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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
SWP
976
Summit Wealth Partners
Florida
$1.22M +$20K +736 +2%
GS
977
GTS Securities
New York
$1.21M +$1.2M +44,200 New
National Bank of Canada
978
National Bank of Canada
Quebec, Canada
$1.21M +$405K +14,877 +51%
JRPIM
979
Journey Retirement Planning & Investment Management
Idaho
$1.21M +$1.2M +43,968 New
SWP
980
Sagespring Wealth Partners
Tennessee
$1.2M -$382K -14,039 -24%
FWSM
981
First Wilshire Securities Management
California
$1.2M
MSWM
982
McGlone Suttner Wealth Management
Wisconsin
$1.2M +$22.9K +842 +2%
AIA
983
AssuredPartners Investment Advisors
Florida
$1.2M +$974K +35,834 +448%
LCWP
984
Legacy Capital Wealth Partners
Arkansas
$1.2M -$244K -8,987 -17%
CAMG
985
CWA Asset Management Group
Florida
$1.2M +$200K +7,358 +20%
FNBTCON
986
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M +$34K +1,250 +3%
BFS
987
Bare Financial Services
Pennsylvania
$1.19M +$1.18M +43,420 New
GK
988
Graney & King
New York
$1.19M -$231K -8,482 -16%
CWM
989
Cornerstone Wealth Management
Missouri
$1.19M +$315K +11,568 +36%
SFC
990
SYM Financial Corp
Indiana
$1.18M -$73.3K -2,695 -6%
CA
991
Clune & Associates
Illinois
$1.18M +$111K +4,075 +10%
GWM
992
Gilpin Wealth Management
Colorado
$1.18M +$1.17M +42,935 New
SIMC
993
Squire Investment Management Company
Utah
$1.18M +$148K +5,432 +15%
JIC
994
Joel Isaacson & Co
New York
$1.18M +$11.2K +411 +1%
FCH
995
Freestone Capital Holdings
Washington
$1.17M +$448K +16,486 +63%
BAWC
996
Boyce & Associates Wealth Consulting
Texas
$1.17M +$56.9K +2,092 +5%
FMI
997
Financial Management Inc
Arkansas
$1.16M +$1.15M +42,335 New
GAA
998
Guardian Asset Advisors
Pennsylvania
$1.16M -$49.4K -1,816 -4%
1CP
999
17 Capital Partners
Arizona
$1.16M -$114K -4,197 -9%
TWP
1000
Triad Wealth Partners
Kansas
$1.15M +$426K +15,657 +60%