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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
NWMG
1901
National Wealth Management Group
Ohio
FAI
1902
Fiduciary Advisors Inc
Missouri
MAA
1903
Matrix Asset Advisors
New York
AFS
1904
Access Financial Services
Minnesota
GGI
1905
GPM Growth Investors
Michigan
WRPWM
1906
Werba Rubin Papier Wealth Management
California
4WM
1907
49 Wealth Management
Texas
TA
1908
Tactive Advisors
Florida
HIM
1909
Harbour Investment Management
Washington
MAM
1910
Milestone Asset Management
Pennsylvania
LFA
1911
LGT Financial Advisors
Texas
OGF
1912
Orin Green Financial
California
VWM
1913
Vigilare Wealth Management
Arizona
AFA
1914
Alpha Financial Advisors
North Carolina
TGAM
1915
TBH Global Asset Management
Tennessee
HA
1916
HFG Advisors
Ohio
EF
1917
Empowered Funds
Pennsylvania
WWA
1918
Wisconsin Wealth Advisors
Wisconsin
SL
1919
Summitry LLC
California
WA
1920
Waterford Advisors
New York
FC
1921
Fjell Capital
North Dakota
MAG
1922
Members Advisory Group
New York
PA
1923
Promethium Advisors
Maryland
KIM
1924
Kestra Investment Management
Texas
PGF
1925
Plan Group Financial
Oklahoma