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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
PIWA
1451
Prevail Innovative Wealth Advisors
Kansas
$351K
LSPW
1452
Lake Street Private Wealth
Illinois
$348K
GHA
1453
GW Henssler & Associates
Georgia
$348K
AFA
1454
Amicus Financial Advisors
Texas
$347K
Vontobel Holding
1455
Vontobel Holding
Switzerland
$347K
CAG
1456
Compass Advisory Group
New York
$347K
VC
1457
Veracity Capital
Georgia
$346K
KFGK
1458
Keystone Financial Group (Kentucky)
Kentucky
$346K
CI
1459
CPR Investments
Michigan
$345K
HAP
1460
Harbor Asset Planning
Massachusetts
$344K
SSW
1461
Stone Summit Wealth
Florida
$344K
SWA
1462
SFMG Wealth Advisors
Texas
$344K
PWMG
1463
Pinnacle Wealth Management Group
Michigan
$344K
FWCM
1464
Ferguson Wellman Capital Management
Oregon
$343K
CGA
1465
Crescent Grove Advisors
Illinois
$342K
CWM
1466
Castle Wealth Management
Florida
$342K
SWM
1467
SK Wealth Management
Rhode Island
$340K
IPWA
1468
International Private Wealth Advisors
California
$340K
TFA
1469
Tobias Financial Advisors
Florida
$340K
SIC
1470
Sage Investment Counsel
Tennessee
$338K
HWMO
1471
Heritage Wealth Management (Ohio)
Ohio
$338K
SEP
1472
Signature Equity Partners
Ohio
$338K
CPA
1473
Clear Point Advisors
New York
$337K
SWMG
1474
Stillwater Wealth Management Group
Florida
$337K
TPW
1475
Tiller Private Wealth
Pennsylvania
$335K