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Schwab US Dividend Equity ETF

1,870 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, 745 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: 745

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
1,870
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
IP
1451
Indivisible Partners
Florida
$333K
JCM
1452
J2 Capital Management
Michigan
$332K
PWM
1453
Partners Wealth Management
California
$332K
MWA
1454
Midland Wealth Advisors
Illinois
$332K
HIS
1455
Horizon Investment Services
Indiana
$331K
BWS
1456
Buck Wealth Strategies
Colorado
$331K
YP
1457
YANKCOM Partnership
South Dakota
$331K
TIP
1458
Tandem Investment Partners
New Jersey
$330K
SPWM
1459
Straight Path Wealth Management
Michigan
$329K
SW
1460
SkyOak Wealth
Michigan
$328K
VFG
1461
Valley Financial Group
Pennsylvania
$328K
FBC
1462
Fairfield, Bush & Co
Connecticut
$327K
JC
1463
JB Capital
Connecticut
$323K
CIM
1464
Cambria Investment Management
California
$323K
FA
1465
FSA Advisors
Michigan
$322K
JESC
1466
J.E. Simmons & Co
Texas
$321K
FFG
1467
Frisch Financial Group
New York
$321K
FA
1468
Flagstar Advisors
New York
$320K
AGP
1469
Autumn Glory Partners
Texas
$317K
CSC
1470
Caldwell Sutter Capital
California
$315K
MSG
1471
Main Street Group
Virginia
$314K
BRPW
1472
Ballast Rock Private Wealth
South Carolina
$314K
DLCIG
1473
D.L. Carlson Investment Group
New Hampshire
$313K
LWM
1474
Lodestone Wealth Management
Washington
$312K
PSP
1475
Pacific Sage Partners
Washington
$311K