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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
KCM
1726
Key Capital Management
Tennessee
$83.8K
WWA
1727
Wealth Watch Advisors
Colorado
$82.7K
WCM
1728
Weaver Capital Management
Georgia
$82.4K
MJRIC
1729
Mogy Joel R Investment Counsel
California
$82.3K
AT
1730
Arlington Trust
Alabama
$82.3K
SIC
1731
SJS Investment Consulting
Ohio
$81.9K
APW
1732
Aventura Private Wealth
Florida
$74.3K
HHGA
1733
Halbert Hargrove Global Advisors
California
$71.4K
CFFP
1734
Center for Financial Planning
Michigan
$71.3K
SHIM
1735
Stone House Investment Management
Pennsylvania
$69.1K
SHF
1736
Safe Harbor Fiduciary
Florida
$68.1K
SGK
1737
Steigerwald Gordon & Koch
Virginia
$67K
GEA
1738
Glen Eagle Advisors
New Jersey
$66.8K
GWS
1739
Glassman Wealth Services
Virginia
$66.2K
MAS
1740
MPWM Advisory Solutions
Georgia
$65.2K
RWM
1741
Rialto Wealth Management
New York
$64.2K
EWM
1742
Evermay Wealth Management
Virginia
$61.7K
POIA
1743
Pin Oak Investment Advisors
Texas
$60K
TIM
1744
Thompson Investment Management
Wisconsin
$59.5K
BFS
1745
Beacon Financial Strategies
North Carolina
$58.6K
OFG
1746
Oxford Financial Group
Indiana
$58.6K
C
1747
Covestor
United Kingdom
$58K
PW
1748
Pandora Wealth
Illinois
$57.6K
FCT
1749
First Community Trust
Iowa
$57.5K
SWIM
1750
Smallwood Wealth Investment Management
New Jersey
$56.3K