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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
CIS
1701
Continental Investors Services
Washington
$202K
FFS
1702
Flavin Financial Services
Florida
$201K
QP
1703
Quartz Partners
New York
$201K
PBO
1704
Peoples Bank (Ohio)
Ohio
$200K
HWM
1705
HighMark Wealth Management
Minnesota
$200K
FA
1706
Fountainhead AM
New Jersey
$194K
Kayne Anderson Rudnick Investment Management
1707
Kayne Anderson Rudnick Investment Management
California
$193K
AAG
1708
Accordant Advisory Group
Maryland
$192K
FDCDDQ
1709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K
LGWM
1710
Litman Gregory Wealth Management
California
$191K
AWM
1711
Activest Wealth Management
Florida
$191K
HPC
1712
HM Payson & Co
Maine
$189K
IIM
1713
IFC & Insurance Marketing
California
$189K
DF
1714
Dunhill Financial
United Kingdom
$188K
HI
1715
Hendershot Investments
Virginia
$185K
MCA
1716
Maryland Capital Advisors
Maryland
$181K
AWM
1717
Abound Wealth Management
Tennessee
$171K
CFD
1718
Creative Financial Designs
Indiana
$169K
JWA
1719
JFS Wealth Advisors
Pennsylvania
$164K
DF
1720
DecisionPoint Financial
Arizona
$161K
EAM
1721
Empirical Asset Management
Massachusetts
$157K
UCB
1722
United Community Bank
South Carolina
$155K
WFA
1723
West Financial Advisors
Iowa
$155K
B
1724
Bayban
Minnesota
$148K
TSMHT
1725
Thurston Springer Miller Herd & Titak
Indiana
$146K