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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
GAM
1026
Gotham Asset Management
New York
$1.05M
RK
1027
Rather & Kittrell
Tennessee
$1.05M
RIL
1028
Rothschild Investment LLC
Illinois
$1.05M +$187K +6,860 +22%
SIC
1029
Salem Investment Counselors
North Carolina
$1.04M -$659K -24,224 -39%
YWM
1030
Yoder Wealth Management
California
$1.04M -$40.8K -1,500 -4%
GJIA
1031
Glass Jacobson Investment Advisors
Maryland
$1.04M -$32K -1,178 -3%
IWP
1032
Insight Wealth Partners
Texas
$1.04M +$14.6K +536 +1%
BWL
1033
Bogart Wealth LLC
Virginia
$1.02M -$122K -4,484 -11%
MC
1034
Moors & Cabot
Massachusetts
$1.02M +$87.1K +3,203 +9%
CAM
1035
Carret Asset Management
New York
$1.02M +$242K +8,912 +32%
MCM
1036
MidAtlantic Capital Management
Virginia
$1.02M -$59.7K -2,195 -6%
SC
1037
Soundwatch Capital
Connecticut
$1.02M +$159K +5,841 +19%
FWI
1038
Facet Wealth Inc
Maryland
$1.01M +$277K +10,176 +42%
SW
1039
SVB Wealth
Massachusetts
$1.01M -$471K -17,308 -32%
EWM
1040
Elmwood Wealth Management
California
$1M +$994K +36,548 New
TCM
1041
TD Capital Management
Tennessee
$999K -$24.9K -917 -2%
CNFG
1042
Creegan & Nassoura Financial Group
New Hampshire
$993K -$14.1K -519 -1%
FWP
1043
FAS Wealth Partners
Kansas
$990K -$6.85K -252 -0.7%
NCM
1044
Narwhal Capital Management
Georgia
$979K -$14.3K -525 -1%
HWA
1045
Heritage Wealth Architects
Minnesota
$977K -$139K -5,114 -13%
MWP
1046
Meridian Wealth Partners
Pennsylvania
$975K -$375K -13,806 -28%
KFP
1047
KMG Fiduciary Partners
Ohio
$972K +$315K +11,596 +49%
CMBA
1048
C.M. Bidwell & Associates
Hawaii
$968K +$21.6K +793 +2%
VFG
1049
V2 Financial group
Illinois
$966K +$957K +35,200 New
CW
1050
Code Waechter
Florida
$965K -$4.05K -149 -0.4%