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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
1L
726
10Elms LLP
Oklahoma
$2.6M
FWM
727
FMA Wealth Management
Massachusetts
$2.6M
FTS
728
Fifth Third Securities
Ohio
$2.59M
JCM
729
Jacobi Capital Management
Pennsylvania
$2.57M
HC
730
Hurley Capital
New York
$2.56M
Luther King Capital Management (LKCM)
731
Luther King Capital Management (LKCM)
Texas
$2.54M
WF
732
Welch & Forbes
Massachusetts
$2.53M
CT
733
Caldwell Trust
Florida
$2.53M
JBW
734
Journey Beyond Wealth
Georgia
$2.52M
HBW
735
Hazlett, Burt & Watson
West Virginia
$2.52M
SIS
736
Sound Income Strategies
Florida
$2.5M
FWWM
737
Fiscal Wisdom Wealth Management
Connecticut
$2.49M
WKSWA
738
White Knight Strategic Wealth Advisors
New Jersey
$2.49M
CWS
739
Cypress Wealth Services
California
$2.48M
VA
740
Vident Advisory
Georgia
$2.48M
BMCM
741
Bryn Mawr Capital Management
Pennsylvania
$2.48M
BWAM
742
Boyd Watterson Asset Management
Ohio
$2.47M
MWM
743
Maripau Wealth Management
Indiana
$2.47M
BBA
744
BLB&B Advisors
Pennsylvania
$2.47M
TCBWMS
745
Texas Capital Bank Wealth Management Services
Texas
$2.47M
MSS
746
Mitchell Sinkler & Starr
Pennsylvania
$2.46M
XPN
747
XY Planning Network
Montana
$2.45M
M
748
MYeCFO
California
$2.45M
SFPG
749
Stonebridge Financial Planning Group
Florida
$2.44M
OWM
750
Opes Wealth Management
California
$2.44M