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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
PBO
1676
Peoples Bank (Ohio)
Ohio
$200K
HWM
1677
HighMark Wealth Management
Minnesota
$200K
FA
1678
Fountainhead AM
New Jersey
$194K
Kayne Anderson Rudnick Investment Management
1679
Kayne Anderson Rudnick Investment Management
California
$193K
AAG
1680
Accordant Advisory Group
Maryland
$192K
FDCDDQ
1681
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K
LGWM
1682
Litman Gregory Wealth Management
California
$191K
AWM
1683
Activest Wealth Management
Florida
$191K
HPC
1684
HM Payson & Co
Maine
$189K
IIM
1685
IFC & Insurance Marketing
California
$189K
DF
1686
Dunhill Financial
United Kingdom
$188K
HI
1687
Hendershot Investments
Virginia
$185K
MCA
1688
Maryland Capital Advisors
Maryland
$181K
AWM
1689
Abound Wealth Management
Tennessee
$171K
CFD
1690
Creative Financial Designs
Indiana
$169K
JWA
1691
JFS Wealth Advisors
Pennsylvania
$164K
DF
1692
DecisionPoint Financial
Arizona
$161K
EAM
1693
Empirical Asset Management
Massachusetts
$157K
UCB
1694
United Community Bank
South Carolina
$155K
WFA
1695
West Financial Advisors
Iowa
$155K
TSMHT
1696
Thurston Springer Miller Herd & Titak
Indiana
$146K
RP
1697
Rice Partnership
Hawaii
$142K
HFS
1698
Hantz Financial Services
Michigan
$140K
CH
1699
CDKV Holdings
Colorado
$140K
GWM
1700
GSB Wealth Management
Connecticut
$137K