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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
JPWM
1626
Jamison Private Wealth Management
Georgia
$239K
Qube Research & Technologies (QRT)
1627
Qube Research & Technologies (QRT)
United Kingdom
$239K
CWM
1628
ClientFirst Wealth Management
Arkansas
$239K
QPWM
1629
Quadrant Private Wealth Management
Pennsylvania
$238K
EB
1630
Emprise Bank
Kansas
$238K
HWA
1631
HMV Wealth Advisors
Louisiana
$238K
HA
1632
Harfst & Associates
Wyoming
$237K
IWB
1633
Innovative Wealth Building
Maryland
$237K
CFG
1634
Copley Financial Group
California
$236K
BFG
1635
Birch Financial Group
New Hampshire
$236K
CMP
1636
Coston McIsaac & Partners
Maine
$236K
LRPA
1637
L. Roy Papp & Associates
Arizona
$236K
GI
1638
GAMMA Investing
California
$236K
PCP
1639
Proficio Capital Partners
Massachusetts
$235K
HAC
1640
Harbor Advisory Corp
New Hampshire
$235K
AWA
1641
Argos Wealth Advisors
California
$234K
AIC
1642
Archer Investment Corporation
Indiana
$234K
BHIA
1643
Birch Hill Investment Advisors
Massachusetts
$233K
CPIA
1644
Cornell Pochily Investment Advisors
New York
$232K
LAM
1645
LOM Asset Management
$232K
CBT
1646
Crews Bank & Trust
Florida
$232K
XWL
1647
XXI Wealth LLC
Illinois
$230K
SMG
1648
Smart Money Group
Texas
$230K
WAAG
1649
Wealth Alliance Advisory Group
Kansas
$229K
SPWG
1650
Syntegra Private Wealth Group
Missouri
$228K