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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
MF
1626
Manchester Financial
California
$222K
WT
1627
Whittier Trust
California
$222K
LAM
1628
Lewis Asset Management
California
$222K
FWM
1629
Finer Wealth Management
Massachusetts
$221K
GBWM
1630
Granite Bay Wealth Management
New Hampshire
$221K
MCA
1631
Midwest Capital Advisors
Michigan
$220K
DWT
1632
Dorsey & Whitney Trust
South Dakota
$219K
TIM
1633
Total Investment Management
Arizona
$219K
BWP
1634
BSW Wealth Partners
Colorado
$219K
HFS
1635
Heritage Financial Services
Massachusetts
$218K
SOWAS
1636
Silver Oak Wealth Advisors Services
California
$218K
WWMSC
1637
Wagner Wealth Management (South Carolina)
South Carolina
$217K
OWA
1638
Outlook Wealth Advisors
Texas
$216K
GC
1639
Granville Capital
North Carolina
$216K
HG
1640
Harbor Group
New Hampshire
$215K
CCA
1641
Cadent Capital Advisors
Oklahoma
$215K
QWP
1642
Quotient Wealth Partners
Texas
$215K
DA
1643
Drake & Associates
Wisconsin
$214K
PFM
1644
Peak Financial Management
Massachusetts
$214K
RBC
1645
Roble Belko & Company
Pennsylvania
$214K
WS
1646
Wilian Securities
Minnesota
$214K
OAJ
1647
Ogorek Anthony Joseph
New York
$213K
KHCM
1648
Kirtland Hills Capital Management
Ohio
$213K
SFB
1649
STAR Financial Bank
Indiana
$212K
FFBTD
1650
First Financial Bank - Trust Division
Ohio
$209K