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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
ESB
1326
Essex Savings Bank
Connecticut
$448K
RFC
1327
Regions Financial Corp
Alabama
$446K
FNBT
1328
FineMark National Bank & Trust
Florida
$444K
WHG
1329
Westwood Holdings Group
Texas
$443K
AC
1330
Apella Capital
Connecticut
$441K
PVI
1331
Pine Valley Investments
New Jersey
$441K
CA
1332
Claro Advisors
Massachusetts
$441K
PGWA
1333
Plus Group Wealth Advisors
Wisconsin
$441K
WA
1334
Wealthstar Advisors
Texas
$440K
SFG
1335
Sovereign Financial Group
Connecticut
$440K
PWM
1336
PTM Wealth Management
United States
$440K
SWA
1337
Sax Wealth Advisors
New Jersey
$440K
BAAM
1338
Baker Avenue Asset Management
California
$439K
HKIMG
1339
Hutchens & Kramer Investment Management Group
Indiana
$437K
HP
1340
Holistic Planning
Texas
$437K
SAM
1341
Secure Asset Management
Michigan
$436K
KWM
1342
Kingsman Wealth Management
Florida
$435K
SWMG
1343
Sanchez Wealth Management Group
Florida
$434K
DSC
1344
Duncker Streett & Co
Missouri
$433K
AWS
1345
Aspen Wealth Strategies
Colorado
$433K
Allspring Global Investments
1346
Allspring Global Investments
North Carolina
$433K
SM
1347
Sensible Money
Arizona
$433K
PPL
1348
Planning Project LLC
Texas
$433K
BWM
1349
Brown Wealth Management
Illinois
$433K
WF
1350
WealthPoint Financial
North Carolina
$431K