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Schwab US Dividend Equity ETF

1,877 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 227 funds opening new positions, 728 increasing their positions, 748 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,877
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
EWM
1226
Evolution Wealth Management
Florida
$583K
CFG
1227
Clayton Financial Group
Missouri
$576K
CAL
1228
Capital Analysts LLC
Pennsylvania
$576K
T
1229
Tidemark
California
$575K
VV
1230
Verity & Verity
South Carolina
$573K
CLIP
1231
Colter Lewis Investment Partners
Connecticut
$573K
SWA
1232
Strata Wealth Advisors
Texas
$573K
VPIM
1233
Vanguard Personalized Indexing Management
California
$569K
DWM
1234
Drive Wealth Management
Utah
$566K
GSWM
1235
Golden State Wealth Management
California
$566K
GAM
1236
Gemmer Asset Management
California
$565K
KWS
1237
Keystone Wealth Services
California
$563K
ZIM
1238
Zacks Investment Management
Illinois
$563K
CT
1239
Colonial Trust
South Carolina
$563K
CFS
1240
Commonwealth Financial Services
West Virginia
$561K
AT
1241
American Trust
Kentucky
$561K
ARC
1242
Advisor Resource Council
Texas
$559K
DS
1243
DRW Securities
Illinois
$555K
BHA
1244
Beech Hill Advisors
New York
$554K
BCP
1245
Blue Chip Partners
Michigan
$552K
CSI
1246
Cross Staff Investments
New York
$550K
KFA
1247
Kelleher Financial Advisors
New York
$550K
CWM
1248
Centurion Wealth Management
Virginia
$549K
1WM
1249
1900 Wealth Management
Texas
$548K
PP
1250
Patten & Patten
Tennessee
$548K