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Schwab US Dividend Equity ETF

1,906 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 248 funds opening new positions, 732 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: 732 | Existing positions reduced: 752

16% less call options, than puts

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

Holders
1,906
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
GWM
176
Global Wealth Management
New Jersey
$18.3M
WFS
177
Weitzel Financial Services
Iowa
$18.2M
RA
178
RFG Advisory
Alabama
$18.2M
AWM
179
Axxcess Wealth Management
California
$18.2M
ASN
180
Advisory Services Network
Georgia
$18.1M
Citigroup
181
Citigroup
New York
$18.1M
SA
182
Skyline Advisors
Washington
$18M
NRI
183
NFP Retirement Inc
California
$17.9M
JIP
184
Jaffetilchin Investment Partners
Florida
$17.9M
PWP
185
Principle Wealth Partners
Connecticut
$17.8M
SCM
186
Stonehearth Capital Management
Massachusetts
$17.7M
MCB
187
Morton Community Bank
Illinois
$17.6M
PAG
188
Powers Advisory Group
Illinois
$17.6M
DC
189
Davenport & Co
Virginia
$17.2M
AA
190
Advisory Alpha
Michigan
$17.1M
SIM
191
Sims Investment Management
Ohio
$17M
OC
192
Oppenheimer & Co
New York
$16.8M
BCM
193
Brookstone Capital Management
Illinois
$16.8M
HCM
194
Hengehold Capital Management
Ohio
$16.6M
PWMAG
195
Pinnacle Wealth Management Advisory Group
New Jersey
$16.5M
IIC
196
Integrated Investment Consultants
Michigan
$16.1M
PRI
197
Prepared Retirement Institute
Pennsylvania
$16M
Fidelity Investments
198
Fidelity Investments
Massachusetts
$16M
HAIM
199
Hunter Associates Investment Management
Pennsylvania
$15.8M
KJWM
200
Kiley Juergens Wealth Management
Washington
$15.8M