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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
OA
1801
Operose Advisors
Wisconsin
$41K
T
1802
Transce3nd
Texas
$40.2K
HDIM
1803
Hanson & Doremus Investment Management
Vermont
$40K
MIM
1804
MTM Investment Management
South Carolina
$39K
ICCON
1805
Investment Counsel Company of Nevada
Nevada
$37.5K
TPBG
1806
Turning Point Benefit Group
Maryland
$35.9K
TCM
1807
Triumph Capital Management
Colorado
$35.7K
AA
1808
Addison Advisors
Vermont
$34.9K
NFSG
1809
Newbridge Financial Services Group
Florida
$34.9K
SA
1810
Strategic Advocates
Utah
$33.5K
IA
1811
IFS Advisors
Kansas
$33.5K
CJ
1812
Caitlin John
Michigan
$33.4K
MLA
1813
MB, Levis & Associates
Pennsylvania
$31.1K
KFP
1814
Kerr Financial Planning
California
$31K
AF
1815
Alerus Financial
North Dakota
$30.9K
DWS
1816
Dynamic Wealth Strategies
California
$28.9K
FFO
1817
Fortitude Family Office
Arizona
$28.8K
FMB
1818
Field & Main Bank
Kentucky
$28.8K
MG
1819
MilWealth Group
Wisconsin
$27.2K
HFS
1820
Horizon Financial Services
North Carolina
$27.1K
RDFA
1821
Ritter Daniher Financial Advisory
Ohio
$26.7K
AIA
1822
Aventus Investment Advisors
Florida
$26.3K
KG
1823
Kilter Group
New York
$26K
SRCM
1824
Signature Resources Capital Management
California
$25.5K
MTI
1825
Merrithew & Thorsten Inc
California
$25K