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Schwab US Dividend Equity ETF

1,876 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, 727 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: 727 | Existing positions reduced: 748

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
1,876
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
PP
1276
PDS Planning
Ohio
$511K
CMMS
1277
Comprehensive Money Management Services
Florida
$509K
ALWM
1278
Andrews Lucia Wealth Management
California
$509K
FA
1279
FC Advisory
Pennsylvania
$509K
JSA
1280
Jim Saulnier & Associates
Colorado
$503K
SIAP
1281
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$503K
CPA
1282
Cardiff Park Advisors
California
$498K
PIA
1283
Pinion Investment Advisors
Kansas
$498K
LCM
1284
Leisure Capital Management
California
$494K
OFG
1285
Omega Financial Group
California
$494K
CWG
1286
Cornerstone Wealth Group
North Carolina
$486K
VHAM
1287
Van Hulzen Asset Management
California
$486K
SFG
1288
Strive Financial Group
Indiana
$485K
DWM
1289
Destination Wealth Management
California
$485K
CIA
1290
Covington Investment Advisors
Pennsylvania
$484K
BAG
1291
Bridgewealth Advisory Group
California
$484K
CCP
1292
Clarkston Capital Partners
Michigan
$483K
PS
1293
Planned Solutions
California
$482K
SLA
1294
Silver Lake Advisory
Utah
$482K
CA
1295
Centerpoint Advisors
Massachusetts
$481K
BCM
1296
Basso Capital Management
Connecticut
$481K
UWPG
1297
Ullmann Wealth Partners Group
Florida
$480K
ACM
1298
Andina Capital Management
Utah
$480K
AWM
1299
Angeles Wealth Management
California
$479K
OFS
1300
Oldfather Financial Services
Nebraska
$479K