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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
RP
1726
Rice Partnership
Hawaii
$142K
HFS
1727
Hantz Financial Services
Michigan
$140K
CH
1728
CDKV Holdings
Colorado
$140K
GWM
1729
GSB Wealth Management
Connecticut
$137K
MFP
1730
Meramec Financial Planners
Missouri
$136K
WA
1731
Westfuller Advisors
New York
$132K
CVM
1732
Cheviot Value Management
California
$130K
TCM
1733
Tradewinds Capital Management
Washington
$129K
NCM
1734
Northwest Capital Management
Oregon
$123K
RF
1735
Rossby Financial
Florida
$122K
FPF
1736
First Pacific Financial
Washington
$118K
Franklin Resources
1737
Franklin Resources
California
$116K
TAM
1738
Tucker Asset Management
Colorado
$113K
AWA
1739
Acumen Wealth Advisors
Tennessee
$112K
CWM
1740
Copia Wealth Management
Oregon
$111K
LAS
1741
Lloyd Advisory Services
Georgia
$109K
ITIM
1742
Indiana Trust & Investment Management
Indiana
$105K
MCA
1743
McGuire Capital Advisors
Oklahoma
$103K
PWMG
1744
Prestige Wealth Management Group
New Jersey
$102K
PCM
1745
Palouse Capital Management
Washington
$101K
NWM
1746
Navigoe Wealth Management
California
$100K
IF
1747
Integrity Financial
Wyoming
$99.4K
BA
1748
Ballast Advisors
Minnesota
$97.7K
SSG
1749
Summit Securities Group
New York
$93.3K
SC
1750
Solstein Capital
California
$92.4K