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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
TC
1851
Truvestments Capital
Florida
$10.7K
FG
1852
Fairman Group
Pennsylvania
$10.6K
MSWM
1853
Mowery & Schoenfeld Wealth Management
Illinois
$9.42K
PWAM
1854
Private Wealth Asset Management
Iowa
$9.3K
GWS
1855
Greykasell Wealth Strategies
California
$9.15K
CFM
1856
Cornerstone Financial Management
Massachusetts
$9.05K
VFM
1857
Vision Financial Markets
Connecticut
$8.91K
LB
1858
Legacy Bridge
Iowa
$8.23K
NWMP
1859
Noble Wealth Management PBC
Colorado
$8.23K
CFO
1860
Cambient Family Office
Michigan
$8.23K
FIA
1861
FNY Investment Advisers
New York
$8K
MDA
1862
Minot DeBlois Advisors
Massachusetts
$6.86K
B
1863
Birchbrook
Maine
$6.84K
FMP
1864
Financial Management Professionals
Texas
$6.17K
WPWM
1865
Western Pacific Wealth Management
Illinois
$6K
RG
1866
RHL Group
Michigan
$5.84K
OCM
1867
Osbon Capital Management
Massachusetts
$5.84K
LWMI
1868
Legacy Wealth Management (Idaho)
Idaho
$5.79K
NWM
1869
Nova Wealth Management
Florida
$5.73K
WAS
1870
Winch Advisory Services
Wisconsin
$5.68K
CCMI
1871
Creative Capital Management Investments
California
$5.51K
TFM
1872
TFC Financial Management
Massachusetts
$4.97K
CNBTD
1873
Citizens National Bank Trust Department
Mississippi
$4.94K
GCM
1874
Gables Capital Management
Florida
$4.77K
WBC
1875
West Branch Capital
Massachusetts
$4.44K