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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
PPL
1351
Planning Project LLC
Texas
$433K
BWM
1352
Brown Wealth Management
Illinois
$433K
WF
1353
WealthPoint Financial
North Carolina
$431K
CWA
1354
CM Wealth Advisors
Ohio
$430K
EWA
1355
Emergent Wealth Advisors
New York
$427K
CQWA
1356
Chokshi & Queen Wealth Advisors
California
$427K
PWPS
1357
Pinnacle Wealth Planning Services
Ohio
$426K
NEWAS
1358
N.E.W. Advisory Services
Wisconsin
$422K
S
1359
SignatureFD
Georgia
$421K
HCM
1360
Howland Capital Management
Massachusetts
$420K
DWG
1361
Darden Wealth Group
Michigan
$420K
AFP
1362
ATLas Financial Planning
Georgia
$420K
ZRP
1363
Zynergy Retirement Planning
New Jersey
$420K
AWMM
1364
Aegis Wealth Management (Maryland)
Maryland
$414K
PCS
1365
Private Client Services
Kentucky
$414K
DWM
1366
DKM Wealth Management
California
$413K
1832 Asset Management
1367
1832 Asset Management
Ontario, Canada
$412K
FFO
1368
Fiduciary Family Office
Florida
$411K
ONB
1369
Old National Bancorp
Indiana
$411K
CCG
1370
Cypress Capital Group
Florida
$411K
MW
1371
Maia Wealth
Colorado
$410K
DSC
1372
Daytona Street Capital
Missouri
$409K
TF
1373
Tenon Financial
New Jersey
$409K
CPA
1374
Capital Performance Advisors
California
$407K
LEFP
1375
Leading Edge Financial Planning
Tennessee
$405K