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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
BC
1751
Barrett & Company
Rhode Island
$84.7K
WSFS
1752
Wilmington Savings Fund Society
Delaware
$84.6K
KCM
1753
Key Capital Management
Tennessee
$83.8K
WWA
1754
Wealth Watch Advisors
Colorado
$82.7K
WCM
1755
Weaver Capital Management
Georgia
$82.4K
MJRIC
1756
Mogy Joel R Investment Counsel
California
$82.3K
AT
1757
Arlington Trust
Alabama
$82.3K
SIC
1758
SJS Investment Consulting
Ohio
$81.9K
APW
1759
Aventura Private Wealth
Florida
$74.3K
HHGA
1760
Halbert Hargrove Global Advisors
California
$71.4K
CFFP
1761
Center for Financial Planning
Michigan
$71.3K
SHIM
1762
Stone House Investment Management
Pennsylvania
$69.1K
SHF
1763
Safe Harbor Fiduciary
Florida
$68.1K
SGK
1764
Steigerwald Gordon & Koch
Virginia
$67K
GEA
1765
Glen Eagle Advisors
New Jersey
$66.8K
GWS
1766
Glassman Wealth Services
Virginia
$66.2K
MAS
1767
MPWM Advisory Solutions
Georgia
$65.2K
RWM
1768
Rialto Wealth Management
New York
$64.2K
EWM
1769
Evermay Wealth Management
Virginia
$61.7K
POIA
1770
Pin Oak Investment Advisors
Texas
$60K
TIM
1771
Thompson Investment Management
Wisconsin
$59.5K
BFS
1772
Beacon Financial Strategies
North Carolina
$58.6K
OFG
1773
Oxford Financial Group
Indiana
$58.6K
C
1774
Covestor
United Kingdom
$58K
PW
1775
Pandora Wealth
Illinois
$57.6K