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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
TWA
1576
TCI Wealth Advisors
Arizona
$247K
TPA
1577
Trivium Point Advisory
Connecticut
$246K
FFA
1578
Fi3 Financial Advisors
Indiana
$246K
BP
1579
Ballentine Partners
Massachusetts
$246K
MW
1580
MBL Wealth
North Carolina
$244K
PWM
1581
Provident Wealth Management
Tennessee
$244K
SWA
1582
Serenus Wealth Advisors
California
$244K
TFA
1583
Toth Financial Advisory
Virginia
$244K
CG
1584
Clifford Group
Massachusetts
$242K
RGC
1585
Roberts, Glore & Co
Illinois
$242K
EW
1586
Evoke Wealth
California
$242K
TC
1587
TownSquare Capital
Utah
$242K
TCOV
1588
Trust Company of Vermont
Vermont
$242K
HWA
1589
HCR Wealth Advisors
California
$242K
PIP
1590
Peachtree Investment Partners
Florida
$241K
TWM
1591
TCFG Wealth Management
California
$240K
BLC
1592
Brown, Lisle/Cummings
Rhode Island
$240K
WPA
1593
West Paces Advisors
Georgia
$239K
JPWM
1594
Jamison Private Wealth Management
Georgia
$239K
Qube Research & Technologies (QRT)
1595
Qube Research & Technologies (QRT)
United Kingdom
$239K
CWM
1596
ClientFirst Wealth Management
Arkansas
$239K
QPWM
1597
Quadrant Private Wealth Management
Pennsylvania
$238K
EB
1598
Emprise Bank
Kansas
$238K
HWA
1599
HMV Wealth Advisors
Louisiana
$238K
HA
1600
Harfst & Associates
Wyoming
$237K