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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
CB
1751
CNB Bank
Pennsylvania
$49.5K
FCMT
1752
Founders Capital Management (Texas)
Texas
$49.4K
DEM
1753
Disciplined Equity Management
Florida
$48.7K
CIAS
1754
CBIZ Investment Advisory Services
Ohio
$48.1K
GFA
1755
Godfrey Financial Associates
New York
$47.5K
AIP
1756
Ameritas Investment Partners
Nebraska
$45.8K
KSB
1757
Kennebec Savings Bank
Maine
$45.7K
GWSA
1758
Global Wealth Strategies & Associates
Colorado
$45.4K
MBFW
1759
Morton Brown Family Wealth
Pennsylvania
$44.8K
MPW
1760
MASECO Private Wealth
$43.9K
VWWMG
1761
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K
HFS
1762
Hughes Financial Services
Virginia
$41.3K
FFA
1763
Frazier Financial Advisors
Ohio
$41.1K
OA
1764
Operose Advisors
Wisconsin
$41K
T
1765
Transce3nd
Texas
$40.2K
HDIM
1766
Hanson & Doremus Investment Management
Vermont
$40K
MIM
1767
MTM Investment Management
South Carolina
$39K
ICCON
1768
Investment Counsel Company of Nevada
Nevada
$37.5K
TPBG
1769
Turning Point Benefit Group
Maryland
$35.9K
TCM
1770
Triumph Capital Management
Colorado
$35.7K
AA
1771
Addison Advisors
Vermont
$34.9K
NFSG
1772
Newbridge Financial Services Group
Florida
$34.9K
SA
1773
Strategic Advocates
Utah
$33.5K
IA
1774
IFS Advisors
Kansas
$33.5K
CJ
1775
Caitlin John
Michigan
$33.4K