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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
GAG
576
GM Advisory Group
New York
$3.88M
NW
577
NewEdge Wealth
Pennsylvania
$3.87M
CWMK
578
Caliber Wealth Management (Kansas)
Kansas
$3.85M
VFIC
579
Valley Forge Investment Consultants
Pennsylvania
$3.84M
VWM
580
Vermillion Wealth Management
Minnesota
$3.84M
LCM
581
LVM Capital Management
Michigan
$3.82M
TSS
582
Two Sigma Securities
New York
$3.81M
ANTB
583
AMG National Trust Bank
Colorado
$3.81M
CIAS
584
Capital Investment Advisory Services
North Carolina
$3.8M
EWA
585
Evolution Wealth Advisors
Florida
$3.8M
JWCA
586
J.W. Cole Advisors
Florida
$3.8M
CAL
587
Capital Analysts LLC
Pennsylvania
$3.78M
GIA
588
Gladstone Institutional Advisory
Florida
$3.75M
GCA
589
Genesee Capital Advisors
New York
$3.75M
TCG
590
Transcendent Capital Group
Oklahoma
$3.75M
PIA
591
Panoramic Investment Advisors
Colorado
$3.71M
LCM
592
Liberty Capital Management
Michigan
$3.7M
BW
593
BXM Wealth
Colorado
$3.69M
SL
594
SFM LLC
New Hampshire
$3.69M
WIM
595
Warwick Investment Management
Texas
$3.68M
NG
596
Northstar Group
New York
$3.68M
WA
597
WPG Advisers
Maryland
$3.67M
CFGA
598
Cambridge Financial Group (Arizona)
Arizona
$3.65M
FAL
599
Focused Alpha LLC
Colorado
$3.64M
RC
600
Roundview Capital
New Jersey
$3.64M