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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
PFWA
201
Paces Ferry Wealth Advisors
Georgia
$15.7M
GRP
202
Global Retirement Partners
California
$15.4M
SVWAG
203
Sound View Wealth Advisors Group
Georgia
$15.1M
OFG
204
Opulen Financial Group
Virginia
$14.9M
Goldman Sachs
205
Goldman Sachs
New York
$14.6M
MF
206
Montis Financial
Massachusetts
$14.6M
HCWM
207
Hidden Cove Wealth Management
Washington
$14.6M
SC
208
Scotia Capital
Ontario, Canada
$14.4M
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$14.4M
MFA
210
Mayflower Financial Advisors
Massachusetts
$14.4M
FGG
211
Financial Guidance Group
Florida
$14.3M
CAAS
212
Capital Asset Advisory Services
Michigan
$14.2M
WIC
213
Whitegate Investment Counselors
New Hampshire
$13.8M
SF
214
Summit Financial
New Jersey
$13.7M
PCWA
215
Pacific Capital Wealth Advisors
California
$13.7M
CKAIS
216
Christensen King & Associates Investment Services
Washington
$13.7M
SA
217
Sanctuary Advisors
Indiana
$13.6M
MA
218
Mutual Advisors
Nebraska
$13.6M
CFMC
219
Curbstone Financial Management Corp
New Hampshire
$13.4M
RFS
220
Retirement Financial Solutions
Tennessee
$13.4M
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$13.3M
SFWC
222
Strategic Family Wealth Counselors
New Jersey
$13.2M
WCM
223
Winthrop Capital Management
Indiana
$13.2M
CMP
224
Courage Miller Partners
Virginia
$13.1M
AQR Capital Management
225
AQR Capital Management
Connecticut
$13.1M