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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
BLC
1626
Brown, Lisle/Cummings
Rhode Island
$240K
WPA
1627
West Paces Advisors
Georgia
$239K
JPWM
1628
Jamison Private Wealth Management
Georgia
$239K
Qube Research & Technologies (QRT)
1629
Qube Research & Technologies (QRT)
United Kingdom
$239K
CWM
1630
ClientFirst Wealth Management
Arkansas
$239K
QPWM
1631
Quadrant Private Wealth Management
Pennsylvania
$238K
EB
1632
Emprise Bank
Kansas
$238K
HWA
1633
HMV Wealth Advisors
Louisiana
$238K
HA
1634
Harfst & Associates
Wyoming
$237K
IWB
1635
Innovative Wealth Building
Maryland
$237K
CFG
1636
Copley Financial Group
California
$236K
BFG
1637
Birch Financial Group
New Hampshire
$236K
CMP
1638
Coston McIsaac & Partners
Maine
$236K
LRPA
1639
L. Roy Papp & Associates
Arizona
$236K
GI
1640
GAMMA Investing
California
$236K
PCP
1641
Proficio Capital Partners
Massachusetts
$235K
HAC
1642
Harbor Advisory Corp
New Hampshire
$235K
AWA
1643
Argos Wealth Advisors
California
$234K
AIC
1644
Archer Investment Corporation
Indiana
$234K
BHIA
1645
Birch Hill Investment Advisors
Massachusetts
$233K
CPIA
1646
Cornell Pochily Investment Advisors
New York
$232K
LAM
1647
LOM Asset Management
$232K
CBT
1648
Crews Bank & Trust
Florida
$232K
XWL
1649
XXI Wealth LLC
Illinois
$230K
SMG
1650
Smart Money Group
Texas
$230K