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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
LSPW
1426
Lake Street Private Wealth
Illinois
$348K
GHA
1427
GW Henssler & Associates
Georgia
$348K
Vontobel Holding
1428
Vontobel Holding
Switzerland
$347K
CAG
1429
Compass Advisory Group
New York
$347K
VC
1430
Veracity Capital
Georgia
$346K
KFGK
1431
Keystone Financial Group (Kentucky)
Kentucky
$346K
CI
1432
CPR Investments
Michigan
$345K
HAP
1433
Harbor Asset Planning
Massachusetts
$344K
SSW
1434
Stone Summit Wealth
Florida
$344K
SWA
1435
SFMG Wealth Advisors
Texas
$344K
PWMG
1436
Pinnacle Wealth Management Group
Michigan
$344K
FWCM
1437
Ferguson Wellman Capital Management
Oregon
$343K
CGA
1438
Crescent Grove Advisors
Illinois
$342K
CWM
1439
Castle Wealth Management
Florida
$342K
SWM
1440
SK Wealth Management
Rhode Island
$340K
IPWA
1441
International Private Wealth Advisors
California
$340K
TFA
1442
Tobias Financial Advisors
Florida
$340K
SIC
1443
Sage Investment Counsel
Tennessee
$338K
HWMO
1444
Heritage Wealth Management (Ohio)
Ohio
$338K
SEP
1445
Signature Equity Partners
Ohio
$338K
CPA
1446
Clear Point Advisors
New York
$337K
SWMG
1447
Stillwater Wealth Management Group
Florida
$337K
TPW
1448
Tiller Private Wealth
Pennsylvania
$335K
OWM
1449
OneAscent Wealth Management
Alabama
$335K
RWB
1450
RMR Wealth Builders
New Jersey
$335K