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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
SHFP
776
Second Half Financial Partners
Florida
$2.22M
BSB
777
Bangor Savings Bank
Maine
$2.21M
SPWM
778
Smith Partners Wealth Management
North Carolina
$2.21M
AWM
779
Aprio Wealth Management
Georgia
$2.2M
JHC
780
J. Hagan Capital
Kentucky
$2.19M
MC
781
Miramar Capital
Illinois
$2.19M
RFN
782
RDA Financial Network
Iowa
$2.18M
Financial Engines Advisors
783
Financial Engines Advisors
California
$2.18M
VFA
784
Valeo Financial Advisors
Indiana
$2.18M
AA
785
Armis Advisers
Georgia
$2.17M
PPW
786
Pasadena Private Wealth
California
$2.16M
AIA
787
Armor Investment Advisors
North Carolina
$2.16M
CA
788
Centennial Advisors
Texas
$2.16M
FC
789
Fairscale Capital
New Hampshire
$2.14M
EWM
790
Empirical Wealth Management
Washington
$2.13M
MYIA
791
Mount Yale Investment Advisors
Colorado
$2.13M
NA
792
Note Advisors
New York
$2.13M
CGL
793
Clarius Group LLC
Washington
$2.11M
BFS
794
Boyer Financial Services
California
$2.1M
CPC
795
Consolidated Planning Corp
Georgia
$2.1M
MIA
796
MainStreet Investment Advisors
Illinois
$2.08M
MPWT
797
MassMutual Private Wealth & Trust
Connecticut
$2.08M
HAG
798
HighPoint Advisor Group
Illinois
$2.07M
APW
799
Aurora Private Wealth
New Jersey
$2.05M
PAA
800
Peregrine Asset Advisers
Oregon
$2.05M