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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
FFG
1651
Fiduciary Financial Group
California
$209K
AWM
1652
Aberdeen Wealth Management
Illinois
$209K
SFG
1653
Synergy Financial Group
California
$209K
PHAM
1654
Palisades Hudson Asset Management
Florida
$208K
ABTD
1655
Arvest Bank Trust Division
Oklahoma
$208K
GAM
1656
GEM Asset Management
Michigan
$207K
LCM
1657
Lazari Capital Management
California
$207K
SEEDPG
1658
S.E.E.D. Planning Group
New York
$206K
ARA
1659
Approach Retirement Advisors
Alabama
$206K
FCMA
1660
Foresight Capital Management Advisors
Michigan
$206K
CP
1661
Canopy Partners
Ohio
$205K
RSWA
1662
Robinson Smith Wealth Advisors
Maine
$204K
NG
1663
Norden Group
Utah
$204K
WIM
1664
Westside Investment Management
California
$204K
OC
1665
Opal Capital
Florida
$203K
FWP
1666
Firethorn Wealth Partners
Georgia
$202K
CIS
1667
Continental Investors Services
Washington
$202K
FFS
1668
Flavin Financial Services
Florida
$201K
QP
1669
Quartz Partners
New York
$201K
PBO
1670
Peoples Bank (Ohio)
Ohio
$200K
HWM
1671
HighMark Wealth Management
Minnesota
$200K
FA
1672
Fountainhead AM
New Jersey
$194K
Kayne Anderson Rudnick Investment Management
1673
Kayne Anderson Rudnick Investment Management
California
$193K
AAG
1674
Accordant Advisory Group
Maryland
$192K
FDCDDQ
1675
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K