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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
PA
851
Planning Alternatives
Michigan
$1.69M
EFG
852
Embree Financial Group
Illinois
$1.69M
SLWA
853
San Luis Wealth Advisors
California
$1.68M
BWM
854
BCGM Wealth Management
Indiana
$1.68M
SCA
855
Snowden Capital Advisors
New York
$1.68M
DIA
856
Dean Investment Associates
Ohio
$1.67M
MPCL
857
My Personal CFO LLC
Washington
$1.66M
APIM
858
Agate Pass Investment Management
Washington
$1.66M
WWC
859
Waypoint Wealth Counsel
Georgia
$1.66M
TFA
860
Teamwork Financial Advisors
Texas
$1.66M
PA
861
Probity Advisors
Texas
$1.65M
OFS
862
Opus Financial Solutions
Illinois
$1.65M
MFG
863
MidWestOne Financial Group
Iowa
$1.64M
FWP
864
Forefront Wealth Partners
Texas
$1.64M
RFP
865
Root Financial Partners
California
$1.63M
TWM
866
Triton Wealth Management
Arizona
$1.63M
OFS
867
OneAscent Financial Services
Alabama
$1.62M
EWA
868
Elevate Wealth Advisory
Georgia
$1.6M
ADL
869
Asset Dedication LLC
California
$1.59M
CFP
870
Comprehensive Financial Planning
Pennsylvania
$1.59M
MA
871
Modus Advisors
Minnesota
$1.59M
BW
872
BIP Wealth
Georgia
$1.59M
CPP
873
Capasso Planning Partners
South Carolina
$1.59M
BDFN
874
Bond & Devick Financial Network
Minnesota
$1.59M
AFA
875
AllGen Financial Advisors
Florida
$1.58M