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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
EWA
151
Exencial Wealth Advisors
Oklahoma
$20.8M
PA
152
PFG Advisors
Arizona
$20.5M
AP
153
Advisors Preferred
Maryland
$20.4M
TPCW
154
TD Private Client Wealth
New York
$20.4M
RW
155
Regimen Wealth
Georgia
$19.9M
CRC
156
Curi RMB Capital
Illinois
$19.9M
BMWS
157
Brady Martz Wealth Solutions
North Dakota
$19.8M
PCG
158
Prosperity Consulting Group
Maryland
$19.5M
VVP
159
Venture Visionary Partners
Ohio
$19.5M
EF
160
Elite Financial
Idaho
$19.4M
WFPG
161
Waller Financial Planning Group
Ohio
$19.4M
RCM
162
Richardson Capital Management
Wisconsin
$19.4M
LEA
163
Legacy Edge Advisors
New York
$19.2M
DI
164
DAGCO Inc
Ohio
$19.1M
ET
165
Equitable Trust
Tennessee
$19.1M
SWGC
166
Summit Wealth Group (Colorado)
Colorado
$19.1M
SEP
167
Southland Equity Partners
Missouri
$19M
OIA
168
OneDigital Investment Advisors
Kansas
$18.9M
PSIWM
169
Paradigm Strategies in Wealth Management
Minnesota
$18.8M
AOWM
170
Asset One Wealth Management
Washington
$18.8M
KBFS
171
Kohmann Bosshard Financial Services
Ohio
$18.8M
MT
172
Midwest Trust
Kansas
$18.8M
MOS
173
MGO One Seven
Ohio
$18.7M
GLLW
174
Graves Light Lenhart Wealth
Virginia
$18.5M
AAS
175
Asset Allocation Strategies
Michigan
$18.4M