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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,906
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
FNBT
1351
FineMark National Bank & Trust
Florida
$444K
WHG
1352
Westwood Holdings Group
Texas
$443K
AC
1353
Apella Capital
Connecticut
$441K
PVI
1354
Pine Valley Investments
New Jersey
$441K
CA
1355
Claro Advisors
Massachusetts
$441K
PGWA
1356
Plus Group Wealth Advisors
Wisconsin
$441K
WA
1357
Wealthstar Advisors
Texas
$440K
SFG
1358
Sovereign Financial Group
Connecticut
$440K
PWM
1359
PTM Wealth Management
United States
$440K
SWA
1360
Sax Wealth Advisors
New Jersey
$440K
PWM
1361
Prosperity Wealth Management
California
$439K
BAAM
1362
Baker Avenue Asset Management
California
$439K
HKIMG
1363
Hutchens & Kramer Investment Management Group
Indiana
$437K
HP
1364
Holistic Planning
Texas
$437K
SAM
1365
Secure Asset Management
Michigan
$436K
KWM
1366
Kingsman Wealth Management
Florida
$435K
SWMG
1367
Sanchez Wealth Management Group
Florida
$434K
DSC
1368
Duncker Streett & Co
Missouri
$433K
AWS
1369
Aspen Wealth Strategies
Colorado
$433K
Allspring Global Investments
1370
Allspring Global Investments
North Carolina
$433K
SM
1371
Sensible Money
Arizona
$433K
PPL
1372
Planning Project LLC
Texas
$433K
BWM
1373
Brown Wealth Management
Illinois
$433K
WF
1374
WealthPoint Financial
North Carolina
$431K
CWA
1375
CM Wealth Advisors
Ohio
$430K