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Schwab US Dividend Equity ETF

1,876 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, 727 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: 727 | Existing positions reduced: 748

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
1,876
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
TLP
1551
Trinity Legacy Partners
Texas
$265K
JBA
1552
Johnson Bixby & Associates
Washington
$264K
ECM
1553
EagleClaw Capital Management
Massachusetts
$264K
UB
1554
UMB Bank
Missouri
$263K
VCM
1555
Virtue Capital Management
Tennessee
$262K
BB
1556
Busey Bank
Illinois
$262K
BP
1557
Broadleaf Partners
Ohio
$262K
FBB
1558
Fulton Breakefield Broenniman
Maryland
$261K
MPM
1559
Meritage Portfolio Management
Kansas
$261K
OC
1560
Oakworth Capital
Alabama
$260K
LTL
1561
Lowery Thomas LLC
California
$259K
DJSG
1562
D.J. St. Germain
Massachusetts
$259K
CCMG
1563
Clark Capital Management Group
Pennsylvania
$258K
AW
1564
Alteri Wealth
California
$258K
DOA
1565
D'Orazio & Associates
Virginia
$257K
AFWM
1566
Arta Finance Wealth Management
California
$257K
NA
1567
Nautilus Advisors
California
$255K
RWM
1568
Ritholtz Wealth Management
New York
$255K
BCL
1569
BDFS Capital LLC
Delaware
$254K
HAM
1570
Harmony Asset Management
Arizona
$253K
CI
1571
CX Institutional
Indiana
$253K
JTWM
1572
Jackson Thornton Wealth Management
Alabama
$253K
FGA
1573
Fortis Group Advisors
New Jersey
$253K
MB
1574
MidFirst Bank
Oklahoma
$251K
TWC
1575
TD Waterhouse Canada
Ontario, Canada
$250K