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Schwab US Dividend Equity ETF

1,933 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 738 increasing their positions, 755 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:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$182M)

2% less repeat investments, than reductions

Existing positions increased: 738 | Existing positions reduced: 755

16% less call options, than puts

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

Holders
1,933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
211
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
Capital Fund Management (CFM)
276
Capital Fund Management (CFM)
France
$10.5M
YWM
277
Yukon Wealth Management
Kansas
$10.5M
BEAM
278
Baker Ellis Asset Management
Washington
$10.5M
CNWM
279
Clay Northam Wealth Management
California
$10.5M
IIA
280
Integral Investment Advisors
California
$10.5M
LFP
281
Lakeshore Financial Planning
Michigan
$10.5M
WAG
282
Winthrop Advisory Group
Massachusetts
$10.4M
AAA
283
American Alpha Advisors
New York
$10.4M
FF
284
Fairway Financial
Florida
$10.4M
DFA
285
DHJJ Financial Advisors
Illinois
$10.3M
RMF
286
Red Mountain Financial
Colorado
$10.3M
FVWA
287
Foster Victor Wealth Advisors
South Carolina
$10.3M
MWM
288
Modern Wealth Management
Kansas
$10.3M
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$10.1M
CAM
290
Cozad Asset Management
Illinois
$10.1M
IFG
291
Independent Financial Group
California
$10.1M
MAM
292
Madison Asset Management
Wisconsin
$10M
KPWS
293
Kestra Private Wealth Services
Texas
$9.96M
RWA
294
Redhawk Wealth Advisors
Minnesota
$9.95M
BIA
295
Bell Investment Advisors
California
$9.92M
IWC
296
Integrated Wealth Concepts
Massachusetts
$9.87M
LWM
297
Latko Wealth Management
Illinois
$9.85M
CFG
298
Citizens Financial Group
Rhode Island
$9.8M
OHWP
299
Oak Harbor Wealth Partners
North Carolina
$9.71M
MHFA
300
Mission Hills Financial Advisory
California
$9.66M