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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
APW
1726
Aventura Private Wealth
Florida
$74.3K
HHGA
1727
Halbert Hargrove Global Advisors
California
$71.4K
CFFP
1728
Center for Financial Planning
Michigan
$71.3K
SHIM
1729
Stone House Investment Management
Pennsylvania
$69.1K
SHF
1730
Safe Harbor Fiduciary
Florida
$68.1K
SGK
1731
Steigerwald Gordon & Koch
Virginia
$67K
GEA
1732
Glen Eagle Advisors
New Jersey
$66.8K
GWS
1733
Glassman Wealth Services
Virginia
$66.2K
MAS
1734
MPWM Advisory Solutions
Georgia
$65.2K
RWM
1735
Rialto Wealth Management
New York
$64.2K
EWM
1736
Evermay Wealth Management
Virginia
$61.7K
POIA
1737
Pin Oak Investment Advisors
Texas
$60K
TIM
1738
Thompson Investment Management
Wisconsin
$59.5K
BFS
1739
Beacon Financial Strategies
North Carolina
$58.6K
OFG
1740
Oxford Financial Group
Indiana
$58.6K
C
1741
Covestor
United Kingdom
$58K
PW
1742
Pandora Wealth
Illinois
$57.6K
FCT
1743
First Community Trust
Iowa
$57.5K
SWIM
1744
Smallwood Wealth Investment Management
New Jersey
$56.3K
RF
1745
Roxbury Financial
New Jersey
$54.6K
VWM
1746
Valley Wealth Managers
New Jersey
$53.6K
VCM
1747
Versant Capital Management
Arizona
$53K
VDBMI
1748
Van Den Berg Management I
Texas
$52.1K
BFO
1749
Biltmore Family Office
North Carolina
$51.1K
CAIM
1750
Catherine Avery Investment Management
Florida
$49.5K