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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
IWB
1601
Innovative Wealth Building
Maryland
$237K
CFG
1602
Copley Financial Group
California
$236K
BFG
1603
Birch Financial Group
New Hampshire
$236K
CMP
1604
Coston McIsaac & Partners
Maine
$236K
LRPA
1605
L. Roy Papp & Associates
Arizona
$236K
GI
1606
GAMMA Investing
California
$236K
PCP
1607
Proficio Capital Partners
Massachusetts
$235K
HAC
1608
Harbor Advisory Corp
New Hampshire
$235K
AWA
1609
Argos Wealth Advisors
California
$234K
AIC
1610
Archer Investment Corporation
Indiana
$234K
BHIA
1611
Birch Hill Investment Advisors
Massachusetts
$233K
CPIA
1612
Cornell Pochily Investment Advisors
New York
$232K
LAM
1613
LOM Asset Management
$232K
CBT
1614
Crews Bank & Trust
Florida
$232K
XWL
1615
XXI Wealth LLC
Illinois
$230K
SMG
1616
Smart Money Group
Texas
$230K
WAAG
1617
Wealth Alliance Advisory Group
Kansas
$229K
SPWG
1618
Syntegra Private Wealth Group
Missouri
$228K
HIMC
1619
Heritage Investors Management Corp
Maryland
$228K
WF
1620
WoodTrust Financial
Wisconsin
$228K
ME
1621
McIlrath & Eck
Washington
$226K
BFA
1622
Ballast Financial Advisors
Pennsylvania
$224K
W
1623
WealthCollab
Washington
$224K
FPCG
1624
Forum Private Client Group
Indiana
$222K
TSWM
1625
Triangle Securities Wealth Management
North Carolina
$222K