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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
MFP
1701
Meramec Financial Planners
Missouri
$136K
WA
1702
Westfuller Advisors
New York
$132K
CVM
1703
Cheviot Value Management
California
$130K
TCM
1704
Tradewinds Capital Management
Washington
$129K
NCM
1705
Northwest Capital Management
Oregon
$123K
RF
1706
Rossby Financial
Florida
$122K
FPF
1707
First Pacific Financial
Washington
$118K
Franklin Resources
1708
Franklin Resources
California
$116K
TAM
1709
Tucker Asset Management
Colorado
$113K
AWA
1710
Acumen Wealth Advisors
Tennessee
$112K
CWM
1711
Copia Wealth Management
Oregon
$111K
LAS
1712
Lloyd Advisory Services
Georgia
$109K
ITIM
1713
Indiana Trust & Investment Management
Indiana
$105K
MCA
1714
McGuire Capital Advisors
Oklahoma
$103K
PWMG
1715
Prestige Wealth Management Group
New Jersey
$102K
PCM
1716
Palouse Capital Management
Washington
$101K
NWM
1717
Navigoe Wealth Management
California
$100K
IF
1718
Integrity Financial
Wyoming
$99.4K
BA
1719
Ballast Advisors
Minnesota
$97.7K
SSG
1720
Summit Securities Group
New York
$93.3K
SC
1721
Solstein Capital
California
$92.4K
RTL
1722
Red Tortoise LLC
Georgia
$91.2K
CW
1723
Curio Wealth
Maryland
$89.6K
BC
1724
Barrett & Company
Rhode Island
$84.7K
WSFS
1725
Wilmington Savings Fund Society
Delaware
$84.6K