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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
WAS
1476
WESPAC Advisors SoCal
California
$310K
BC
1477
Bulwark Capital
Florida
$309K
RWA
1478
River Wealth Advisors
Pennsylvania
$309K
VA
1479
VestGen Advisors
Illinois
$309K
VC
1480
Vicus Capital
Pennsylvania
$309K
TA
1481
TFB Advisors
Kansas
$308K
HCA
1482
Heck Capital Advisors
Wisconsin
$307K
HWM
1483
Heirloom Wealth Management
Colorado
$307K
GTAM
1484
Global Trust Asset Management
Florida
$307K
CRWM
1485
Castle Rock Wealth Management
California
$306K
SNBOSCI
1486
Security National Bank of Sioux City Iowa
Iowa
$304K
WTC
1487
WhitTier Trust Company
Nevada
$303K
LFA
1488
Laraway Financial Advisors
Minnesota
$303K
PAM
1489
Pegasus Asset Management
New York
$303K
BA
1490
BCM Advisors
Louisiana
$302K
SAM
1491
Seelaus Asset Management
New Jersey
$302K
IP
1492
Ignite Planners
California
$300K
CTWM
1493
Cherry Tree Wealth Management
Minnesota
$300K
WMP
1494
Wealth Management Partners
Arizona
$299K
MSCM
1495
McElhenny Sheffield Capital Management
Texas
$298K
SWA
1496
Sightline Wealth Advisors
Connecticut
$297K
NWM
1497
Northcape Wealth Management
New York
$296K
GAM
1498
Grandview Asset Management
Pennsylvania
$296K
PRP
1499
Peak Retirement Planning
Ohio
$295K
LFP
1500
Leeward Financial Partners
Washington
$295K