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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,908
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
GF
1451
GGM Financials
Ohio
$352K
PIWA
1452
Prevail Innovative Wealth Advisors
Kansas
$351K
LSPW
1453
Lake Street Private Wealth
Illinois
$348K
GHA
1454
GW Henssler & Associates
Georgia
$348K
AFA
1455
Amicus Financial Advisors
Texas
$347K
Vontobel Holding
1456
Vontobel Holding
Switzerland
$347K
CAG
1457
Compass Advisory Group
New York
$347K
VC
1458
Veracity Capital
Georgia
$346K
KFGK
1459
Keystone Financial Group (Kentucky)
Kentucky
$346K
CI
1460
CPR Investments
Michigan
$345K
HAP
1461
Harbor Asset Planning
Massachusetts
$344K
SSW
1462
Stone Summit Wealth
Florida
$344K
SWA
1463
SFMG Wealth Advisors
Texas
$344K
PWMG
1464
Pinnacle Wealth Management Group
Michigan
$344K
FWCM
1465
Ferguson Wellman Capital Management
Oregon
$343K
CGA
1466
Crescent Grove Advisors
Illinois
$342K
CWM
1467
Castle Wealth Management
Florida
$342K
SWM
1468
SK Wealth Management
Rhode Island
$340K
IPWA
1469
International Private Wealth Advisors
California
$340K
TFA
1470
Tobias Financial Advisors
Florida
$340K
SIC
1471
Sage Investment Counsel
Tennessee
$338K
HWMO
1472
Heritage Wealth Management (Ohio)
Ohio
$338K
SEP
1473
Signature Equity Partners
Ohio
$338K
CPA
1474
Clear Point Advisors
New York
$337K
SWMG
1475
Stillwater Wealth Management Group
Florida
$337K