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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
PCM
801
Pennsylvania Capital Management
Pennsylvania
$2.04M
LA
802
Latitude Advisors
Florida
$2.04M
RPGK
803
Retirement Planning Group (Kansas)
Kansas
$2.03M
MWM
804
MFG Wealth Management
Indiana
$2.01M
CSF
805
Capital Squared Financial
Maryland
$2.01M
CWAF
806
Core Wealth Advisors (Florida)
Florida
$2M
HIP
807
HUB Investment Partners
Texas
$2M
GIA
808
GHP Investment Advisors
Colorado
$2M
MAM
809
Marquette Asset Management
Minnesota
$1.98M
ACM
810
Alpha Capital Management
Texas
$1.98M
PFA
811
Petra Financial Advisors
Colorado
$1.98M
FA
812
Fiducient Advisors
Illinois
$1.96M
WIA
813
Westview Investment Advisors
Vermont
$1.95M
FLPIM
814
F.L. Putnam Investment Management
Massachusetts
$1.93M
HA
815
Hamel Associates
New Jersey
$1.92M
Balyasny Asset Management
816
Balyasny Asset Management
Illinois
$1.92M
CAMV
817
Concord Asset Management (Virginia)
Virginia
$1.92M
TFG
818
Tull Financial Group
Virginia
$1.91M
WCG
819
Weaver Consulting Group
California
$1.9M
WEG
820
World Equity Group
Illinois
$1.9M
BFPW
821
BOK Financial Private Wealth
Colorado
$1.9M
PWA
822
Perspective Wealth Advisors
Colorado
$1.9M
BWM
823
Bernard Wealth Management
Michigan
$1.89M
APA
824
Astoria Portfolio Advisors
New York
$1.89M
IIC
825
Ironwood Investment Counsel
Arizona
$1.87M