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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
TPW
1476
Tiller Private Wealth
Pennsylvania
$335K
OWM
1477
OneAscent Wealth Management
Alabama
$335K
RWB
1478
RMR Wealth Builders
New Jersey
$335K
AWML
1479
Athena Wealth Management, LLC
Nevada
$335K
AFA
1480
Aznar Financial Advisors
New Jersey
$334K
Kovitz Investment Group Partners
1481
Kovitz Investment Group Partners
Illinois
$333K
IP
1482
Indivisible Partners
Florida
$333K
JCM
1483
J2 Capital Management
Michigan
$332K
PWM
1484
Partners Wealth Management
California
$332K
MWA
1485
Midland Wealth Advisors
Illinois
$332K
HIS
1486
Horizon Investment Services
Indiana
$331K
BWS
1487
Buck Wealth Strategies
Colorado
$331K
YP
1488
YANKCOM Partnership
South Dakota
$331K
TIP
1489
Tandem Investment Partners
New Jersey
$330K
SPWM
1490
Straight Path Wealth Management
Michigan
$329K
SW
1491
SkyOak Wealth
Michigan
$328K
VFG
1492
Valley Financial Group
Pennsylvania
$328K
FBC
1493
Fairfield, Bush & Co
Connecticut
$327K
JC
1494
JB Capital
Connecticut
$323K
CIM
1495
Cambria Investment Management
California
$323K
FA
1496
FSA Advisors
Michigan
$322K
JESC
1497
J.E. Simmons & Co
Texas
$321K
FFG
1498
Frisch Financial Group
New York
$321K
FA
1499
Flagstar Advisors
New York
$320K
AGP
1500
Autumn Glory Partners
Texas
$317K