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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
SL
1926
Summitry LLC
California
WA
1927
Waterford Advisors
New York
FC
1928
Fjell Capital
North Dakota
MAG
1929
Members Advisory Group
New York
PA
1930
Promethium Advisors
Maryland
KIM
1931
Kestra Investment Management
Texas
PGF
1932
Plan Group Financial
Oklahoma
AWM
1933
Apex Wealth Management
New Hampshire
SA
1934
Sonoma Allocations
California
LW
1935
Libra Wealth
California
SGI
1936
Summit Global Investments
Utah
HGA
1937
Hobbs Group Advisors
South Carolina
NHFG
1938
New Harbor Financial Group
Massachusetts
AFG
1939
Arkansas Financial Group
Arkansas
SCM
1940
Saxony Capital Management
Missouri
WC
1941
Waterloo Capital
Texas
BWM
1942
Base Wealth Management
Florida
MWA
1943
Martel Wealth Advisors
Washington
BCG
1944
Bravias Capital Group
New Jersey
KWM
1945
Keebeck Wealth Management
Illinois
CI
1946
CacheTech Inc
Utah
AWM
1947
Adams Wealth Management
Utah
RWMG
1948
Redwood Wealth Management Group
New Jersey
TIM
1949
Tortoise Investment Management
New York
ABWM
1950
Alpine Bank Wealth Management
Colorado