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Schwab US Dividend Equity ETF

1,869 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 225 funds opening new positions, 726 increasing their positions, 745 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: 745

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
1,869
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
BB
1551
Busey Bank
Illinois
$262K
BP
1552
Broadleaf Partners
Ohio
$262K
FBB
1553
Fulton Breakefield Broenniman
Maryland
$261K
MPM
1554
Meritage Portfolio Management
Kansas
$261K
OC
1555
Oakworth Capital
Alabama
$260K
LTL
1556
Lowery Thomas LLC
California
$259K
DJSG
1557
D.J. St. Germain
Massachusetts
$259K
CCMG
1558
Clark Capital Management Group
Pennsylvania
$258K
AW
1559
Alteri Wealth
California
$258K
DOA
1560
D'Orazio & Associates
Virginia
$257K
AFWM
1561
Arta Finance Wealth Management
California
$257K
NA
1562
Nautilus Advisors
California
$255K
RWM
1563
Ritholtz Wealth Management
New York
$255K
HAM
1564
Harmony Asset Management
Arizona
$253K
CI
1565
CX Institutional
Indiana
$253K
JTWM
1566
Jackson Thornton Wealth Management
Alabama
$253K
FGA
1567
Fortis Group Advisors
New Jersey
$253K
MB
1568
MidFirst Bank
Oklahoma
$251K
TWC
1569
TD Waterhouse Canada
Ontario, Canada
$250K
FA
1570
Faithward Advisors
Pennsylvania
$248K
TCMP
1571
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K
KA
1572
Klingman & Associates
New York
$247K
ACM
1573
Avos Capital Management
Washington
$247K
WDL
1574
Well Done LLC
Michigan
$247K
PW
1575
PUREfi Wealth
Massachusetts
$247K