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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
MSG
1476
Main Street Group
Virginia
$314K
BRPW
1477
Ballast Rock Private Wealth
South Carolina
$314K
DLCIG
1478
D.L. Carlson Investment Group
New Hampshire
$313K
LWM
1479
Lodestone Wealth Management
Washington
$312K
PSP
1480
Pacific Sage Partners
Washington
$311K
WAS
1481
WESPAC Advisors SoCal
California
$310K
BC
1482
Bulwark Capital
Florida
$309K
RWA
1483
River Wealth Advisors
Pennsylvania
$309K
VA
1484
VestGen Advisors
Illinois
$309K
VC
1485
Vicus Capital
Pennsylvania
$309K
TA
1486
TFB Advisors
Kansas
$308K
HCA
1487
Heck Capital Advisors
Wisconsin
$307K
HWM
1488
Heirloom Wealth Management
Colorado
$307K
GTAM
1489
Global Trust Asset Management
Florida
$307K
CRWM
1490
Castle Rock Wealth Management
California
$306K
SNBOSCI
1491
Security National Bank of Sioux City Iowa
Iowa
$304K
WTC
1492
WhitTier Trust Company
Nevada
$303K
LFA
1493
Laraway Financial Advisors
Minnesota
$303K
PAM
1494
Pegasus Asset Management
New York
$303K
BA
1495
BCM Advisors
Louisiana
$302K
SAM
1496
Seelaus Asset Management
New Jersey
$302K
IP
1497
Ignite Planners
California
$300K
CTWM
1498
Cherry Tree Wealth Management
Minnesota
$300K
WMP
1499
Wealth Management Partners
Arizona
$299K
MSCM
1500
McElhenny Sheffield Capital Management
Texas
$298K