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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
FWA
651
FSC Wealth Advisors
New York
$3.18M
TF
652
Tenzing Financial
Virginia
$3.14M
LF
653
LifeSteps Financial
California
$3.13M
MFG
654
MTM Financial Group
Pennsylvania
$3.13M
GIA
655
Guyasuta Investment Advisors
Pennsylvania
$3.12M
SG
656
StoneX Group
New York
$3.11M
SFG
657
SageGuard Financial Group
Tennessee
$3.11M
PMG
658
ProVise Management Group
Florida
$3.1M
MA
659
McGrath & Associates
North Carolina
$3.09M
GWM
660
Geneos Wealth Management
Colorado
$3.08M
CPL
661
CAP Partners LLC
Tennessee
$3.07M
WIP
662
WealthCare Investment Partners
Rhode Island
$3.07M
AMG
663
Advisors Management Group
Wisconsin
$3.07M
Neuberger Berman Group
664
Neuberger Berman Group
New York
$3.07M
Bank of Montreal
665
Bank of Montreal
Ontario, Canada
$3.06M
CFS
666
Coordinated Financial Services
Colorado
$3.05M
FCM
667
Fortis Capital Management
Washington
$3.04M
SMFG
668
Sumitomo Mitsui Financial Group
Japan
$3.04M
NSIM
669
North Star Investment Management
Illinois
$3.04M
FNT
670
First National Trust
Pennsylvania
$3.04M
LFG
671
Larson Financial Group
Missouri
$3.01M
PNC Financial Services Group
672
PNC Financial Services Group
Pennsylvania
$3M
WWM
673
Woodside Wealth Management
Massachusetts
$2.99M
MAS
674
Madden Advisory Services
Florida
$2.98M
EIG
675
Ellenbecker Investment Group
Wisconsin
$2.97M