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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
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
CPA
1301
Cardiff Park Advisors
California
$498K
PIA
1302
Pinion Investment Advisors
Kansas
$498K
LCM
1303
Leisure Capital Management
California
$494K
OFG
1304
Omega Financial Group
California
$494K
CWG
1305
Cornerstone Wealth Group
North Carolina
$486K
VHAM
1306
Van Hulzen Asset Management
California
$486K
SFG
1307
Strive Financial Group
Indiana
$485K
DWM
1308
Destination Wealth Management
California
$485K
CIA
1309
Covington Investment Advisors
Pennsylvania
$484K
BAG
1310
Bridgewealth Advisory Group
California
$484K
CCP
1311
Clarkston Capital Partners
Michigan
$483K
PS
1312
Planned Solutions
California
$482K
SLA
1313
Silver Lake Advisory
Utah
$482K
CA
1314
Centerpoint Advisors
Massachusetts
$481K
BCM
1315
Basso Capital Management
Connecticut
$481K
UWPG
1316
Ullmann Wealth Partners Group
Florida
$480K
ACM
1317
Andina Capital Management
Utah
$480K
AWM
1318
Angeles Wealth Management
California
$479K
OFS
1319
Oldfather Financial Services
Nebraska
$479K
PAMG
1320
Patton Albertson Miller Group
Tennessee
$478K
TFGT
1321
TS Financial Group (TSFG)
Illinois
$478K
IAS
1322
Integrity Advisory Solutions
Texas
$477K
AFAS
1323
Acorn Financial Advisory Services
Virginia
$475K
OCA
1324
OpenArc Corporate Advisory
Georgia
$473K
HT
1325
Headlands Technologies
Illinois
$471K