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Schwab US Dividend Equity ETF

1,876 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 227 funds opening new positions, 727 increasing their positions, 748 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: 727 | Existing positions reduced: 748

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
1,876
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
TF
1901
Tandem Financial
Colorado
HWMC
1902
Heritage Wealth Management (California)
California
SW
1903
SteelPeak Wealth
California
XT
1904
XTX Topco
Cayman Islands
EGM
1905
Engineers Gate Manager
New York
PCM
1906
Prelude Capital Management
New York
WC
1907
Wolfstich Capital
Massachusetts
NWMG
1908
National Wealth Management Group
Ohio
FAI
1909
Fiduciary Advisors Inc
Missouri
MAA
1910
Matrix Asset Advisors
New York
AFS
1911
Access Financial Services
Minnesota
GGI
1912
GPM Growth Investors
Michigan
WRPWM
1913
Werba Rubin Papier Wealth Management
California
4WM
1914
49 Wealth Management
Texas
TA
1915
Tactive Advisors
Florida
HIM
1916
Harbour Investment Management
Washington
MAM
1917
Milestone Asset Management
Pennsylvania
LFA
1918
LGT Financial Advisors
Texas
OGF
1919
Orin Green Financial
California
VWM
1920
Vigilare Wealth Management
Arizona
AFA
1921
Alpha Financial Advisors
North Carolina
TGAM
1922
TBH Global Asset Management
Tennessee
HA
1923
HFG Advisors
Ohio
EF
1924
Empowered Funds
Pennsylvania
WWA
1925
Wisconsin Wealth Advisors
Wisconsin