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Schwab US Dividend Equity ETF

1,872 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 226 funds opening new positions, 726 increasing their positions, 747 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: 726 | Existing positions reduced: 747

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
1,872
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
WA
1401
Winter & Associates
Minnesota
$374K
WE
1402
Wealth Effects
Massachusetts
$372K
GA
1403
GoalVest Advisory
New York
$368K
WA
1404
Wealth Architects
California
$368K
UFA
1405
Uptown Financial Advisors
Texas
$366K
FFWM
1406
Future Financial Wealth Management
Ohio
$365K
CFP
1407
Cascade Financial Partners
California
$365K
RWM
1408
RKL Wealth Management
Pennsylvania
$363K
RFS
1409
RM Financial Services
Maine
$362K
GAFA
1410
Garton & Associates Financial Advisors
Kentucky
$360K
LIM
1411
Loudon Investment Management
New Hampshire
$360K
HW
1412
Hancock Whitney
Mississippi
$359K
GC
1413
GatePass Capital
Ohio
$359K
CC
1414
Citrine Capital
California
$359K
WW
1415
Waterfront Wealth
Kansas
$359K
CCFCSB
1416
Cape Cod Five Cents Savings Bank
Massachusetts
$358K
NC
1417
NovaPoint Capital
Georgia
$358K
RWP
1418
Ridgeline Wealth Planning
Ohio
$357K
KIM
1419
Kane Investment Management
California
$357K
SNBOSD
1420
Security National Bank of So Dak
Iowa
$355K
SWM
1421
Shakespeare Wealth Management
Wisconsin
$355K
GGI
1422
Godsey & Gibb Inc
Virginia
$354K
UW
1423
Unique Wealth
Florida
$353K
GF
1424
GGM Financials
Ohio
$352K
PIWA
1425
Prevail Innovative Wealth Advisors
Kansas
$351K