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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
TFA
1876
Trinity Financial Advisors
Ohio
Citadel Advisors
1877
Citadel Advisors
Florida
OCFG
1878
O'Connor Financial Group
Illinois
RWM
1879
RMG Wealth Management
Wisconsin
Renaissance Technologies
1880
Renaissance Technologies
New York
JWM
1881
JPL Wealth Management
Colorado
ACM
1882
Advisors Capital Management
New Jersey
TWP
1883
Total Wealth Planning
Ohio
HFS
1884
Hopwood Financial Services
Virginia
CPRC
1885
Consolidated Portfolio Review Corp
New York
P
1886
Pitcairn
Pennsylvania
Tudor Investment Corp
1887
Tudor Investment Corp
Connecticut
BJL
1888
Brighton Jones LLC
Washington
Susquehanna International Group
1889
Susquehanna International Group
Pennsylvania
Squarepoint
1890
Squarepoint
New York
DC
1891
Diametric Capital
Massachusetts
Two Sigma Investments
1892
Two Sigma Investments
New York
MMHP
1893
Murphy Middleton Hinkle & Parker
Georgia
TF
1894
Tandem Financial
Colorado
HWMC
1895
Heritage Wealth Management (California)
California
SW
1896
SteelPeak Wealth
California
XT
1897
XTX Topco
Cayman Islands
EGM
1898
Engineers Gate Manager
New York
PCM
1899
Prelude Capital Management
New York
WC
1900
Wolfstich Capital
Massachusetts