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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
RA
1001
Ransom Advisory
Rhode Island
$1.14M +$1.13M +41,680 New
VCA
1002
Verdence Capital Advisors
Maryland
$1.14M +$5.55K +204 +0.5%
KLCM
1003
KG&L Capital Management
Louisiana
$1.14M +$106K +3,913 +10%
KCM
1004
Kanawha Capital Management
Virginia
$1.14M -$6.8K -250 -0.6%
RF
1005
RHS Financial
California
$1.14M -$73.6K -2,707 -6%
WWA
1006
Wingate Wealth Advisors
Massachusetts
$1.14M -$86.6K -3,184 -7%
RGF
1007
Retirement Guys Formula
Ohio
$1.13M +$3.07K +113 +0.3%
CWM
1008
Collaborative Wealth Management
Florida
$1.13M +$52.2K +1,918 +5%
ODIJL
1009
One Day In July LLC
Vermont
$1.12M -$20.6K -756 -2%
FFG
1010
First Financial Group
North Carolina
$1.12M +$163K +5,978 +17%
MSA
1011
Marino Stram & Associates
Massachusetts
$1.11M -$56.8K -2,090 -5%
First Manhattan
1012
First Manhattan
New York
$1.11M +$27 +1 +0%
NCM
1013
Next Capital Management
New York
$1.11M +$13.9K +512 +1%
PFS
1014
Prospect Financial Services
New York
$1.1M -$825K -30,356 -43%
SC
1015
Sepio Capital
Utah
$1.1M +$1.09M +40,158 New
TPW
1016
Transatlantique Private Wealth
New York
$1.09M +$94.2K +3,464 +10%
CIA
1017
Compass Ion Advisors
Pennsylvania
$1.09M -$81.3K -2,990 -7%
MWP
1018
Madison Wealth Partners
Wisconsin
$1.09M +$552K +20,296 +105%
BTWM
1019
Baker Tilly Wealth Management
Wisconsin
$1.08M -$1.01K -37 -0.1%
AWG
1020
Altus Wealth Group
Colorado
$1.08M -$320K -11,766 -23%
CHJWM
1021
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$57.9K +2,128 +6%
WCFA
1022
Walkner Condon Financial Advisors
Wisconsin
$1.07M -$15.2K -559 -1%
CCM
1023
Colorado Capital Management
Colorado
$1.06M +$9.84K +362 +0.9%
GGS
1024
Galvin Gaustad & Stein
Arizona
$1.06M -$305K -11,220 -23%
MFG
1025
Magnus Financial Group
New York
$1.06M +$130K +4,764 +14%