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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

161% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 101

7% more funds holding

Funds holding: 1,8011,933 (+132)

1% more funds holding in top 10

Funds holding in top 10: 208211 (+3)

0.28% less ownership

Funds ownership: 31.07%30.79% (-0.28%)

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
+132
Holders Change %
+7.33%
% of All Funds
23.52%
Holding in Top 10
211
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.44%
% of All Funds
2.57%
New
264
Increased
738
Reduced
755
Closed
101
Calls
$101M
Puts
$121M
Net Calls
-$19.9M
Net Calls Change
-$84M
Name Holding Trade Value Shares
Change
Change in
Stake
TAFW
826
Tred Avon Family Wealth
Maryland
$1.86M -$87.5K -3,217 -5%
BAG
827
Bauman Advisory Group
Nevada
$1.86M +$1.84M +67,842 New
WCM
828
Whitener Capital Management
North Carolina
$1.85M -$24K -882 -1%
V
829
ViaWealth
Kansas
$1.85M -$56.7K -2,085 -3%
GWMR
830
GC Wealth Management RIA
Massachusetts
$1.84M -$103K -3,785 -5%
JFG
831
JMG Financial Group
Illinois
$1.84M -$63.4K -2,332 -3%
SFC
832
Strategic Financial Concepts
Texas
$1.83M -$1.48M -54,455 -45%
FP
833
Financial Perspectives
Minnesota
$1.83M +$8.62K +317 +0.5%
EAM
834
Evanson Asset Management
California
$1.83M +$131K +4,808 +8%
JCM
835
Janney Capital Management
Pennsylvania
$1.82M -$15.3K -563 -0.8%
WP
836
WealthShield Partners
North Carolina
$1.82M +$175K +6,449 +11%
CPA
837
Cathy Pareto & Associates
Florida
$1.82M -$74K -2,721 -4%
FFA
838
Founders Financial Alliance
North Carolina
$1.8M -$8.7K -320 -0.5%
NGA
839
Naples Global Advisors
Florida
$1.8M -$119K -4,369 -6%
PEA
840
Park Edge Advisors
Ohio
$1.8M +$120K +4,397 +7%
FGC
841
First Growth Capital
Maryland
$1.79M +$1.54M +56,645 New
Vanguard Group
842
Vanguard Group
Pennsylvania
$1.79M +$31.2K +1,148 +2%
CFG
843
Chapman Financial Group
Hawaii
$1.76M +$19.7K +725 +1%
ETS
844
ESL Trust Services
New York
$1.76M -$43.1M -1,584,468 -96%
IAIM
845
International Assets Investment Management
Florida
$1.73M +$58.6K +2,155 +4%
BIS
846
BG Investment Services
Guam
$1.73M +$27.7K +1,019 +2%
RWP
847
RWA Wealth Partners
Massachusetts
$1.72M +$442K +16,267 +35%
GS
848
GWN Securities
Florida
$1.72M +$257K +9,458 +18%
WG
849
Wellington Group
Indiana
$1.72M +$1.7M +62,663 New
WFG
850
Wills Financial Group
Virginia
$1.71M -$80.1K -2,947 -5%