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Schwab US Dividend Equity ETF

1,869 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 225 funds opening new positions, 726 increasing their positions, 745 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: 726 | Existing positions reduced: 745

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
1,869
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
FPF
1701
First Pacific Financial
Washington
$118K
Franklin Resources
1702
Franklin Resources
California
$116K
TAM
1703
Tucker Asset Management
Colorado
$113K
AWA
1704
Acumen Wealth Advisors
Tennessee
$112K
CWM
1705
Copia Wealth Management
Oregon
$111K
LAS
1706
Lloyd Advisory Services
Georgia
$109K
ITIM
1707
Indiana Trust & Investment Management
Indiana
$105K
MCA
1708
McGuire Capital Advisors
Oklahoma
$103K
PWMG
1709
Prestige Wealth Management Group
New Jersey
$102K
PCM
1710
Palouse Capital Management
Washington
$101K
NWM
1711
Navigoe Wealth Management
California
$100K
IF
1712
Integrity Financial
Wyoming
$99.4K
BA
1713
Ballast Advisors
Minnesota
$97.7K
SSG
1714
Summit Securities Group
New York
$93.3K
SC
1715
Solstein Capital
California
$92.4K
RTL
1716
Red Tortoise LLC
Georgia
$91.2K
CW
1717
Curio Wealth
Maryland
$89.6K
BC
1718
Barrett & Company
Rhode Island
$84.7K
WSFS
1719
Wilmington Savings Fund Society
Delaware
$84.6K
KCM
1720
Key Capital Management
Tennessee
$83.8K
WWA
1721
Wealth Watch Advisors
Colorado
$82.7K
WCM
1722
Weaver Capital Management
Georgia
$82.4K
MJRIC
1723
Mogy Joel R Investment Counsel
California
$82.3K
AT
1724
Arlington Trust
Alabama
$82.3K
SIC
1725
SJS Investment Consulting
Ohio
$81.9K