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Schwab US Dividend Equity ETF

1,871 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 226 funds opening new positions, 726 increasing their positions, 746 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: 746

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
1,871
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
FSWA
1526
Financial Synergies Wealth Advisors
Texas
$278K
FFG
1527
Fortune Financial Group
Florida
$277K
SKK
1528
Shepherd Kaplan Krochuk
Massachusetts
$277K
SC
1529
Scholtz & Company
Connecticut
$277K
IAG
1530
Investmark Advisory Group
Connecticut
$275K
Legacy Financial Group (Iowa)
1531
Legacy Financial Group (Iowa)
Iowa
$273K
HT
1532
Heritage Trust
Oklahoma
$272K
WDC
1533
Woodward Diversified Capital
California
$272K
WWM
1534
Wolff Wiese Magana
California
$272K
CP
1535
Clarendon Private
Massachusetts
$271K
EFMC
1536
Empire Financial Management Company
New York
$271K
GAA
1537
Global Assets Advisory
Florida
$271K
MIA
1538
MeadowBrook Investment Advisors
Michigan
$270K
MIM
1539
Marco Investment Management
Georgia
$270K
RWRC
1540
R.W. Roge & Company
New York
$270K
PCFFS
1541
Pacific Center for Financial Services
California
$268K
DF
1542
Daviman Financial
Indiana
$268K
FG
1543
Fiduciary Group
Georgia
$267K
WRCM
1544
Western Reserve Capital Management
Ohio
$266K
BWM
1545
Briggs Wealth Management
Connecticut
$266K
FFC
1546
Frederick Financial Consultants
Maryland
$266K
TLP
1547
Trinity Legacy Partners
Texas
$265K
JBA
1548
Johnson Bixby & Associates
Washington
$264K
ECM
1549
EagleClaw Capital Management
Massachusetts
$264K
UB
1550
UMB Bank
Missouri
$263K