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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
SA
1551
Strategic Advisors
New York
$281K
RBCM
1552
Raub Brock Capital Management
California
$280K
SIC
1553
Samalin Investment Counsel
New York
$280K
DWA
1554
Davis Wealth Advisors
New Hampshire
$280K
CAG
1555
Centerpoint Advisory Group
Kansas
$279K
FSWA
1556
Financial Synergies Wealth Advisors
Texas
$278K
FFG
1557
Fortune Financial Group
Florida
$277K
SKK
1558
Shepherd Kaplan Krochuk
Massachusetts
$277K
SC
1559
Scholtz & Company
Connecticut
$277K
IAG
1560
Investmark Advisory Group
Connecticut
$275K
Legacy Financial Group (Iowa)
1561
Legacy Financial Group (Iowa)
Iowa
$273K
HT
1562
Heritage Trust
Oklahoma
$272K
WDC
1563
Woodward Diversified Capital
California
$272K
WWM
1564
Wolff Wiese Magana
California
$272K
CP
1565
Clarendon Private
Massachusetts
$271K
EFMC
1566
Empire Financial Management Company
New York
$271K
GAA
1567
Global Assets Advisory
Florida
$271K
MIA
1568
MeadowBrook Investment Advisors
Michigan
$270K
MIM
1569
Marco Investment Management
Georgia
$270K
RWRC
1570
R.W. Roge & Company
New York
$270K
PCFFS
1571
Pacific Center for Financial Services
California
$268K
DF
1572
Daviman Financial
Indiana
$268K
FG
1573
Fiduciary Group
Georgia
$267K
WRCM
1574
Western Reserve Capital Management
Ohio
$266K
BWM
1575
Briggs Wealth Management
Connecticut
$266K