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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
FA
1576
Faithward Advisors
Pennsylvania
$248K
TCMP
1577
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K
KA
1578
Klingman & Associates
New York
$247K
ACM
1579
Avos Capital Management
Washington
$247K
WDL
1580
Well Done LLC
Michigan
$247K
PW
1581
PUREfi Wealth
Massachusetts
$247K
TWA
1582
TCI Wealth Advisors
Arizona
$247K
TPA
1583
Trivium Point Advisory
Connecticut
$246K
FFA
1584
Fi3 Financial Advisors
Indiana
$246K
BP
1585
Ballentine Partners
Massachusetts
$246K
MW
1586
MBL Wealth
North Carolina
$244K
PWM
1587
Provident Wealth Management
Tennessee
$244K
SWA
1588
Serenus Wealth Advisors
California
$244K
TFA
1589
Toth Financial Advisory
Virginia
$244K
CG
1590
Clifford Group
Massachusetts
$242K
RGC
1591
Roberts, Glore & Co
Illinois
$242K
EW
1592
Evoke Wealth
California
$242K
TC
1593
TownSquare Capital
Utah
$242K
TCOV
1594
Trust Company of Vermont
Vermont
$242K
HWA
1595
HCR Wealth Advisors
California
$242K
PIP
1596
Peachtree Investment Partners
Florida
$241K
TWM
1597
TCFG Wealth Management
California
$240K
BLC
1598
Brown, Lisle/Cummings
Rhode Island
$240K
WPA
1599
West Paces Advisors
Georgia
$239K
JPWM
1600
Jamison Private Wealth Management
Georgia
$239K