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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
OWM
1476
OneAscent Wealth Management
Alabama
$335K
RWB
1477
RMR Wealth Builders
New Jersey
$335K
AFA
1478
Aznar Financial Advisors
New Jersey
$334K
Kovitz Investment Group Partners
1479
Kovitz Investment Group Partners
Illinois
$333K
IP
1480
Indivisible Partners
Florida
$333K
JCM
1481
J2 Capital Management
Michigan
$332K
PWM
1482
Partners Wealth Management
California
$332K
MWA
1483
Midland Wealth Advisors
Illinois
$332K
HIS
1484
Horizon Investment Services
Indiana
$331K
BWS
1485
Buck Wealth Strategies
Colorado
$331K
YP
1486
YANKCOM Partnership
South Dakota
$331K
TIP
1487
Tandem Investment Partners
New Jersey
$330K
SPWM
1488
Straight Path Wealth Management
Michigan
$329K
SW
1489
SkyOak Wealth
Michigan
$328K
VFG
1490
Valley Financial Group
Pennsylvania
$328K
FBC
1491
Fairfield, Bush & Co
Connecticut
$327K
JC
1492
JB Capital
Connecticut
$323K
CIM
1493
Cambria Investment Management
California
$323K
FA
1494
FSA Advisors
Michigan
$322K
JESC
1495
J.E. Simmons & Co
Texas
$321K
FFG
1496
Frisch Financial Group
New York
$321K
FA
1497
Flagstar Advisors
New York
$320K
AGP
1498
Autumn Glory Partners
Texas
$317K
CSC
1499
Caldwell Sutter Capital
California
$315K
MSG
1500
Main Street Group
Virginia
$314K