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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
IWM
1251
Iams Wealth Management
Nebraska
$546K
TP
1252
Tranquility Partners
Tennessee
$544K
CAWM
1253
Capital Advisors Wealth Management
Washington
$543K
SHJ
1254
Sharkey, Howes & Javer
Colorado
$542K
CICC
1255
Capital Investment Counsel (Colorado)
Colorado
$539K
FFC
1256
First Financial Corp
Indiana
$537K
BAM
1257
Berkshire Asset Management
Pennsylvania
$534K
PK
1258
Pflug Koory
Nebraska
$530K
SIC
1259
Sigma Investment Counselors
Michigan
$530K
FGAM
1260
Financial Gravity Asset Management
Texas
$530K
NAS
1261
Nicolet Advisory Services
Wisconsin
$529K
ATPW
1262
Ashton Thomas Private Wealth
Arizona
$527K
NG
1263
Novem Group
New York
$526K
OC
1264
Optima Capital
Oregon
$524K
RMC
1265
Ring Mountain Capital
California
$522K
NFC
1266
Northstar Financial Companies
Pennsylvania
$521K
MWM
1267
M3 Wealth Management
Ohio
$521K
GT
1268
Glenmede Trust
Pennsylvania
$520K
SWM
1269
Sherman Wealth Management
Maryland
$519K
BW
1270
Basepoint Wealth
Iowa
$519K
MCM
1271
Maple Capital Management
Vermont
$517K
CF
1272
Cyr Financial
Illinois
$517K
FSBI
1273
Fearless Solutions (Best Invest)
Texas
$516K
MG
1274
Mather Group
Illinois
$516K
SHA
1275
Seneca House Advisors
Virginia
$514K