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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
EWA
1326
Etesian Wealth Advisors
Oregon
$451K
AG
1327
AmeriFlex Group
Nevada
$450K
AAG
1328
Armstrong Advisory Group
Massachusetts
$449K
ESB
1329
Essex Savings Bank
Connecticut
$448K
RFC
1330
Regions Financial Corp
Alabama
$446K
FNBT
1331
FineMark National Bank & Trust
Florida
$444K
WHG
1332
Westwood Holdings Group
Texas
$443K
AC
1333
Apella Capital
Connecticut
$441K
PVI
1334
Pine Valley Investments
New Jersey
$441K
CA
1335
Claro Advisors
Massachusetts
$441K
PGWA
1336
Plus Group Wealth Advisors
Wisconsin
$441K
WA
1337
Wealthstar Advisors
Texas
$440K
SFG
1338
Sovereign Financial Group
Connecticut
$440K
PWM
1339
PTM Wealth Management
United States
$440K
SWA
1340
Sax Wealth Advisors
New Jersey
$440K
BAAM
1341
Baker Avenue Asset Management
California
$439K
HKIMG
1342
Hutchens & Kramer Investment Management Group
Indiana
$437K
HP
1343
Holistic Planning
Texas
$437K
SAM
1344
Secure Asset Management
Michigan
$436K
KWM
1345
Kingsman Wealth Management
Florida
$435K
SWMG
1346
Sanchez Wealth Management Group
Florida
$434K
DSC
1347
Duncker Streett & Co
Missouri
$433K
AWS
1348
Aspen Wealth Strategies
Colorado
$433K
Allspring Global Investments
1349
Allspring Global Investments
North Carolina
$433K
SM
1350
Sensible Money
Arizona
$433K