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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
KWM
1976
Keebeck Wealth Management
Illinois
AWM
1977
Adams Wealth Management
Utah
CI
1978
CacheTech Inc
Utah
RWMG
1979
Redwood Wealth Management Group
New Jersey
TIM
1980
Tortoise Investment Management
New York
ABWM
1981
Alpine Bank Wealth Management
Colorado
CWM
1982
Crowley Wealth Management
Delaware
GP
1983
Greenline Partners
New York
CIR
1984
Clear Investment Research
Georgia
MFC
1985
Mechanics Financial Corp
Ohio
Barclays
1986
Barclays
United Kingdom
AT
1987
Avalon Trust
New Mexico
FLP
1988
Financial Life Planners
Arizona
PPC
1989
Park Place Capital
Alabama
HWA
1990
Heartwood Wealth Advisors
Virginia
FLFS
1991
Family Legacy Financial Solutions
North Carolina
BMA
1992
Brooks Moore & Associates
Tennessee
HWP
1993
Highline Wealth Partners
California
KHC
1994
Koesten Hirschmann & Crabtree
Kansas
IBOK
1995
Independence Bank of Kentucky
Kentucky
TWD
1996
True Wealth Design
Ohio
CB
1997
Centennial Bank
Arkansas
PPA
1998
Painted Porch Advisors
California
QT
1999
Quantbot Technologies
New York
PCM
2000
Perritt Capital Management
Illinois