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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
CWA
1376
CM Wealth Advisors
Ohio
$430K
EWA
1377
Emergent Wealth Advisors
New York
$427K
CQWA
1378
Chokshi & Queen Wealth Advisors
California
$427K
CP
1379
Cornerstone Planning
North Carolina
$426K
PWPS
1380
Pinnacle Wealth Planning Services
Ohio
$426K
NEWAS
1381
N.E.W. Advisory Services
Wisconsin
$422K
S
1382
SignatureFD
Georgia
$421K
HCM
1383
Howland Capital Management
Massachusetts
$420K
DWG
1384
Darden Wealth Group
Michigan
$420K
AFP
1385
ATLas Financial Planning
Georgia
$420K
ZRP
1386
Zynergy Retirement Planning
New Jersey
$420K
AWMM
1387
Aegis Wealth Management (Maryland)
Maryland
$414K
PCS
1388
Private Client Services
Kentucky
$414K
DWM
1389
DKM Wealth Management
California
$413K
1832 Asset Management
1390
1832 Asset Management
Ontario, Canada
$412K
FFO
1391
Fiduciary Family Office
Florida
$411K
ONB
1392
Old National Bancorp
Indiana
$411K
CCG
1393
Cypress Capital Group
Florida
$411K
MW
1394
Maia Wealth
Colorado
$410K
DSC
1395
Daytona Street Capital
Missouri
$409K
TF
1396
Tenon Financial
New Jersey
$409K
CPA
1397
Capital Performance Advisors
California
$407K
LEFP
1398
Leading Edge Financial Planning
Tennessee
$405K
AIMC
1399
Alley Investment Management Company
Illinois
$404K
LFA
1400
Legacy Financial Advisors
Kentucky
$403K