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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
CH
1726
CDKV Holdings
Colorado
$140K
GWM
1727
GSB Wealth Management
Connecticut
$137K
MFP
1728
Meramec Financial Planners
Missouri
$136K
WA
1729
Westfuller Advisors
New York
$132K
CVM
1730
Cheviot Value Management
California
$130K
TCM
1731
Tradewinds Capital Management
Washington
$129K
NCM
1732
Northwest Capital Management
Oregon
$123K
RF
1733
Rossby Financial
Florida
$122K
FPF
1734
First Pacific Financial
Washington
$118K
Franklin Resources
1735
Franklin Resources
California
$116K
TAM
1736
Tucker Asset Management
Colorado
$113K
AWA
1737
Acumen Wealth Advisors
Tennessee
$112K
CWM
1738
Copia Wealth Management
Oregon
$111K
LAS
1739
Lloyd Advisory Services
Georgia
$109K
ITIM
1740
Indiana Trust & Investment Management
Indiana
$105K
MCA
1741
McGuire Capital Advisors
Oklahoma
$103K
PWMG
1742
Prestige Wealth Management Group
New Jersey
$102K
PCM
1743
Palouse Capital Management
Washington
$101K
NWM
1744
Navigoe Wealth Management
California
$100K
IF
1745
Integrity Financial
Wyoming
$99.4K
BA
1746
Ballast Advisors
Minnesota
$97.7K
SSG
1747
Summit Securities Group
New York
$93.3K
SC
1748
Solstein Capital
California
$92.4K
RTL
1749
Red Tortoise LLC
Georgia
$91.2K
CW
1750
Curio Wealth
Maryland
$89.6K