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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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 (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

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

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
CWM
401
Centric Wealth Management
Illinois
$7.07M
NEPWA
402
New England Private Wealth Advisors
Massachusetts
$7.07M
SAM
403
Smartleaf Asset Management
Massachusetts
$7.02M
GFG
404
Goldstone Financial Group
Illinois
$7.01M
TF
405
Trek Financial
Arizona
$7.01M
CPIG
406
Chicago Partners Investment Group
Illinois
$6.99M
HWM
407
HRC Wealth Management
Idaho
$6.95M
CFG
408
Compass Financial Group
Ohio
$6.93M
BMCM
409
Burns Matteson Capital Management
New York
$6.92M
KWA
410
Kellett Wealth Advisors
Ohio
$6.91M
FPGK
411
Financial Partners Group (Kansas)
Kansas
$6.9M
YLHM
412
Yelin Lapidot Holdings Management
Israel
$6.9M
MFF
413
Michels Family Financial
Texas
$6.88M
PL
414
Plancorp LLC
Missouri
$6.87M
IAS
415
IMA Advisory Services
Colorado
$6.87M
DCM
416
Donaldson Capital Management
Indiana
$6.86M
NL
417
NWAM LLC
Washington
$6.82M
IF
418
Intrua Financial
Texas
$6.82M
CA
419
Continuum Advisory
Idaho
$6.81M
TA
420
TruWealth Advisors
Louisiana
$6.76M
JFA
421
JNBA Financial Advisors
Minnesota
$6.75M
SSWM
422
Sheets Smith Wealth Management
North Carolina
$6.74M
PIMG
423
Patriot Investment Management Group
Tennessee
$6.65M
VWA
424
Visionary Wealth Advisors
Illinois
$6.63M
CPG
425
Cornerstone Planning Group
New Jersey
$6.62M