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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
RTL
1751
Red Tortoise LLC
Georgia
$91.2K
CW
1752
Curio Wealth
Maryland
$89.6K
BC
1753
Barrett & Company
Rhode Island
$84.7K
WSFS
1754
Wilmington Savings Fund Society
Delaware
$84.6K
KCM
1755
Key Capital Management
Tennessee
$83.8K
WWA
1756
Wealth Watch Advisors
Colorado
$82.7K
WCM
1757
Weaver Capital Management
Georgia
$82.4K
MJRIC
1758
Mogy Joel R Investment Counsel
California
$82.3K
AT
1759
Arlington Trust
Alabama
$82.3K
SIC
1760
SJS Investment Consulting
Ohio
$81.9K
APW
1761
Aventura Private Wealth
Florida
$74.3K
HHGA
1762
Halbert Hargrove Global Advisors
California
$71.4K
CFFP
1763
Center for Financial Planning
Michigan
$71.3K
SHIM
1764
Stone House Investment Management
Pennsylvania
$69.1K
SHF
1765
Safe Harbor Fiduciary
Florida
$68.1K
SGK
1766
Steigerwald Gordon & Koch
Virginia
$67K
GEA
1767
Glen Eagle Advisors
New Jersey
$66.8K
GWS
1768
Glassman Wealth Services
Virginia
$66.2K
MAS
1769
MPWM Advisory Solutions
Georgia
$65.2K
RWM
1770
Rialto Wealth Management
New York
$64.2K
EWM
1771
Evermay Wealth Management
Virginia
$61.7K
POIA
1772
Pin Oak Investment Advisors
Texas
$60K
TIM
1773
Thompson Investment Management
Wisconsin
$59.5K
BFS
1774
Beacon Financial Strategies
North Carolina
$58.6K
OFG
1775
Oxford Financial Group
Indiana
$58.6K