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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
PA
151
PFG Advisors
Arizona
$20.5M
AP
152
Advisors Preferred
Maryland
$20.4M
TPCW
153
TD Private Client Wealth
New York
$20.4M
RW
154
Regimen Wealth
Georgia
$19.9M
CRC
155
Curi RMB Capital
Illinois
$19.9M
BMWS
156
Brady Martz Wealth Solutions
North Dakota
$19.8M
PCG
157
Prosperity Consulting Group
Maryland
$19.5M
VVP
158
Venture Visionary Partners
Ohio
$19.5M
EF
159
Elite Financial
Idaho
$19.4M
WFPG
160
Waller Financial Planning Group
Ohio
$19.4M
RCM
161
Richardson Capital Management
Wisconsin
$19.4M
LEA
162
Legacy Edge Advisors
New York
$19.2M
DI
163
DAGCO Inc
Ohio
$19.1M
ET
164
Equitable Trust
Tennessee
$19.1M
SWGC
165
Summit Wealth Group (Colorado)
Colorado
$19.1M
SEP
166
Southland Equity Partners
Missouri
$19M
OIA
167
OneDigital Investment Advisors
Kansas
$18.9M
PSIWM
168
Paradigm Strategies in Wealth Management
Minnesota
$18.8M
AOWM
169
Asset One Wealth Management
Washington
$18.8M
KBFS
170
Kohmann Bosshard Financial Services
Ohio
$18.8M
MT
171
Midwest Trust
Kansas
$18.8M
MOS
172
MGO One Seven
Ohio
$18.7M
GLLW
173
Graves Light Lenhart Wealth
Virginia
$18.5M
AAS
174
Asset Allocation Strategies
Michigan
$18.4M
GWM
175
Global Wealth Management
New Jersey
$18.3M