth Management
Illinois
$619K
AFO
1218
Allie Family Office
Florida
$616K
CP
1219
Capital Planning
Washington
$614K
BWP
1220
Balboa Wealth Partners
Arizona
$614K
RAS
1221
RPS Advisory Solutions
Kentucky
$612K
BCG
1222
Breakwater Capital Group
New Jersey
$612K
AFW
1223
Avantra Family Wealth
Pennsylvania
$610K
WJWM
1224
Williams Jones Wealth Management
New York
$608K
FSA
1225
Fort Sheridan Advisors
Illinois
$606K