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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
KA
1876
Kozak & Associates
Colorado
$4.42K
RWA
1877
Redmont Wealth Advisors
Illinois
$4.32K
SFAM
1878
Sawyer Falduto Asset Management
Illinois
$4.12K
AW
1879
Avion Wealth
Texas
$4K
SN
1880
Sittner & Nelson
Oregon
$3.97K
IWP
1881
IAG Wealth Partners
Wisconsin
$3.95K
GWSG
1882
GPS Wealth Strategies Group
Colorado
$3.83K
CTA
1883
Colonial Trust Advisors
South Carolina
$3.53K
PWM
1884
Proathlete Wealth Management
Florida
$3.51K
GPI
1885
General Partner Inc
Pennsylvania
$3.29K
ETC
1886
Exchange Traded Concepts
Oklahoma
$3.18K
CCM
1887
Chilton Capital Management
Texas
$2.74K
AIS
1888
Advocate Investing Services
Maryland
$2.28K
FNWA
1889
Financial Network Wealth Advisors
Utah
$2.14K
MWPCG
1890
Measured Wealth Private Client Group
New Hampshire
$2.08K
NA
1891
Networth Advisors
Pennsylvania
$1.89K
RFA
1892
Reyes Financial Architecture
California
$1.82K
TFA
1893
Transamerica Financial Advisors
Florida
$1.5K
TRCT
1894
Tower Research Capital (TRC)
New York
$1.43K
VEA
1895
Virtus ETF Advisers
New York
$1.37K
PWMG
1896
Private Wealth Management Group
New Jersey
$1.21K
IWM
1897
Inlight Wealth Management
Georgia
$1.21K
UIA
1898
Ulland Investment Advisors
Minnesota
$1K
HB
1899
Horizon Bancorp
Indiana
$1K
CPBTD
1900
Central Pacific Bank - Trust Division
Hawaii
$823