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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
PFM
1676
Peak Financial Management
Massachusetts
$214K
RBC
1677
Roble Belko & Company
Pennsylvania
$214K
WS
1678
Wilian Securities
Minnesota
$214K
OAJ
1679
Ogorek Anthony Joseph
New York
$213K
KHCM
1680
Kirtland Hills Capital Management
Ohio
$213K
SFB
1681
STAR Financial Bank
Indiana
$212K
FFBTD
1682
First Financial Bank - Trust Division
Ohio
$209K
FFG
1683
Fiduciary Financial Group
California
$209K
AWM
1684
Aberdeen Wealth Management
Illinois
$209K
SFG
1685
Synergy Financial Group
California
$209K
PHAM
1686
Palisades Hudson Asset Management
Florida
$208K
ABTD
1687
Arvest Bank Trust Division
Oklahoma
$208K
GAM
1688
GEM Asset Management
Michigan
$207K
LCM
1689
Lazari Capital Management
California
$207K
SEEDPG
1690
S.E.E.D. Planning Group
New York
$206K
ARA
1691
Approach Retirement Advisors
Alabama
$206K
FCMA
1692
Foresight Capital Management Advisors
Michigan
$206K
CP
1693
Canopy Partners
Ohio
$205K
RSWA
1694
Robinson Smith Wealth Advisors
Maine
$204K
NG
1695
Norden Group
Utah
$204K
WIM
1696
Westside Investment Management
California
$204K
OC
1697
Opal Capital
Florida
$203K
FWP
1698
Firethorn Wealth Partners
Georgia
$202K
CIS
1699
Continental Investors Services
Washington
$202K
FFS
1700
Flavin Financial Services
Florida
$201K