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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
QWP
1676
Quotient Wealth Partners
Texas
$215K
DA
1677
Drake & Associates
Wisconsin
$214K
PFM
1678
Peak Financial Management
Massachusetts
$214K
RBC
1679
Roble Belko & Company
Pennsylvania
$214K
WS
1680
Wilian Securities
Minnesota
$214K
OAJ
1681
Ogorek Anthony Joseph
New York
$213K
KHCM
1682
Kirtland Hills Capital Management
Ohio
$213K
SFB
1683
STAR Financial Bank
Indiana
$212K
FFBTD
1684
First Financial Bank - Trust Division
Ohio
$209K
FFG
1685
Fiduciary Financial Group
California
$209K
AWM
1686
Aberdeen Wealth Management
Illinois
$209K
SFG
1687
Synergy Financial Group
California
$209K
PHAM
1688
Palisades Hudson Asset Management
Florida
$208K
ABTD
1689
Arvest Bank Trust Division
Oklahoma
$208K
GAM
1690
GEM Asset Management
Michigan
$207K
LCM
1691
Lazari Capital Management
California
$207K
SEEDPG
1692
S.E.E.D. Planning Group
New York
$206K
ARA
1693
Approach Retirement Advisors
Alabama
$206K
FCMA
1694
Foresight Capital Management Advisors
Michigan
$206K
CP
1695
Canopy Partners
Ohio
$205K
RSWA
1696
Robinson Smith Wealth Advisors
Maine
$204K
NG
1697
Norden Group
Utah
$204K
WIM
1698
Westside Investment Management
California
$204K
OC
1699
Opal Capital
Florida
$203K
FWP
1700
Firethorn Wealth Partners
Georgia
$202K