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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
RF
1751
Roxbury Financial
New Jersey
$54.6K
VWM
1752
Valley Wealth Managers
New Jersey
$53.6K
VCM
1753
Versant Capital Management
Arizona
$53K
VDBMI
1754
Van Den Berg Management I
Texas
$52.1K
BFO
1755
Biltmore Family Office
North Carolina
$51.1K
CAIM
1756
Catherine Avery Investment Management
Florida
$49.5K
CB
1757
CNB Bank
Pennsylvania
$49.5K
FCMT
1758
Founders Capital Management (Texas)
Texas
$49.4K
DEM
1759
Disciplined Equity Management
Florida
$48.7K
CIAS
1760
CBIZ Investment Advisory Services
Ohio
$48.1K
GFA
1761
Godfrey Financial Associates
New York
$47.5K
CFS
1762
Compass Financial Services
Iowa
$47.2K
AIP
1763
Ameritas Investment Partners
Nebraska
$45.8K
KSB
1764
Kennebec Savings Bank
Maine
$45.7K
GWSA
1765
Global Wealth Strategies & Associates
Colorado
$45.4K
MBFW
1766
Morton Brown Family Wealth
Pennsylvania
$44.8K
MPW
1767
MASECO Private Wealth
$43.9K
VWWMG
1768
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K
HFS
1769
Hughes Financial Services
Virginia
$41.3K
FFA
1770
Frazier Financial Advisors
Ohio
$41.1K
OA
1771
Operose Advisors
Wisconsin
$41K
T
1772
Transce3nd
Texas
$40.2K
HDIM
1773
Hanson & Doremus Investment Management
Vermont
$40K
MIM
1774
MTM Investment Management
South Carolina
$39K
ICCON
1775
Investment Counsel Company of Nevada
Nevada
$37.5K