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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
FCT
1776
First Community Trust
Iowa
$57.5K
SWIM
1777
Smallwood Wealth Investment Management
New Jersey
$56.3K
RF
1778
Roxbury Financial
New Jersey
$54.6K
VWM
1779
Valley Wealth Managers
New Jersey
$53.6K
VCM
1780
Versant Capital Management
Arizona
$53K
VDBMI
1781
Van Den Berg Management I
Texas
$52.1K
BFO
1782
Biltmore Family Office
North Carolina
$51.1K
CAIM
1783
Catherine Avery Investment Management
Florida
$49.5K
CB
1784
CNB Bank
Pennsylvania
$49.5K
FCMT
1785
Founders Capital Management (Texas)
Texas
$49.4K
DEM
1786
Disciplined Equity Management
Florida
$48.7K
CIAS
1787
CBIZ Investment Advisory Services
Ohio
$48.1K
GFA
1788
Godfrey Financial Associates
New York
$47.5K
CFS
1789
Compass Financial Services
Iowa
$47.2K
AIP
1790
Ameritas Investment Partners
Nebraska
$45.8K
KSB
1791
Kennebec Savings Bank
Maine
$45.7K
GWSA
1792
Global Wealth Strategies & Associates
Colorado
$45.4K
MBFW
1793
Morton Brown Family Wealth
Pennsylvania
$44.8K
EPGL
1794
Estate Planners Group, LLC
Pennsylvania
$44.4K
MPW
1795
MASECO Private Wealth
$43.9K
VWWMG
1796
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K
HFS
1797
Hughes Financial Services
Virginia
$41.3K
FFA
1798
Frazier Financial Advisors
Ohio
$41.1K
OA
1799
Operose Advisors
Wisconsin
$41K
T
1800
Transce3nd
Texas
$40.2K