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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
PAMG
1301
Patton Albertson Miller Group
Tennessee
$478K
TFGT
1302
TS Financial Group (TSFG)
Illinois
$478K
IAS
1303
Integrity Advisory Solutions
Texas
$477K
AFAS
1304
Acorn Financial Advisory Services
Virginia
$475K
OCA
1305
OpenArc Corporate Advisory
Georgia
$473K
HT
1306
Headlands Technologies
Illinois
$471K
RMDI
1307
R.M. Davis Inc
Maine
$471K
PFA
1308
Pure Financial Advisors
California
$470K
PC
1309
Payne Capital
Oregon
$469K
FFA
1310
First Foundation Advisors
California
$469K
TDC
1311
Thompson Davis & Co
Virginia
$469K
FFA
1312
Fairfield Financial Advisors
Massachusetts
$469K
HOWA
1313
Heritage Oak Wealth Advisors
Florida
$461K
ICP
1314
Impact Capital Partners
Colorado
$459K
PCM
1315
Presidio Capital Management
California
$458K
KF
1316
Ketron Financial
California
$457K
CWA
1317
Cura Wealth Advisors
Illinois
$456K
OWA
1318
Octavia Wealth Advisors
Ohio
$454K
GWANC
1319
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K
SPA
1320
Sentinel Pension Advisors
Massachusetts
$453K
SSWM
1321
Smith Salley Wealth Management
North Carolina
$453K
TH
1322
Team Hewins
California
$452K
1SB
1323
1ST Source Bank
Indiana
$452K
PHIC
1324
Pine Haven Investment Counsel
Massachusetts
$451K
SFO
1325
Stokes Family Office
Louisiana
$451K