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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
SIC
1551
Samalin Investment Counsel
New York
$280K
DWA
1552
Davis Wealth Advisors
New Hampshire
$280K
CAG
1553
Centerpoint Advisory Group
Kansas
$279K
FSWA
1554
Financial Synergies Wealth Advisors
Texas
$278K
FFG
1555
Fortune Financial Group
Florida
$277K
SKK
1556
Shepherd Kaplan Krochuk
Massachusetts
$277K
SC
1557
Scholtz & Company
Connecticut
$277K
IAG
1558
Investmark Advisory Group
Connecticut
$275K
Legacy Financial Group (Iowa)
1559
Legacy Financial Group (Iowa)
Iowa
$273K
HT
1560
Heritage Trust
Oklahoma
$272K
WDC
1561
Woodward Diversified Capital
California
$272K
WWM
1562
Wolff Wiese Magana
California
$272K
CP
1563
Clarendon Private
Massachusetts
$271K
EFMC
1564
Empire Financial Management Company
New York
$271K
GAA
1565
Global Assets Advisory
Florida
$271K
MIA
1566
MeadowBrook Investment Advisors
Michigan
$270K
MIM
1567
Marco Investment Management
Georgia
$270K
RWRC
1568
R.W. Roge & Company
New York
$270K
PCFFS
1569
Pacific Center for Financial Services
California
$268K
DF
1570
Daviman Financial
Indiana
$268K
FG
1571
Fiduciary Group
Georgia
$267K
WRCM
1572
Western Reserve Capital Management
Ohio
$266K
BWM
1573
Briggs Wealth Management
Connecticut
$266K
FFC
1574
Frederick Financial Consultants
Maryland
$266K
TLP
1575
Trinity Legacy Partners
Texas
$265K