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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
AWM
1926
Apex Wealth Management
New Hampshire
SA
1927
Sonoma Allocations
California
LW
1928
Libra Wealth
California
SGI
1929
Summit Global Investments
Utah
HGA
1930
Hobbs Group Advisors
South Carolina
NHFG
1931
New Harbor Financial Group
Massachusetts
AFG
1932
Arkansas Financial Group
Arkansas
SCM
1933
Saxony Capital Management
Missouri
WC
1934
Waterloo Capital
Texas
BWM
1935
Base Wealth Management
Florida
MWA
1936
Martel Wealth Advisors
Washington
BCG
1937
Bravias Capital Group
New Jersey
KWM
1938
Keebeck Wealth Management
Illinois
AWM
1939
Adams Wealth Management
Utah
CI
1940
CacheTech Inc
Utah
RWMG
1941
Redwood Wealth Management Group
New Jersey
TIM
1942
Tortoise Investment Management
New York
ABWM
1943
Alpine Bank Wealth Management
Colorado
CWM
1944
Crowley Wealth Management
Delaware
GP
1945
Greenline Partners
New York
CIR
1946
Clear Investment Research
Georgia
MFC
1947
Mechanics Financial Corp
Ohio
Barclays
1948
Barclays
United Kingdom
AT
1949
Avalon Trust
New Mexico
FLP
1950
Financial Life Planners
Arizona