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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
MDA
1826
Minot DeBlois Advisors
Massachusetts
$6.86K
B
1827
Birchbrook
Maine
$6.84K
FMP
1828
Financial Management Professionals
Texas
$6.17K
WPWM
1829
Western Pacific Wealth Management
Illinois
$6K
RG
1830
RHL Group
Michigan
$5.84K
LWMI
1831
Legacy Wealth Management (Idaho)
Idaho
$5.79K
NWM
1832
Nova Wealth Management
Florida
$5.73K
WAS
1833
Winch Advisory Services
Wisconsin
$5.68K
CCMI
1834
Creative Capital Management Investments
California
$5.51K
TFM
1835
TFC Financial Management
Massachusetts
$4.97K
CNBTD
1836
Citizens National Bank Trust Department
Mississippi
$4.94K
GCM
1837
Gables Capital Management
Florida
$4.77K
WBC
1838
West Branch Capital
Massachusetts
$4.44K
KA
1839
Kozak & Associates
Colorado
$4.42K
RWA
1840
Redmont Wealth Advisors
Illinois
$4.32K
SFAM
1841
Sawyer Falduto Asset Management
Illinois
$4.12K
AW
1842
Avion Wealth
Texas
$4K
SN
1843
Sittner & Nelson
Oregon
$3.97K
IWP
1844
IAG Wealth Partners
Wisconsin
$3.95K
GWSG
1845
GPS Wealth Strategies Group
Colorado
$3.83K
CTA
1846
Colonial Trust Advisors
South Carolina
$3.53K
PWM
1847
Proathlete Wealth Management
Florida
$3.51K
GPI
1848
General Partner Inc
Pennsylvania
$3.29K
ETC
1849
Exchange Traded Concepts
Oklahoma
$3.18K
CCM
1850
Chilton Capital Management
Texas
$2.74K