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Schwab US Dividend Equity ETF

1,877 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, 728 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: 728 | Existing positions reduced: 748

2% less funds holding in top 10

Funds holding in top 10: 208203 (-5)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,877
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
SA
1526
Strategic Advisors
New York
$281K
RBCM
1527
Raub Brock Capital Management
California
$280K
SIC
1528
Samalin Investment Counsel
New York
$280K
DWA
1529
Davis Wealth Advisors
New Hampshire
$280K
CAG
1530
Centerpoint Advisory Group
Kansas
$279K
FSWA
1531
Financial Synergies Wealth Advisors
Texas
$278K
FFG
1532
Fortune Financial Group
Florida
$277K
SKK
1533
Shepherd Kaplan Krochuk
Massachusetts
$277K
SC
1534
Scholtz & Company
Connecticut
$277K
IAG
1535
Investmark Advisory Group
Connecticut
$275K
Legacy Financial Group (Iowa)
1536
Legacy Financial Group (Iowa)
Iowa
$273K
HT
1537
Heritage Trust
Oklahoma
$272K
WDC
1538
Woodward Diversified Capital
California
$272K
WWM
1539
Wolff Wiese Magana
California
$272K
CP
1540
Clarendon Private
Massachusetts
$271K
EFMC
1541
Empire Financial Management Company
New York
$271K
GAA
1542
Global Assets Advisory
Florida
$271K
MIA
1543
MeadowBrook Investment Advisors
Michigan
$270K
MIM
1544
Marco Investment Management
Georgia
$270K
RWRC
1545
R.W. Roge & Company
New York
$270K
PCFFS
1546
Pacific Center for Financial Services
California
$268K
DF
1547
Daviman Financial
Indiana
$268K
FG
1548
Fiduciary Group
Georgia
$267K
WRCM
1549
Western Reserve Capital Management
Ohio
$266K
BWM
1550
Briggs Wealth Management
Connecticut
$266K