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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,908
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
MB
1601
MidFirst Bank
Oklahoma
$251K
TWC
1602
TD Waterhouse Canada
Ontario, Canada
$250K
FA
1603
Faithward Advisors
Pennsylvania
$248K
TCMP
1604
Thrive Capital Management (Pennsylvania)
Pennsylvania
$248K
KA
1605
Klingman & Associates
New York
$247K
ACM
1606
Avos Capital Management
Washington
$247K
WDL
1607
Well Done LLC
Michigan
$247K
PW
1608
PUREfi Wealth
Massachusetts
$247K
TWA
1609
TCI Wealth Advisors
Arizona
$247K
TPA
1610
Trivium Point Advisory
Connecticut
$246K
FFA
1611
Fi3 Financial Advisors
Indiana
$246K
BP
1612
Ballentine Partners
Massachusetts
$246K
MW
1613
MBL Wealth
North Carolina
$244K
PWM
1614
Provident Wealth Management
Tennessee
$244K
HICL
1615
Hamrick Investment Counsel, llc
Washington
$244K
SWA
1616
Serenus Wealth Advisors
California
$244K
TFA
1617
Toth Financial Advisory
Virginia
$244K
CG
1618
Clifford Group
Massachusetts
$242K
RGC
1619
Roberts, Glore & Co
Illinois
$242K
EW
1620
Evoke Wealth
California
$242K
TC
1621
TownSquare Capital
Utah
$242K
TCOV
1622
Trust Company of Vermont
Vermont
$242K
HWA
1623
HCR Wealth Advisors
California
$242K
PIP
1624
Peachtree Investment Partners
Florida
$241K
TWM
1625
TCFG Wealth Management
California
$240K