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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
CWA
1351
CM Wealth Advisors
Ohio
$430K
EWA
1352
Emergent Wealth Advisors
New York
$427K
CQWA
1353
Chokshi & Queen Wealth Advisors
California
$427K
PWPS
1354
Pinnacle Wealth Planning Services
Ohio
$426K
NEWAS
1355
N.E.W. Advisory Services
Wisconsin
$422K
S
1356
SignatureFD
Georgia
$421K
HCM
1357
Howland Capital Management
Massachusetts
$420K
DWG
1358
Darden Wealth Group
Michigan
$420K
AFP
1359
ATLas Financial Planning
Georgia
$420K
ZRP
1360
Zynergy Retirement Planning
New Jersey
$420K
AWMM
1361
Aegis Wealth Management (Maryland)
Maryland
$414K
PCS
1362
Private Client Services
Kentucky
$414K
DWM
1363
DKM Wealth Management
California
$413K
1832 Asset Management
1364
1832 Asset Management
Ontario, Canada
$412K
FFO
1365
Fiduciary Family Office
Florida
$411K
ONB
1366
Old National Bancorp
Indiana
$411K
CCG
1367
Cypress Capital Group
Florida
$411K
MW
1368
Maia Wealth
Colorado
$410K
DSC
1369
Daytona Street Capital
Missouri
$409K
TF
1370
Tenon Financial
New Jersey
$409K
CPA
1371
Capital Performance Advisors
California
$407K
LEFP
1372
Leading Edge Financial Planning
Tennessee
$405K
AIMC
1373
Alley Investment Management Company
Illinois
$404K
LFA
1374
Legacy Financial Advisors
Kentucky
$403K
MEG
1375
Millstone Evans Group
Colorado
$402K