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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
IA
851
Inspire Advisors
Idaho
$1.69M +$311K +11,449 +23%
TIA
852
Traphagen Investment Advisors
New Jersey
$1.69M +$602K +22,130 +56%
Natixis Advisors
853
Natixis Advisors
Massachusetts
$1.69M +$240K +8,811 +17%
PA
854
Planning Alternatives
Michigan
$1.69M -$26.6K -978 -2%
EFG
855
Embree Financial Group
Illinois
$1.69M -$1.06K -39 -0.1%
SLWA
856
San Luis Wealth Advisors
California
$1.68M +$243K +8,936 +17%
BWM
857
BCGM Wealth Management
Indiana
$1.68M -$204K -7,513 -11%
SCA
858
Snowden Capital Advisors
New York
$1.68M -$14.1M -516,874 -89%
DIA
859
Dean Investment Associates
Ohio
$1.67M +$1.65M +60,768 New
MPCL
860
My Personal CFO LLC
Washington
$1.66M +$1.65M +60,581 New
APIM
861
Agate Pass Investment Management
Washington
$1.66M -$74.1K -2,725 -4%
WWC
862
Waypoint Wealth Counsel
Georgia
$1.66M -$378K -13,896 -19%
TFA
863
Teamwork Financial Advisors
Texas
$1.66M -$154K -5,648 -9%
PA
864
Probity Advisors
Texas
$1.65M +$71.5K +2,631 +5%
OFS
865
Opus Financial Solutions
Illinois
$1.65M +$1.64M +60,179 New
MFG
866
MidWestOne Financial Group
Iowa
$1.64M +$101K +3,728 +7%
FWP
867
Forefront Wealth Partners
Texas
$1.64M -$128K -4,712 -7%
RFP
868
Root Financial Partners
California
$1.63M -$311K -11,454 -16%
TWM
869
Triton Wealth Management
Arizona
$1.63M +$552K +20,295 +61%
OFS
870
OneAscent Financial Services
Alabama
$1.62M +$441K +16,212 +38%
EWA
871
Elevate Wealth Advisory
Georgia
$1.6M -$154K -5,659 -9%
ADL
872
Asset Dedication LLC
California
$1.59M -$16.7K -613 -1%
CFP
873
Comprehensive Financial Planning
Pennsylvania
$1.59M -$126K -4,617 -7%
MA
874
Modus Advisors
Minnesota
$1.59M -$11.7K -430 -0.7%
BW
875
BIP Wealth
Georgia
$1.59M +$1.58M +57,936 New