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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
Comerica Bank
601
Comerica Bank
Texas
$3.61M
EWP
602
Elevation Wealth Partners
California
$3.61M
HI
603
Horizon Investments
North Carolina
$3.59M
CA
604
Cambridge Advisors
Nebraska
$3.59M
ML
605
McAdam LLC
Pennsylvania
$3.58M
EWA
606
EverSource Wealth Advisors
Alabama
$3.56M
WWM
607
Western Wealth Management
Colorado
$3.56M
SC
608
Savant Capital
Illinois
$3.55M
STA
609
Summit Trail Advisors
New York
$3.55M
SQA
610
Simon Quick Advisors
New Jersey
$3.55M
SA
611
Sovran Advisors
California
$3.54M
TA
612
TPG Advisors
Illinois
$3.53M
CIA
613
Capital Investment Advisors
Georgia
$3.53M
CB
614
Commerce Bank
Missouri
$3.52M
BI
615
Beckerman Institutional
New Jersey
$3.51M
AIM
616
Anchor Investment Management
South Carolina
$3.51M
DWML
617
Decker Wealth Management LLC
Tennessee
$3.51M
Bessemer Group
618
Bessemer Group
New Jersey
$3.5M
EWP
619
Equity Wealth Partners
Missouri
$3.5M
CW
620
Cedarwood Wealth
Colorado
$3.5M
MFG
621
Mainsail Financial Group
Washington
$3.49M
CF
622
Centaurus Financial
California
$3.48M
MWM
623
Meridian Wealth Management
Kentucky
$3.45M
FHC
624
First Heartland Consultants
Missouri
$3.45M
PWA
625
Portus Wealth Advisors
North Carolina
$3.45M