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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
VIA
901
Victrix Investment Advisors
Florida
$1.47M +$1.45M +53,450 New
CWP
902
Clark Wealth Partners
Illinois
$1.47M
MCC
903
Money Concepts Capital
Florida
$1.47M -$70.9K -2,606 -5%
ARG
904
Advisory Resource Group
Oklahoma
$1.46M +$59.8K +2,199 +4%
IAP
905
Indie Asset Partners
Indiana
$1.46M -$30.2K -1,111 -2%
LHP
906
Lexington Hill Partners
Texas
$1.46M +$1.44M +53,099 New
MCA
907
Magnolia Capital Advisors
Mississippi
$1.46M +$388K +14,275 +37%
JDLA
908
J. Derek Lewis & Associates
California
$1.45M +$1.43M +52,752 New
GI
909
Gradient Investments
Minnesota
$1.45M +$5.06K +186 +0.4%
BFS
910
Bradley Foster & Sargent
Connecticut
$1.44M +$528K +19,408 +58%
SIAG
911
Signet Investment Advisory Group
Rhode Island
$1.44M +$16.8K +617 +1%
TWM
912
Thrive Wealth Management
Pennsylvania
$1.44M +$7.75K +285 +0.5%
MAMG
913
Milestone Asset Management Group
Connecticut
$1.44M -$14.3K -526 -1%
BPW
914
BLVD Private Wealth
Kentucky
$1.44M +$41.9K +1,542 +3%
AC
915
Attessa Capital
Arizona
$1.43M -$843 -31 -0.1%
CCFM
916
Clear Creek Financial Management
Washington
$1.43M +$139K +5,101 +11%
EFG
917
Ethos Financial Group
Pennsylvania
$1.43M +$58.9K +2,168 +4%
Empower Advisory Group
918
Empower Advisory Group
Colorado
$1.42M -$552K -20,286 -28%
WHC
919
Wulff, Hansen & Co
California
$1.42M +$3.26K +120 +0.2%
PWSG
920
Pacific Wealth Strategies Group
California
$1.41M -$75.6K -2,781 -5%
LNWTC
921
Laird Norton Wetherby Trust Company
Washington
$1.41M +$1.4M +51,513 New
JWM
922
Jupiter Wealth Management
Colorado
$1.41M +$816K +30,000 +200%
WI
923
Westbourne Investments
Virginia
$1.41M -$23.8K -874 -2%
CAI
924
Capital Advisors Inc
Oklahoma
$1.4M +$179K +6,600 +15%
SWP
925
Semus Wealth Partners
Florida
$1.4M +$11.2K +411 +0.8%