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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
GWS
1826
Greykasell Wealth Strategies
California
$9.15K
CFM
1827
Cornerstone Financial Management
Massachusetts
$9.05K
VFM
1828
Vision Financial Markets
Connecticut
$8.91K
LB
1829
Legacy Bridge
Iowa
$8.23K
NWMP
1830
Noble Wealth Management PBC
Colorado
$8.23K
CFO
1831
Cambient Family Office
Michigan
$8.23K
FIA
1832
FNY Investment Advisers
New York
$8K
MDA
1833
Minot DeBlois Advisors
Massachusetts
$6.86K
B
1834
Birchbrook
Maine
$6.84K
FMP
1835
Financial Management Professionals
Texas
$6.17K
WPWM
1836
Western Pacific Wealth Management
Illinois
$6K
RG
1837
RHL Group
Michigan
$5.84K
LWMI
1838
Legacy Wealth Management (Idaho)
Idaho
$5.79K
NWM
1839
Nova Wealth Management
Florida
$5.73K
WAS
1840
Winch Advisory Services
Wisconsin
$5.68K
CCMI
1841
Creative Capital Management Investments
California
$5.51K
TFM
1842
TFC Financial Management
Massachusetts
$4.97K
CNBTD
1843
Citizens National Bank Trust Department
Mississippi
$4.94K
GCM
1844
Gables Capital Management
Florida
$4.77K
WBC
1845
West Branch Capital
Massachusetts
$4.44K
KA
1846
Kozak & Associates
Colorado
$4.42K
RWA
1847
Redmont Wealth Advisors
Illinois
$4.32K
SFAM
1848
Sawyer Falduto Asset Management
Illinois
$4.12K
AW
1849
Avion Wealth
Texas
$4K
SN
1850
Sittner & Nelson
Oregon
$3.97K