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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
FSA
1226
Fort Sheridan Advisors
Illinois
$606K
SWA
1227
SOA Wealth Advisors
New York
$605K
FW
1228
Fairway Wealth
Ohio
$602K
MWP
1229
Meriwether Wealth & Planning
Louisiana
$601K
MW
1230
Merited Wealth
Florida
$600K
TWM
1231
Timmons Wealth Management
Massachusetts
$600K
CP
1232
Creekside Partners
California
$599K
TCM
1233
Telos Capital Management
California
$598K
BKA
1234
Brick & Kyle Associates
Pennsylvania
$597K
SL
1235
Salomon & Ludwin
Virginia
$595K
AF
1236
Aldebaran Financial
$594K
MCCP
1237
Mission Creek Capital Partners
California
$592K
LWA
1238
Lantern Wealth Advisors
New York
$591K
OA
1239
Oxbow Advisors
Texas
$588K
MCP
1240
Martin Capital Partners
Oregon
$586K
OFS
1241
OMC Financial Services
New York
$586K
BIM
1242
Baldwin Investment Management
Pennsylvania
$585K
EWM
1243
Evolution Wealth Management
Florida
$583K
CFG
1244
Clayton Financial Group
Missouri
$576K
CAL
1245
Capital Analysts LLC
Pennsylvania
$576K
T
1246
Tidemark
California
$575K
VV
1247
Verity & Verity
South Carolina
$573K
CLIP
1248
Colter Lewis Investment Partners
Connecticut
$573K
SWA
1249
Strata Wealth Advisors
Texas
$573K
VPIM
1250
Vanguard Personalized Indexing Management
California
$569K