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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
GSWM
1251
Golden State Wealth Management
California
$566K
GAM
1252
Gemmer Asset Management
California
$565K
KWS
1253
Keystone Wealth Services
California
$563K
ZIM
1254
Zacks Investment Management
Illinois
$563K
CT
1255
Colonial Trust
South Carolina
$563K
CFS
1256
Commonwealth Financial Services
West Virginia
$561K
AT
1257
American Trust
Kentucky
$561K
UFA
1258
Unify Financial Advisors
Florida
$559K
ARC
1259
Advisor Resource Council
Texas
$559K
DS
1260
DRW Securities
Illinois
$555K
BHA
1261
Beech Hill Advisors
New York
$554K
BCP
1262
Blue Chip Partners
Michigan
$552K
CSI
1263
Cross Staff Investments
New York
$550K
KFA
1264
Kelleher Financial Advisors
New York
$550K
CWM
1265
Centurion Wealth Management
Virginia
$549K
1WM
1266
1900 Wealth Management
Texas
$548K
PP
1267
Patten & Patten
Tennessee
$548K
IWM
1268
Iams Wealth Management
Nebraska
$546K
TP
1269
Tranquility Partners
Tennessee
$544K
CAWM
1270
Capital Advisors Wealth Management
Washington
$543K
SHJ
1271
Sharkey, Howes & Javer
Colorado
$542K
CICC
1272
Capital Investment Counsel (Colorado)
Colorado
$539K
FFC
1273
First Financial Corp
Indiana
$537K
BAM
1274
Berkshire Asset Management
Pennsylvania
$534K
PK
1275
Pflug Koory
Nebraska
$530K