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Schwab US Dividend Equity ETF

1,925 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 260 funds opening new positions, 737 increasing their positions, 753 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $22.2B → $22B (-$186M)

2% less repeat investments, than reductions

Existing positions increased: 737 | Existing positions reduced: 753

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,925
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
210
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JRPIM
976
Journey Retirement Planning & Investment Management
Idaho
$1.21M
SWP
977
Sagespring Wealth Partners
Tennessee
$1.2M
FWSM
978
First Wilshire Securities Management
California
$1.2M
MSWM
979
McGlone Suttner Wealth Management
Wisconsin
$1.2M
AIA
980
AssuredPartners Investment Advisors
Florida
$1.2M
LCWP
981
Legacy Capital Wealth Partners
Arkansas
$1.2M
CAMG
982
CWA Asset Management Group
Florida
$1.2M
FNBTCON
983
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M
BFS
984
Bare Financial Services
Pennsylvania
$1.19M
GK
985
Graney & King
New York
$1.19M
CWM
986
Cornerstone Wealth Management
Missouri
$1.19M
SFC
987
SYM Financial Corp
Indiana
$1.18M
CA
988
Clune & Associates
Illinois
$1.18M
GWM
989
Gilpin Wealth Management
Colorado
$1.18M
SIMC
990
Squire Investment Management Company
Utah
$1.18M
JIC
991
Joel Isaacson & Co
New York
$1.18M
FCH
992
Freestone Capital Holdings
Washington
$1.17M
BAWC
993
Boyce & Associates Wealth Consulting
Texas
$1.17M
GAA
994
Guardian Asset Advisors
Pennsylvania
$1.16M
1CP
995
17 Capital Partners
Arizona
$1.16M
TWP
996
Triad Wealth Partners
Kansas
$1.15M
RA
997
Ransom Advisory
Rhode Island
$1.14M
VCA
998
Verdence Capital Advisors
Maryland
$1.14M
KLCM
999
KG&L Capital Management
Louisiana
$1.14M
KCM
1000
Kanawha Capital Management
Virginia
$1.14M