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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
CPP
876
Capasso Planning Partners
South Carolina
$1.59M -$369K -13,556 -19%
BDFN
877
Bond & Devick Financial Network
Minnesota
$1.59M +$24.3K +894 +2%
AFA
878
AllGen Financial Advisors
Florida
$1.58M -$155K -5,714 -9%
PTC
879
Private Trust Company
Ohio
$1.58M -$293K -10,761 -16%
TAM
880
Townsend Asset Management
North Carolina
$1.56M -$101K -3,701 -6%
OCPWS
881
One Charles Private Wealth Services
Massachusetts
$1.56M
SW
882
Simplicity Wealth
New Jersey
$1.56M -$1.02M -37,686 -40%
CSA
883
Cottage Street Advisors
Massachusetts
$1.55M +$424K +15,576 +38%
RFA
884
Rollins Financial Advisors
New York
$1.55M -$1.46M -53,878 -49%
BCA
885
Bay Colony Advisors
Massachusetts
$1.55M +$544 +20 +0%
AP
886
Advisortrust Partners
North Carolina
$1.54M +$1.53M +56,324 New
FCIM
887
Fairview Capital Investment Management
California
$1.54M +$32.2K +1,185 +2%
Fisher Asset Management
888
Fisher Asset Management
Washington
$1.54M -$1.83M -67,470 -55%
WB
889
West Bancorporation
Iowa
$1.52M +$97.9K +3,600 +7%
MWM
890
Mission Wealth Management
California
$1.52M +$74.1K +2,727 +5%
GLA
891
Great Lakes Advisors
Illinois
$1.52M +$83.7K +3,077 +6%
TIAA Trust, National Association
892
TIAA Trust, National Association
North Carolina
$1.51M -$1.85K -68 -0.1%
RW
893
REDW Wealth
New Mexico
$1.51M +$22.5K +826 +2%
EFS
894
Essex Financial Services
Connecticut
$1.51M +$1.2K +44 +0.1%
PFBT
895
Parkside Financial Bank & Trust
Missouri
$1.51M +$128K +4,700 +9%
GSEP
896
Golden State Equity Partners
California
$1.49M -$54.1K -1,988 -4%
TLFA
897
True Link Financial Advisors
California
$1.49M -$30.5M -1,122,768 -95%
AIM
898
Aspen Investment Management
Michigan
$1.49M +$117K +4,318 +9%
KA
899
KLCM Advisors
Wisconsin
$1.49M +$1.47M +54,239 New
HNB
900
Huntington National Bank
Ohio
$1.48M