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Schwab US Dividend Equity ETF

1,872 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 226 funds opening new positions, 726 increasing their positions, 747 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: 747

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
1,872
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
T
1226
Tidemark
California
$575K
VV
1227
Verity & Verity
South Carolina
$573K
CLIP
1228
Colter Lewis Investment Partners
Connecticut
$573K
SWA
1229
Strata Wealth Advisors
Texas
$573K
VPIM
1230
Vanguard Personalized Indexing Management
California
$569K
DWM
1231
Drive Wealth Management
Utah
$566K
GSWM
1232
Golden State Wealth Management
California
$566K
GAM
1233
Gemmer Asset Management
California
$565K
KWS
1234
Keystone Wealth Services
California
$563K
ZIM
1235
Zacks Investment Management
Illinois
$563K
CT
1236
Colonial Trust
South Carolina
$563K
CFS
1237
Commonwealth Financial Services
West Virginia
$561K
AT
1238
American Trust
Kentucky
$561K
ARC
1239
Advisor Resource Council
Texas
$559K
DS
1240
DRW Securities
Illinois
$555K
BHA
1241
Beech Hill Advisors
New York
$554K
BCP
1242
Blue Chip Partners
Michigan
$552K
KFA
1243
Kelleher Financial Advisors
New York
$550K
CWM
1244
Centurion Wealth Management
Virginia
$549K
1WM
1245
1900 Wealth Management
Texas
$548K
PP
1246
Patten & Patten
Tennessee
$548K
IWM
1247
Iams Wealth Management
Nebraska
$546K
TP
1248
Tranquility Partners
Tennessee
$544K
CAWM
1249
Capital Advisors Wealth Management
Washington
$543K
SHJ
1250
Sharkey, Howes & Javer
Colorado
$542K