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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
SIC
1276
Sigma Investment Counselors
Michigan
$530K
FGAM
1277
Financial Gravity Asset Management
Texas
$530K
NAS
1278
Nicolet Advisory Services
Wisconsin
$529K
ATPW
1279
Ashton Thomas Private Wealth
Arizona
$527K
NG
1280
Novem Group
New York
$526K
OC
1281
Optima Capital
Oregon
$524K
RMC
1282
Ring Mountain Capital
California
$522K
NFC
1283
Northstar Financial Companies
Pennsylvania
$521K
MWM
1284
M3 Wealth Management
Ohio
$521K
GT
1285
Glenmede Trust
Pennsylvania
$520K
SWM
1286
Sherman Wealth Management
Maryland
$519K
BW
1287
Basepoint Wealth
Iowa
$519K
MCM
1288
Maple Capital Management
Vermont
$517K
CF
1289
Cyr Financial
Illinois
$517K
FSBI
1290
Fearless Solutions (Best Invest)
Texas
$516K
MG
1291
Mather Group
Illinois
$516K
SHA
1292
Seneca House Advisors
Virginia
$514K
FCP
1293
Fidelis Capital Partners
Florida
$513K
PP
1294
PDS Planning
Ohio
$511K
CMMS
1295
Comprehensive Money Management Services
Florida
$509K
ALWM
1296
Andrews Lucia Wealth Management
California
$509K
FA
1297
FC Advisory
Pennsylvania
$509K
JSA
1298
Jim Saulnier & Associates
Colorado
$503K
SIAP
1299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$503K
CPA
1300
Cardiff Park Advisors
California
$498K