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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
CAGAS
926
Capital Advisory Group Advisory Services
Minnesota
$1.39M -$29.2K -1,073 -2%
IC
927
Inscription Capital
Texas
$1.39M -$41.2K -1,517 -3%
OF
928
Outfitter Financial
Maine
$1.39M -$92.4K -3,400 -6%
RFA
929
Register Financial Advisors
Georgia
$1.39M -$813K -29,906 -37%
MTIC
930
Missouri Trust & Investment Company
Missouri
$1.38M -$19K -700 -1%
PWP
931
Precedent Wealth Partners
Texas
$1.37M +$17.8K +655 +1%
ECA
932
Elevation Capital Advisory
Oregon
$1.37M -$94.6K -3,480 -7%
PWA
933
Pitcairn Wealth Advisors
Pennsylvania
$1.36M +$1.35M +49,683 New
UBS AM
934
UBS AM
Illinois
$1.36M +$1.35M +49,583 New
BCWM
935
Bartlett & Co Wealth Management
Ohio
$1.36M +$571K +20,982 +74%
ES
936
ETF Store
Kansas
$1.35M +$8.59K +316 +0.6%
SMWM
937
Silvia McColl Wealth Management
California
$1.35M -$259K -9,508 -16%
DT
938
Diversified Trust
Tennessee
$1.35M -$48.7K -1,792 -4%
AIA
939
Ally Invest Advisors
North Carolina
$1.35M +$327K +12,043 +32%
AW
940
Ankerstar Wealth
Texas
$1.34M +$1.33M +48,973 New
TCA
941
Transcend Capital Advisors
New Jersey
$1.34M +$36.6K +1,346 +3%
WMA
942
West Michigan Advisors
Michigan
$1.33M +$25.9K +951 +2%
GWMI
943
Guardian Wealth Management (Illinois)
Illinois
$1.33M -$29.6K -1,089 -2%
CS
944
Capital Square
Tennessee
$1.32M -$14.8K -543 -1%
PAG
945
Private Advisory Group
Washington
$1.32M -$95.6K -3,517 -7%
WIC
946
Woodmont Investment Counsel
Tennessee
$1.32M -$29.9K -1,101 -2%
EA
947
Enclave Advisors
Texas
$1.32M -$628K -23,084 -32%
FWM
948
Focused Wealth Management
New York
$1.31M -$254K -9,346 -16%
RCWM
949
Royal Capital Wealth Management
Indiana
$1.31M +$2.72K +100 +0.2%
CAM
950
Costello Asset Management
Pennsylvania
$1.3M -$469K -17,245 -27%