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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
CSB
1801
City State Bank
Iowa
$22.2K
MFT
1802
Moisand Fitzgerald Tamayo
Florida
$21.7K
JGIA
1803
Jackson Grant Investment Advisers
Connecticut
$21.1K
GAMC
1804
Garner Asset Management Corp
Texas
$20.6K
WPA
1805
Wealth Preservation Advisors
Tennessee
$20.5K
P
1806
Palladiem
Pennsylvania
$19.1K
FDW
1807
Fourth Dimension Wealth
Ohio
$18.8K
SMA
1808
Sage Mountain Advisors
Georgia
$18.1K
NECFA
1809
New England Capital Financial Advisors
Connecticut
$17.5K
NRG
1810
Nemes Rush Group
Michigan
$17.2K
QA
1811
Quattro Advisors
Pennsylvania
$15.7K
WAG
1812
Windsor Advisory Group
Ohio
$15.6K
TVWM
1813
Tower View Wealth Management
Wisconsin
$15.3K
ACA
1814
Atlas Capital Advisors
Wyoming
$14.1K
QC
1815
Quent Capital
New York
$13.7K
TF
1816
Tompkins Financial
New York
$13K
HNW
1817
High Note Wealth
Minnesota
$12.4K
CT
1818
Coastline Trust
Rhode Island
$12.3K
BHWM
1819
Beaird Harris Wealth Management
Texas
$12K
VWA
1820
VSM Wealth Advisory
Maryland
$12K
HCM
1821
Hollencrest Capital Management
California
$11.7K
TC
1822
Truvestments Capital
Florida
$10.7K
FG
1823
Fairman Group
Pennsylvania
$10.6K
MSWM
1824
Mowery & Schoenfeld Wealth Management
Illinois
$9.42K
PWAM
1825
Private Wealth Asset Management
Iowa
$9.3K