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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
DWM
1251
Drive Wealth Management
Utah
$566K
GSWM
1252
Golden State Wealth Management
California
$566K
GAM
1253
Gemmer Asset Management
California
$565K
KWS
1254
Keystone Wealth Services
California
$563K
ZIM
1255
Zacks Investment Management
Illinois
$563K
CT
1256
Colonial Trust
South Carolina
$563K
CFS
1257
Commonwealth Financial Services
West Virginia
$561K
AT
1258
American Trust
Kentucky
$561K
UFA
1259
Unify Financial Advisors
Florida
$559K
ARC
1260
Advisor Resource Council
Texas
$559K
DS
1261
DRW Securities
Illinois
$555K
BHA
1262
Beech Hill Advisors
New York
$554K
BCP
1263
Blue Chip Partners
Michigan
$552K
CSI
1264
Cross Staff Investments
New York
$550K
KFA
1265
Kelleher Financial Advisors
New York
$550K
CWM
1266
Centurion Wealth Management
Virginia
$549K
1WM
1267
1900 Wealth Management
Texas
$548K
PP
1268
Patten & Patten
Tennessee
$548K
IWM
1269
Iams Wealth Management
Nebraska
$546K
TP
1270
Tranquility Partners
Tennessee
$544K
CAWM
1271
Capital Advisors Wealth Management
Washington
$543K
SHJ
1272
Sharkey, Howes & Javer
Colorado
$542K
CICC
1273
Capital Investment Counsel (Colorado)
Colorado
$539K
FFC
1274
First Financial Corp
Indiana
$537K
BAM
1275
Berkshire Asset Management
Pennsylvania
$534K