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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
TYCC
451
Texas Yale Capital Corp
Florida
$6.01M
GSIS
452
Global Strategic Investment Solutions
Arizona
$6M
WG
453
WMS Group
Louisiana
$5.96M
ACG
454
Allen Capital Group
Nebraska
$5.93M
TWA
455
Talisman Wealth Advisors
New Jersey
$5.92M
AWMG
456
Alliance Wealth Management Group
New Jersey
$5.89M
TCM
457
Towercrest Capital Management
Pennsylvania
$5.89M
SP
458
Sherman Porfolios
Idaho
$5.87M
DCM
459
Dorato Capital Management
Colorado
$5.87M
SMC
460
Smith, Moore & Co
Missouri
$5.86M
FT
461
Fiduciary Trust
Massachusetts
$5.86M
BFP
462
Beacon Financial Planning
Massachusetts
$5.86M
CAC
463
Certified Advisory Corp
Florida
$5.85M
CA
464
CoreCap Advisors
Michigan
$5.83M
MWM
465
Moran Wealth Management
Florida
$5.81M
EAN
466
Excelsior Advisor Network
Colorado
$5.8M
AAA
467
Andrews Advisory Associates
Hawaii
$5.79M
MIA
468
Milestone Investment Advisors
Wisconsin
$5.78M
PFA
469
Perryman Financial Advisory
Texas
$5.78M
UBG
470
United Bank (Georgia)
Georgia
$5.76M
FMC
471
First Merchants Corp
Indiana
$5.76M
IA
472
Insight Advisors
Pennsylvania
$5.75M
AC
473
AlphaCore Capital
California
$5.74M
PPWM
474
Premier Private Wealth Management
Florida
$5.73M
FHA
475
Flagship Harbor Advisors
Massachusetts
$5.72M