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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
WF
1626
WoodTrust Financial
Wisconsin
$228K
ME
1627
McIlrath & Eck
Washington
$226K
BFA
1628
Ballast Financial Advisors
Pennsylvania
$224K
W
1629
WealthCollab
Washington
$224K
FPCG
1630
Forum Private Client Group
Indiana
$222K
TSWM
1631
Triangle Securities Wealth Management
North Carolina
$222K
MF
1632
Manchester Financial
California
$222K
WT
1633
Whittier Trust
California
$222K
LAM
1634
Lewis Asset Management
California
$222K
FWM
1635
Finer Wealth Management
Massachusetts
$221K
GBWM
1636
Granite Bay Wealth Management
New Hampshire
$221K
MCA
1637
Midwest Capital Advisors
Michigan
$220K
DWT
1638
Dorsey & Whitney Trust
South Dakota
$219K
TIM
1639
Total Investment Management
Arizona
$219K
BWP
1640
BSW Wealth Partners
Colorado
$219K
HFS
1641
Heritage Financial Services
Massachusetts
$218K
SOWAS
1642
Silver Oak Wealth Advisors Services
California
$218K
WWMSC
1643
Wagner Wealth Management (South Carolina)
South Carolina
$217K
OWA
1644
Outlook Wealth Advisors
Texas
$216K
GC
1645
Granville Capital
North Carolina
$216K
HG
1646
Harbor Group
New Hampshire
$215K
CCA
1647
Cadent Capital Advisors
Oklahoma
$215K
QWP
1648
Quotient Wealth Partners
Texas
$215K
DA
1649
Drake & Associates
Wisconsin
$214K
PFM
1650
Peak Financial Management
Massachusetts
$214K