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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
BL
676
BFSG LLC
California
$2.97M
ZIG
677
Zullo Investment Group
Pennsylvania
$2.96M
CFO
678
Collective Family Office
Pennsylvania
$2.96M
FIA
679
Foundations Investment Advisors
Arizona
$2.96M
CWP
680
Concord Wealth Partners
Virginia
$2.94M
FWP
681
Flatrock Wealth Partners
California
$2.93M
SWM
682
SeaCrest Wealth Management
New York
$2.92M
GMA
683
Glassy Mountain Advisors
Maryland
$2.89M
NJIM
684
Nabity-Jensen Investment Management
Nebraska
$2.86M
AWA
685
Adapt Wealth Advisors
Georgia
$2.86M
BB
686
Bell Bank
North Dakota
$2.86M
CFA
687
CWS Financial Advisors
Michigan
$2.86M
PAS
688
PKS Advisory Services
New York
$2.85M
ISWM
689
Independent Solutions Wealth Management
New York
$2.85M
CIA
690
Choate Investment Advisors
Massachusetts
$2.83M
PGAM
691
Princeton Global Asset Management
New Jersey
$2.82M
MPIA
692
Milestones Private Investment Advisors
New York
$2.81M
VT
693
Vise Technologies
New York
$2.81M
CWM
694
Chesapeake Wealth Management
Virginia
$2.81M
IAG
695
Investment Advisory Group
Massachusetts
$2.8M
SIA
696
Sage Investment Advisers
New York
$2.79M
CT
697
Clearstead Trust
Maine
$2.79M
SIAG
698
Safeguard Investment Advisory Group
California
$2.79M
SFG
699
SNS Financial Group
Minnesota
$2.79M
SWM
700
Selby Wealth Management
California
$2.78M