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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 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 (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
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
CFO
676
Collective Family Office
Pennsylvania
$2.96M
FIA
677
Foundations Investment Advisors
Arizona
$2.96M
CWP
678
Concord Wealth Partners
Virginia
$2.94M
FWP
679
Flatrock Wealth Partners
California
$2.93M
SWM
680
SeaCrest Wealth Management
New York
$2.92M
GMA
681
Glassy Mountain Advisors
Maryland
$2.89M
NJIM
682
Nabity-Jensen Investment Management
Nebraska
$2.86M
AWA
683
Adapt Wealth Advisors
Georgia
$2.86M
BB
684
Bell Bank
North Dakota
$2.86M
CFA
685
CWS Financial Advisors
Michigan
$2.86M
PAS
686
PKS Advisory Services
New York
$2.85M
ISWM
687
Independent Solutions Wealth Management
New York
$2.85M
CIA
688
Choate Investment Advisors
Massachusetts
$2.83M
PGAM
689
Princeton Global Asset Management
New Jersey
$2.82M
MPIA
690
Milestones Private Investment Advisors
New York
$2.81M
VT
691
Vise Technologies
New York
$2.81M
CWM
692
Chesapeake Wealth Management
Virginia
$2.81M
IAG
693
Investment Advisory Group
Massachusetts
$2.8M
SIA
694
Sage Investment Advisers
New York
$2.79M
CT
695
Clearstead Trust
Maine
$2.79M
SIAG
696
Safeguard Investment Advisory Group
California
$2.79M
SFG
697
SNS Financial Group
Minnesota
$2.79M
SWM
698
Selby Wealth Management
California
$2.78M
ATC
699
Argent Trust Co
Tennessee
$2.78M
WPC
700
Wedmont Private Capital
Pennsylvania
$2.78M