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Schwab US Dividend Equity ETF

1,869 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 225 funds opening new positions, 726 increasing their positions, 745 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: 745

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
1,869
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
EH
101
Equitable Holdings
New York
$31.3M
SCM
102
Steele Capital Management
Iowa
$30.9M
CBA
103
Coastal Bridge Advisors
Connecticut
$30.5M
William Blair & Company
104
William Blair & Company
Illinois
$30M
EI
105
eCIO Inc
Wisconsin
$29.8M
ACM
106
Argent Capital Management
Missouri
$29.8M
IPW
107
Intergy Private Wealth
Colorado
$29.7M
ACA
108
Aspire Capital Advisors
Washington
$29.2M
SFA
109
Souders Financial Advisors
Ohio
$29.1M
NA
110
NewEdge Advisors
Louisiana
$28.9M
SWP
111
Stratos Wealth Partners
Ohio
$28.6M
WFS
112
Walker Financial Services
Kentucky
$28.5M
FFA
113
Farther Finance Advisors
California
$28.4M
AFP
114
Ausdal Financial Partners
Iowa
$27.7M
AFG
115
Albion Financial Group
Utah
$27.7M
WMWM
116
Whitaker-Myers Wealth Managers
Ohio
$26.8M
RIA
117
Regal Investment Advisors
Michigan
$26.5M
GVAG
118
Great Valley Advisor Group
Delaware
$26.3M
NDSI
119
Newman Dignan & Sheerar Inc
Rhode Island
$26.2M
CTC
120
Central Trust Company
Missouri
$25.9M
ECML
121
Eagle Capital Management (Louisiana)
Louisiana
$25.4M
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$24.8M
SA
123
SRH Advisors
Kansas
$24.2M
CA
124
Capital Advantage
California
$24M
WMR
125
Wealth Management Resources
Rhode Island
$23.9M