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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
RFC
1351
Regions Financial Corp
Alabama
$446K
FNBT
1352
FineMark National Bank & Trust
Florida
$444K
WHG
1353
Westwood Holdings Group
Texas
$443K
AC
1354
Apella Capital
Connecticut
$441K
PVI
1355
Pine Valley Investments
New Jersey
$441K
CA
1356
Claro Advisors
Massachusetts
$441K
PGWA
1357
Plus Group Wealth Advisors
Wisconsin
$441K
WA
1358
Wealthstar Advisors
Texas
$440K
SFG
1359
Sovereign Financial Group
Connecticut
$440K
PWM
1360
PTM Wealth Management
United States
$440K
SWA
1361
Sax Wealth Advisors
New Jersey
$440K
PWM
1362
Prosperity Wealth Management
California
$439K
BAAM
1363
Baker Avenue Asset Management
California
$439K
HKIMG
1364
Hutchens & Kramer Investment Management Group
Indiana
$437K
HP
1365
Holistic Planning
Texas
$437K
SAM
1366
Secure Asset Management
Michigan
$436K
KWM
1367
Kingsman Wealth Management
Florida
$435K
SWMG
1368
Sanchez Wealth Management Group
Florida
$434K
DSC
1369
Duncker Streett & Co
Missouri
$433K
AWS
1370
Aspen Wealth Strategies
Colorado
$433K
Allspring Global Investments
1371
Allspring Global Investments
North Carolina
$433K
SM
1372
Sensible Money
Arizona
$433K
PPL
1373
Planning Project LLC
Texas
$433K
BWM
1374
Brown Wealth Management
Illinois
$433K
WF
1375
WealthPoint Financial
North Carolina
$431K