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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
SWA
1501
Sightline Wealth Advisors
Connecticut
$297K
NWM
1502
Northcape Wealth Management
New York
$296K
GAM
1503
Grandview Asset Management
Pennsylvania
$296K
PRP
1504
Peak Retirement Planning
Ohio
$295K
LFP
1505
Leeward Financial Partners
Washington
$295K
AW
1506
Apricus Wealth
South Carolina
$295K
DIM
1507
Delta Investment Management
California
$294K
TWM
1508
Tanglewood Wealth Management
Texas
$293K
RP
1509
Rowlandmiller & Partners
Georgia
$293K
PA
1510
Procyon Advisors
Connecticut
$290K
BSCCG
1511
Blue Sky Capital Consultants Group
California
$289K
MFC
1512
Morris Financial Concepts
South Carolina
$289K
KFG
1513
Kingdom Financial Group
Arizona
$289K
BSTWA
1514
Blake Schutter Theil Wealth Advisors
Ohio
$289K
DAM
1515
Delta Asset Management
Tennessee
$288K
UF
1516
Univest Financial
Pennsylvania
$288K
LSA
1517
Lansing Street Advisors
Pennsylvania
$287K
IPA
1518
Investment Planning Advisors
Georgia
$287K
FA
1519
FF Advisors
California
$285K
JHCP
1520
Jackson Hole Capital Partners
Oklahoma
$284K
BTI
1521
Blue Trust Inc
Georgia
$284K
CWA
1522
Cascade Wealth Advisors
Washington
$283K
SFP
1523
Strategic Financial Partners
Oregon
$282K
FM
1524
Foster & Motley
Ohio
$282K
SA
1525
Strategic Advisors
New York
$281K