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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
TPW
1451
Tiller Private Wealth
Pennsylvania
$335K
OWM
1452
OneAscent Wealth Management
Alabama
$335K
RWB
1453
RMR Wealth Builders
New Jersey
$335K
AFA
1454
Aznar Financial Advisors
New Jersey
$334K
Kovitz Investment Group Partners
1455
Kovitz Investment Group Partners
Illinois
$333K
IP
1456
Indivisible Partners
Florida
$333K
JCM
1457
J2 Capital Management
Michigan
$332K
PWM
1458
Partners Wealth Management
California
$332K
MWA
1459
Midland Wealth Advisors
Illinois
$332K
HIS
1460
Horizon Investment Services
Indiana
$331K
BWS
1461
Buck Wealth Strategies
Colorado
$331K
YP
1462
YANKCOM Partnership
South Dakota
$331K
TIP
1463
Tandem Investment Partners
New Jersey
$330K
SPWM
1464
Straight Path Wealth Management
Michigan
$329K
SW
1465
SkyOak Wealth
Michigan
$328K
VFG
1466
Valley Financial Group
Pennsylvania
$328K
FBC
1467
Fairfield, Bush & Co
Connecticut
$327K
JC
1468
JB Capital
Connecticut
$323K
CIM
1469
Cambria Investment Management
California
$323K
FA
1470
FSA Advisors
Michigan
$322K
JESC
1471
J.E. Simmons & Co
Texas
$321K
FFG
1472
Frisch Financial Group
New York
$321K
FA
1473
Flagstar Advisors
New York
$320K
AGP
1474
Autumn Glory Partners
Texas
$317K
CSC
1475
Caldwell Sutter Capital
California
$315K