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Schwab US Dividend Equity ETF

1,869 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 225 funds opening new positions, 726 increasing their positions, 745 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: 726 | Existing positions reduced: 745

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
1,869
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
SMA
1801
Sage Mountain Advisors
Georgia
$18.1K
NECFA
1802
New England Capital Financial Advisors
Connecticut
$17.5K
NRG
1803
Nemes Rush Group
Michigan
$17.2K
QA
1804
Quattro Advisors
Pennsylvania
$15.7K
WAG
1805
Windsor Advisory Group
Ohio
$15.6K
TVWM
1806
Tower View Wealth Management
Wisconsin
$15.3K
ACA
1807
Atlas Capital Advisors
Wyoming
$14.1K
QC
1808
Quent Capital
New York
$13.7K
TF
1809
Tompkins Financial
New York
$13K
HNW
1810
High Note Wealth
Minnesota
$12.4K
CT
1811
Coastline Trust
Rhode Island
$12.3K
BHWM
1812
Beaird Harris Wealth Management
Texas
$12K
VWA
1813
VSM Wealth Advisory
Maryland
$12K
HCM
1814
Hollencrest Capital Management
California
$11.7K
TC
1815
Truvestments Capital
Florida
$10.7K
FG
1816
Fairman Group
Pennsylvania
$10.6K
MSWM
1817
Mowery & Schoenfeld Wealth Management
Illinois
$9.42K
PWAM
1818
Private Wealth Asset Management
Iowa
$9.3K
GWS
1819
Greykasell Wealth Strategies
California
$9.15K
CFM
1820
Cornerstone Financial Management
Massachusetts
$9.05K
VFM
1821
Vision Financial Markets
Connecticut
$8.91K
LB
1822
Legacy Bridge
Iowa
$8.23K
NWMP
1823
Noble Wealth Management PBC
Colorado
$8.23K
CFO
1824
Cambient Family Office
Michigan
$8.23K
FIA
1825
FNY Investment Advisers
New York
$8K