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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
EWA
1376
Emergent Wealth Advisors
New York
$427K
CQWA
1377
Chokshi & Queen Wealth Advisors
California
$427K
CP
1378
Cornerstone Planning
North Carolina
$426K
PWPS
1379
Pinnacle Wealth Planning Services
Ohio
$426K
NEWAS
1380
N.E.W. Advisory Services
Wisconsin
$422K
S
1381
SignatureFD
Georgia
$421K
HCM
1382
Howland Capital Management
Massachusetts
$420K
DWG
1383
Darden Wealth Group
Michigan
$420K
AFP
1384
ATLas Financial Planning
Georgia
$420K
ZRP
1385
Zynergy Retirement Planning
New Jersey
$420K
AWMM
1386
Aegis Wealth Management (Maryland)
Maryland
$414K
PCS
1387
Private Client Services
Kentucky
$414K
DWM
1388
DKM Wealth Management
California
$413K
1832 Asset Management
1389
1832 Asset Management
Ontario, Canada
$412K
FFO
1390
Fiduciary Family Office
Florida
$411K
ONB
1391
Old National Bancorp
Indiana
$411K
CCG
1392
Cypress Capital Group
Florida
$411K
MW
1393
Maia Wealth
Colorado
$410K
DSC
1394
Daytona Street Capital
Missouri
$409K
TF
1395
Tenon Financial
New Jersey
$409K
CPA
1396
Capital Performance Advisors
California
$407K
LEFP
1397
Leading Edge Financial Planning
Tennessee
$405K
AIMC
1398
Alley Investment Management Company
Illinois
$404K
LFA
1399
Legacy Financial Advisors
Kentucky
$403K
MEG
1400
Millstone Evans Group
Colorado
$402K