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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
C
1776
Covestor
United Kingdom
$58K
PW
1777
Pandora Wealth
Illinois
$57.6K
FCT
1778
First Community Trust
Iowa
$57.5K
SWIM
1779
Smallwood Wealth Investment Management
New Jersey
$56.3K
RF
1780
Roxbury Financial
New Jersey
$54.6K
VWM
1781
Valley Wealth Managers
New Jersey
$53.6K
VCM
1782
Versant Capital Management
Arizona
$53K
VDBMI
1783
Van Den Berg Management I
Texas
$52.1K
BFO
1784
Biltmore Family Office
North Carolina
$51.1K
CAIM
1785
Catherine Avery Investment Management
Florida
$49.5K
CB
1786
CNB Bank
Pennsylvania
$49.5K
FCMT
1787
Founders Capital Management (Texas)
Texas
$49.4K
DEM
1788
Disciplined Equity Management
Florida
$48.7K
CIAS
1789
CBIZ Investment Advisory Services
Ohio
$48.1K
GFA
1790
Godfrey Financial Associates
New York
$47.5K
CFS
1791
Compass Financial Services
Iowa
$47.2K
AIP
1792
Ameritas Investment Partners
Nebraska
$45.8K
KSB
1793
Kennebec Savings Bank
Maine
$45.7K
GWSA
1794
Global Wealth Strategies & Associates
Colorado
$45.4K
MBFW
1795
Morton Brown Family Wealth
Pennsylvania
$44.8K
EPGL
1796
Estate Planners Group, LLC
Pennsylvania
$44.4K
MPW
1797
MASECO Private Wealth
$43.9K
VWWMG
1798
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K
HFS
1799
Hughes Financial Services
Virginia
$41.3K
FFA
1800
Frazier Financial Advisors
Ohio
$41.1K