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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
FCBT
1401
First Citizens Bank & Trust
North Carolina
$378K
NP
1402
NorthRock Partners
Minnesota
$377K
SIM
1403
Studio Investment Management
Illinois
$374K
WA
1404
Winter & Associates
Minnesota
$374K
WE
1405
Wealth Effects
Massachusetts
$372K
GA
1406
GoalVest Advisory
New York
$368K
WA
1407
Wealth Architects
California
$368K
UFA
1408
Uptown Financial Advisors
Texas
$366K
FFWM
1409
Future Financial Wealth Management
Ohio
$365K
CFP
1410
Cascade Financial Partners
California
$365K
RWM
1411
RKL Wealth Management
Pennsylvania
$363K
RFS
1412
RM Financial Services
Maine
$362K
GAFA
1413
Garton & Associates Financial Advisors
Kentucky
$360K
LIM
1414
Loudon Investment Management
New Hampshire
$360K
HW
1415
Hancock Whitney
Mississippi
$359K
GC
1416
GatePass Capital
Ohio
$359K
CC
1417
Citrine Capital
California
$359K
WW
1418
Waterfront Wealth
Kansas
$359K
CCFCSB
1419
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
NC
1420
NovaPoint Capital
Georgia
$358K
RWP
1421
Ridgeline Wealth Planning
Ohio
$357K
KIM
1422
Kane Investment Management
California
$357K
SNBOSD
1423
Security National Bank of So Dak
Iowa
$355K
SWM
1424
Shakespeare Wealth Management
Wisconsin
$355K
GGI
1425
Godsey & Gibb Inc
Virginia
$354K