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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
FCAS
101
First Command Advisory Services
Texas
$31.8M
EH
102
Equitable Holdings
New York
$31.3M
SCM
103
Steele Capital Management
Iowa
$30.9M
CBA
104
Coastal Bridge Advisors
Connecticut
$30.5M
William Blair & Company
105
William Blair & Company
Illinois
$30M
EI
106
eCIO Inc
Wisconsin
$29.8M
ACM
107
Argent Capital Management
Missouri
$29.8M
IPW
108
Intergy Private Wealth
Colorado
$29.7M
ACA
109
Aspire Capital Advisors
Washington
$29.2M
SFA
110
Souders Financial Advisors
Ohio
$29.1M
NA
111
NewEdge Advisors
Louisiana
$28.9M
SWP
112
Stratos Wealth Partners
Ohio
$28.6M
WFS
113
Walker Financial Services
Kentucky
$28.5M
FFA
114
Farther Finance Advisors
California
$28.4M
AFP
115
Ausdal Financial Partners
Iowa
$27.7M
AFG
116
Albion Financial Group
Utah
$27.7M
WMWM
117
Whitaker-Myers Wealth Managers
Ohio
$26.8M
RIA
118
Regal Investment Advisors
Michigan
$26.5M
GVAG
119
Great Valley Advisor Group
Delaware
$26.3M
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$26.2M
CTC
121
Central Trust Company
Missouri
$25.9M
ECML
122
Eagle Capital Management (Louisiana)
Louisiana
$25.4M
FI
123
Financial Insights
Washington
$25M
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$24.8M
SA
125
SRH Advisors
Kansas
$24.2M