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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
BFP
951
Birchwood Financial Partners
Minnesota
$1.29M +$1.28M +47,135 New
TWA
952
Trace Wealth Advisors
California
$1.29M +$1.28M +46,912 New
TCM
953
TruNorth Capital Management
Michigan
$1.29M +$40.4K +1,484 +3%
WAL
954
W Advisors LLC
Tennessee
$1.28M +$62.1K +2,283 +5%
CIM
955
Catalyst Investment Management
New Hampshire
$1.28M +$1.27M +46,757 New
SC
956
SouthState Corp
Florida
$1.28M +$847K +31,152 +201%
EFG
957
Ehrlich Financial Group
California
$1.27M -$171K -6,302 -12%
GWP
958
Gateway Wealth Partners
Wisconsin
$1.27M +$267K +9,830 +27%
EWM
959
Evergreen Wealth Management
Michigan
$1.27M +$32.9K +1,210 +3%
DAS
960
Diversify Advisory Services
Utah
$1.26M +$441K +16,211 +59%
O3W
961
Omni 360 Wealth
New Jersey
$1.26M -$435K -15,994 -27%
AL
962
Aspiriant LLC
California
$1.25M +$151K +5,543 +14%
TCM
963
Traynor Capital Management
Pennsylvania
$1.25M +$375K +13,801 +43%
DI
964
Disciplined Investors
Texas
$1.25M -$19.4K -713 -2%
MWA
965
Medallion Wealth Advisors
Connecticut
$1.25M -$238K -8,753 -16%
HTC
966
Haverford Trust Company
Pennsylvania
$1.24M
LOIM
967
Liberty One Investment Management
Illinois
$1.24M -$812K -29,874 -40%
HNB
968
Hilltop National Bank
Wyoming
$1.24M
RWM
969
Revisor Wealth Management
Ohio
$1.23M +$1.18M +43,300 New
GFG
970
Grantvest Financial Group
New Jersey
$1.23M -$203K -7,473 -14%
WTA
971
Washington Trust Advisors
Massachusetts
$1.23M +$63.5K +2,336 +5%
LC
972
Landaas & Company
Wisconsin
$1.22M +$59.5K +2,188 +5%
BFG
973
Bleakley Financial Group
New Jersey
$1.22M -$6.28K -231 -0.5%
WCM
974
WealthBridge Capital Management
Ohio
$1.22M -$4.02K -148 -0.3%
PWA
975
Principia Wealth Advisory
Texas
$1.22M -$1.14M -41,921 -49%