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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
AIMC
1376
Alley Investment Management Company
Illinois
$404K
LFA
1377
Legacy Financial Advisors
Kentucky
$403K
MEG
1378
Millstone Evans Group
Colorado
$402K
GG
1379
GenWealth Group
New Jersey
$400K
FIG
1380
FSA Investment Group
Florida
$399K
RCA
1381
Resonant Capital Advisors
Wisconsin
$399K
SB
1382
Sunflower Bank
Texas
$398K
IPAM
1383
Investment Partners Asset Management
New Jersey
$396K
HIA
1384
Harbor Investment Advisory
Maryland
$396K
BI
1385
Ballast Inc
Kentucky
$395K
FHC
1386
First Horizon Corporation
Tennessee
$395K
BRG
1387
Bay Rivers Group
Virginia
$394K
AIM
1388
Acropolis Investment Management
Missouri
$393K
TWM
1389
Topsail Wealth Management
North Carolina
$388K
AFA
1390
AA Financial Advisors
Ohio
$388K
GCM
1391
Generation Capital Management
New York
$388K
AIC
1392
Argus Investors Counsel
New York
$388K
LWM
1393
Liberty Wealth Management
California
$387K
LBC
1394
Lowe Brockenbrough & Co
Virginia
$386K
ERIC
1395
Eagle Rock Investment Company
Georgia
$386K
ONSWM
1396
Old North State Wealth Management
North Carolina
$382K
SWM
1397
Stockman Wealth Management
Montana
$380K
1IA
1398
1620 Investment Advisors
Massachusetts
$379K
VCM
1399
Vivaldi Capital Management
Illinois
$379K
SLC
1400
Second Line Capital
Louisiana
$379K