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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
WFS
176
Weitzel Financial Services
Iowa
$18.2M
RA
177
RFG Advisory
Alabama
$18.2M
AWM
178
Axxcess Wealth Management
California
$18.2M
ASN
179
Advisory Services Network
Georgia
$18.1M
Citigroup
180
Citigroup
New York
$18.1M
SA
181
Skyline Advisors
Washington
$18M
NRI
182
NFP Retirement Inc
California
$17.9M
JIP
183
Jaffetilchin Investment Partners
Florida
$17.9M
PWP
184
Principle Wealth Partners
Connecticut
$17.8M
SCM
185
Stonehearth Capital Management
Massachusetts
$17.7M
MCB
186
Morton Community Bank
Illinois
$17.6M
PAG
187
Powers Advisory Group
Illinois
$17.6M
DC
188
Davenport & Co
Virginia
$17.2M
AA
189
Advisory Alpha
Michigan
$17.1M
SIM
190
Sims Investment Management
Ohio
$17M
OC
191
Oppenheimer & Co
New York
$16.8M
BCM
192
Brookstone Capital Management
Illinois
$16.8M
HCM
193
Hengehold Capital Management
Ohio
$16.6M
PWMAG
194
Pinnacle Wealth Management Advisory Group
New Jersey
$16.5M
IIC
195
Integrated Investment Consultants
Michigan
$16.1M
PRI
196
Prepared Retirement Institute
Pennsylvania
$16M
Fidelity Investments
197
Fidelity Investments
Massachusetts
$16M
HAIM
198
Hunter Associates Investment Management
Pennsylvania
$15.8M
KJWM
199
Kiley Juergens Wealth Management
Washington
$15.8M
SCI
200
Silver Coast Investments
United States
$15.7M