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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,906
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
ISWM
1826
Intesa Sanpaolo Wealth Management
$23K
HWA
1827
Heritage Wealth Advisors
Virginia
$22.8K
PFM
1828
Phillips Financial Management
Indiana
$22.3K
CSB
1829
City State Bank
Iowa
$22.2K
MFT
1830
Moisand Fitzgerald Tamayo
Florida
$21.7K
JGIA
1831
Jackson Grant Investment Advisers
Connecticut
$21.1K
GAMC
1832
Garner Asset Management Corp
Texas
$20.6K
WPA
1833
Wealth Preservation Advisors
Tennessee
$20.5K
P
1834
Palladiem
Pennsylvania
$19.1K
FDW
1835
Fourth Dimension Wealth
Ohio
$18.8K
SMA
1836
Sage Mountain Advisors
Georgia
$18.1K
NECFA
1837
New England Capital Financial Advisors
Connecticut
$17.5K
NRG
1838
Nemes Rush Group
Michigan
$17.2K
QA
1839
Quattro Advisors
Pennsylvania
$15.7K
WAG
1840
Windsor Advisory Group
Ohio
$15.6K
TVWM
1841
Tower View Wealth Management
Wisconsin
$15.3K
ACA
1842
Atlas Capital Advisors
Wyoming
$14.1K
QC
1843
Quent Capital
New York
$13.7K
TF
1844
Tompkins Financial
New York
$13K
HNW
1845
High Note Wealth
Minnesota
$12.4K
CT
1846
Coastline Trust
Rhode Island
$12.3K
BHWM
1847
Beaird Harris Wealth Management
Texas
$12K
VWA
1848
VSM Wealth Advisory
Maryland
$12K
HCM
1849
Hollencrest Capital Management
California
$11.7K
NL
1850
NorthAvenue LLC
Ohio
$10.9K