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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
FCA
526
FLC Capital Advisors
California
$4.65M
OAM
527
Oppenheimer Asset Management
New York
$4.64M
VCWM
528
Vista Cima Wealth Management
Arizona
$4.6M
ACI
529
Alpha Cubed Investments
California
$4.53M
DG
530
Dala Group
Illinois
$4.53M
RSWM
531
Robertson Stephens Wealth Management
California
$4.52M
SAW
532
Signal Advisors Wealth
Michigan
$4.51M
ACA
533
Alpha Capital Advisors
Maine
$4.5M
US Bancorp
534
US Bancorp
Minnesota
$4.5M
PCA
535
Pallas Capital Advisors
Massachusetts
$4.47M
MWM
536
MBE Wealth Management
Wisconsin
$4.47M
LA
537
Lynch & Associates
Indiana
$4.46M
MLICM
538
Metropolitan Life Insurance Company (MetLife)
New York
$4.43M
BPFA
539
Barnes Pettey Financial Advisors
Mississippi
$4.41M
KNFPWM
540
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$4.39M
CB
541
Chris Bulman
California
$4.38M
OFP
542
OLIO Financial Planning
Virginia
$4.37M
CIC
543
Cutler Investment Counsel
Oregon
$4.36M
FWM
544
Foguth Wealth Management
Michigan
$4.36M
JFG
545
Jefferies Financial Group
New York
$4.34M
CA
546
Cresta Advisors
Texas
$4.34M
OPWM
547
Oxinas Partners Wealth Management
Indiana
$4.32M
GPFA
548
Game Plan Financial Advisors
Ohio
$4.27M
PCMN
549
Paradigm Capital Management (Nevada)
Nevada
$4.26M
CNB
550
Camden National Bank
Maine
$4.25M