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