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Schwab US Dividend Equity ETF

1,908 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 249 funds opening new positions, 733 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: 733 | Existing positions reduced: 752

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,908
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
LFA
1951
LGT Financial Advisors
Texas
OGF
1952
Orin Green Financial
California
VWM
1953
Vigilare Wealth Management
Arizona
AFA
1954
Alpha Financial Advisors
North Carolina
TGAM
1955
TBH Global Asset Management
Tennessee
HA
1956
HFG Advisors
Ohio
EF
1957
Empowered Funds
Pennsylvania
WWA
1958
Wisconsin Wealth Advisors
Wisconsin
SL
1959
Summitry LLC
California
WA
1960
Waterford Advisors
New York
FC
1961
Fjell Capital
North Dakota
MAG
1962
Members Advisory Group
New York
PA
1963
Promethium Advisors
Maryland
KIM
1964
Kestra Investment Management
Texas
PGF
1965
Plan Group Financial
Oklahoma
AWM
1966
Apex Wealth Management
New Hampshire
SA
1967
Sonoma Allocations
California
LW
1968
Libra Wealth
California
SGI
1969
Summit Global Investments
Utah
HGA
1970
Hobbs Group Advisors
South Carolina
NHFG
1971
New Harbor Financial Group
Massachusetts
AFG
1972
Arkansas Financial Group
Arkansas
SCM
1973
Saxony Capital Management
Missouri
WC
1974
Waterloo Capital
Texas
BWM
1975
Base Wealth Management
Florida