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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
FFP
351
FourThought Financial Partners
Florida
$8.18M
Sumitomo Mitsui Trust Group
352
Sumitomo Mitsui Trust Group
Japan
$8.17M
KA
353
Kure Advisory
Minnesota
$8.16M
LW
354
Livet Wealth
Utah
$8.08M
SCFS
355
Stewardship Concepts Financial Services
Washington
$8.02M
MW
356
Marble Wealth
Alabama
$8.01M
NL
357
Navalign LLC
California
$7.97M
BAM
358
Belpointe Asset Management
Nevada
$7.97M
AFG
359
Atomi Financial Group
New York
$7.94M
SCM
360
Spreng Capital Management
Ohio
$7.91M
BBW
361
Blue Barn Wealth
Utah
$7.91M
HI
362
Hudock Inc
Pennsylvania
$7.91M
CAG
363
Curtis Advisory Group
California
$7.9M
LSIA
364
LaSalle St. Investment Advisors
Illinois
$7.83M
SFMG
365
Sage Financial Management Group
Virginia
$7.83M
HCP
366
Holt Capital Partners
Texas
$7.82M
GFP
367
Guardian Financial Partners
California
$7.79M
NFG
368
Northeast Financial Group
Pennsylvania
$7.78M
TAM
369
Titleist Asset Management
Texas
$7.77M
PFPG
370
Pinnacle Financial Partners (Georgia)
Georgia
$7.73M
HSA
371
HBK Sorce Advisory
Pennsylvania
$7.7M
SFG
372
SevenBridge Financial Group
Pennsylvania
$7.67M
OP
373
ORG Partners
Indiana
$7.67M
IC
374
IEQ Capital
California
$7.67M
HF
375
HRT Financial
New York
$7.64M