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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
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
MSCM
1526
McElhenny Sheffield Capital Management
Texas
$298K
SWA
1527
Sightline Wealth Advisors
Connecticut
$297K
NWM
1528
Northcape Wealth Management
New York
$296K
GAM
1529
Grandview Asset Management
Pennsylvania
$296K
PRP
1530
Peak Retirement Planning
Ohio
$295K
LFP
1531
Leeward Financial Partners
Washington
$295K
AW
1532
Apricus Wealth
South Carolina
$295K
DIM
1533
Delta Investment Management
California
$294K
TWM
1534
Tanglewood Wealth Management
Texas
$293K
RP
1535
Rowlandmiller & Partners
Georgia
$293K
PA
1536
Procyon Advisors
Connecticut
$290K
BSCCG
1537
Blue Sky Capital Consultants Group
California
$289K
MFC
1538
Morris Financial Concepts
South Carolina
$289K
KFG
1539
Kingdom Financial Group
Arizona
$289K
BSTWA
1540
Blake Schutter Theil Wealth Advisors
Ohio
$289K
DAM
1541
Delta Asset Management
Tennessee
$288K
UF
1542
Univest Financial
Pennsylvania
$288K
LSA
1543
Lansing Street Advisors
Pennsylvania
$287K
IPA
1544
Investment Planning Advisors
Georgia
$287K
FA
1545
FF Advisors
California
$285K
JHCP
1546
Jackson Hole Capital Partners
Oklahoma
$284K
BTI
1547
Blue Trust Inc
Georgia
$284K
CWA
1548
Cascade Wealth Advisors
Washington
$283K
SFP
1549
Strategic Financial Partners
Oregon
$282K
FM
1550
Foster & Motley
Ohio
$282K