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Schwab US Dividend Equity ETF

1,872 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 226 funds opening new positions, 726 increasing their positions, 747 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: 726 | Existing positions reduced: 747

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
1,872
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
AFAS
1301
Acorn Financial Advisory Services
Virginia
$475K
OCA
1302
OpenArc Corporate Advisory
Georgia
$473K
HT
1303
Headlands Technologies
Illinois
$471K
RMDI
1304
R.M. Davis Inc
Maine
$471K
PFA
1305
Pure Financial Advisors
California
$470K
PC
1306
Payne Capital
Oregon
$469K
FFA
1307
First Foundation Advisors
California
$469K
TDC
1308
Thompson Davis & Co
Virginia
$469K
FFA
1309
Fairfield Financial Advisors
Massachusetts
$469K
HOWA
1310
Heritage Oak Wealth Advisors
Florida
$461K
ICP
1311
Impact Capital Partners
Colorado
$459K
PCM
1312
Presidio Capital Management
California
$458K
KF
1313
Ketron Financial
California
$457K
CWA
1314
Cura Wealth Advisors
Illinois
$456K
OWA
1315
Octavia Wealth Advisors
Ohio
$454K
GWANC
1316
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K
SPA
1317
Sentinel Pension Advisors
Massachusetts
$453K
SSWM
1318
Smith Salley Wealth Management
North Carolina
$453K
TH
1319
Team Hewins
California
$452K
1SB
1320
1ST Source Bank
Indiana
$452K
PHIC
1321
Pine Haven Investment Counsel
Massachusetts
$451K
SFO
1322
Stokes Family Office
Louisiana
$451K
EWA
1323
Etesian Wealth Advisors
Oregon
$451K
AG
1324
AmeriFlex Group
Nevada
$450K
AAG
1325
Armstrong Advisory Group
Massachusetts
$449K