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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
TPBG
1776
Turning Point Benefit Group
Maryland
$35.9K
TCM
1777
Triumph Capital Management
Colorado
$35.7K
AA
1778
Addison Advisors
Vermont
$34.9K
NFSG
1779
Newbridge Financial Services Group
Florida
$34.9K
SA
1780
Strategic Advocates
Utah
$33.5K
IA
1781
IFS Advisors
Kansas
$33.5K
CJ
1782
Caitlin John
Michigan
$33.4K
MLA
1783
MB, Levis & Associates
Pennsylvania
$31.1K
KFP
1784
Kerr Financial Planning
California
$31K
AF
1785
Alerus Financial
North Dakota
$30.9K
DWS
1786
Dynamic Wealth Strategies
California
$28.9K
FFO
1787
Fortitude Family Office
Arizona
$28.8K
FMB
1788
Field & Main Bank
Kentucky
$28.8K
MG
1789
MilWealth Group
Wisconsin
$27.2K
HFS
1790
Horizon Financial Services
North Carolina
$27.1K
RDFA
1791
Ritter Daniher Financial Advisory
Ohio
$26.7K
AIA
1792
Aventus Investment Advisors
Florida
$26.3K
KG
1793
Kilter Group
New York
$26K
SRCM
1794
Signature Resources Capital Management
California
$25.5K
MTI
1795
Merrithew & Thorsten Inc
California
$25K
MHIP
1796
Mountain Hill Investment Partners
New Jersey
$24.7K
EW
1797
Elyxium Wealth
California
$23K
ISWM
1798
Intesa Sanpaolo Wealth Management
$23K
HWA
1799
Heritage Wealth Advisors
Virginia
$22.8K
PFM
1800
Phillips Financial Management
Indiana
$22.3K