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Schwab US Dividend Equity ETF

1,869 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 225 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
1,869
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
AW
1501
Apricus Wealth
South Carolina
$295K
DIM
1502
Delta Investment Management
California
$294K
TWM
1503
Tanglewood Wealth Management
Texas
$293K
RP
1504
Rowlandmiller & Partners
Georgia
$293K
PA
1505
Procyon Advisors
Connecticut
$290K
BSCCG
1506
Blue Sky Capital Consultants Group
California
$289K
MFC
1507
Morris Financial Concepts
South Carolina
$289K
KFG
1508
Kingdom Financial Group
Arizona
$289K
BSTWA
1509
Blake Schutter Theil Wealth Advisors
Ohio
$289K
DAM
1510
Delta Asset Management
Tennessee
$288K
UF
1511
Univest Financial
Pennsylvania
$288K
LSA
1512
Lansing Street Advisors
Pennsylvania
$287K
IPA
1513
Investment Planning Advisors
Georgia
$287K
FA
1514
FF Advisors
California
$285K
JHCP
1515
Jackson Hole Capital Partners
Oklahoma
$284K
BTI
1516
Blue Trust Inc
Georgia
$284K
CWA
1517
Cascade Wealth Advisors
Washington
$283K
SFP
1518
Strategic Financial Partners
Oregon
$282K
FM
1519
Foster & Motley
Ohio
$282K
SA
1520
Strategic Advisors
New York
$281K
RBCM
1521
Raub Brock Capital Management
California
$280K
SIC
1522
Samalin Investment Counsel
New York
$280K
DWA
1523
Davis Wealth Advisors
New Hampshire
$280K
CAG
1524
Centerpoint Advisory Group
Kansas
$279K
FSWA
1525
Financial Synergies Wealth Advisors
Texas
$278K