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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
CICC
1251
Capital Investment Counsel (Colorado)
Colorado
$539K
FFC
1252
First Financial Corp
Indiana
$537K
BAM
1253
Berkshire Asset Management
Pennsylvania
$534K
PK
1254
Pflug Koory
Nebraska
$530K
SIC
1255
Sigma Investment Counselors
Michigan
$530K
FGAM
1256
Financial Gravity Asset Management
Texas
$530K
NAS
1257
Nicolet Advisory Services
Wisconsin
$529K
ATPW
1258
Ashton Thomas Private Wealth
Arizona
$527K
NG
1259
Novem Group
New York
$526K
OC
1260
Optima Capital
Oregon
$524K
RMC
1261
Ring Mountain Capital
California
$522K
NFC
1262
Northstar Financial Companies
Pennsylvania
$521K
MWM
1263
M3 Wealth Management
Ohio
$521K
GT
1264
Glenmede Trust
Pennsylvania
$520K
SWM
1265
Sherman Wealth Management
Maryland
$519K
BW
1266
Basepoint Wealth
Iowa
$519K
MCM
1267
Maple Capital Management
Vermont
$517K
CF
1268
Cyr Financial
Illinois
$517K
FSBI
1269
Fearless Solutions (Best Invest)
Texas
$516K
MG
1270
Mather Group
Illinois
$516K
SHA
1271
Seneca House Advisors
Virginia
$514K
FCP
1272
Fidelis Capital Partners
Florida
$513K
PP
1273
PDS Planning
Ohio
$511K
CMMS
1274
Comprehensive Money Management Services
Florida
$509K
ALWM
1275
Andrews Lucia Wealth Management
California
$509K