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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
RMDI
1326
R.M. Davis Inc
Maine
$471K
PFA
1327
Pure Financial Advisors
California
$470K
PC
1328
Payne Capital
Oregon
$469K
FFA
1329
First Foundation Advisors
California
$469K
TDC
1330
Thompson Davis & Co
Virginia
$469K
FFA
1331
Fairfield Financial Advisors
Massachusetts
$469K
DF
1332
Downshift Financial
Colorado
$464K
HOWA
1333
Heritage Oak Wealth Advisors
Florida
$461K
ICP
1334
Impact Capital Partners
Colorado
$459K
PCM
1335
Presidio Capital Management
California
$458K
KF
1336
Ketron Financial
California
$457K
CWA
1337
Cura Wealth Advisors
Illinois
$456K
OWA
1338
Octavia Wealth Advisors
Ohio
$454K
GWANC
1339
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K
SPA
1340
Sentinel Pension Advisors
Massachusetts
$453K
SSWM
1341
Smith Salley Wealth Management
North Carolina
$453K
TH
1342
Team Hewins
California
$452K
1SB
1343
1ST Source Bank
Indiana
$452K
PHIC
1344
Pine Haven Investment Counsel
Massachusetts
$451K
SFO
1345
Stokes Family Office
Louisiana
$451K
EWA
1346
Etesian Wealth Advisors
Oregon
$451K
AG
1347
AmeriFlex Group
Nevada
$450K
RCAG
1348
Rehmann Capital Advisory Group
Michigan
$450K
AAG
1349
Armstrong Advisory Group
Massachusetts
$449K
ESB
1350
Essex Savings Bank
Connecticut
$448K