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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
TNBTD
1101
Trustmark National Bank Trust Department
Mississippi
$829K -$32.6K -1,200 -4%
CAM
1102
CPA Asset Management
Florida
$824K -$127K -4,681 -13%
IWS
1103
Integrity Wealth Solutions
Colorado
$824K +$817K +30,053 New
SA
1104
Sunesis Advisors
Kansas
$823K
AO
1105
Advisor OS
Illinois
$822K +$243K +8,945 +43%
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$821K +$580K +21,323 +248%
BONH
1107
Bank of New Hampshire
New Hampshire
$818K -$10.7K -395 -1%
OC
1108
Oarsman Capital
Wisconsin
$818K -$2.07K -76 -0.3%
SF
1109
Steffes Financial
Kansas
$817K +$810K +29,780 New
DWP
1110
Daymark Wealth Partners
Ohio
$817K +$38.7K +1,424 +5%
AGC
1111
August Group Capital
$813K +$806K +29,646 New
CWM
1112
Connecticut Wealth Management
Connecticut
$812K
LOWM
1113
Laurel Oak Wealth Management
New Jersey
$812K +$805K +29,594 New
BHBT
1114
Burke & Herbert Bank & Trust
Virginia
$811K +$137K +5,045 +21%
PMFA
1115
Plante Moran Financial Advisors
Michigan
$810K +$459K +16,869 +133%
BWM
1116
BNC Wealth Management
Oregon
$804K -$364K -13,381 -31%
VAS
1117
Valicenti Advisory Services
New York
$803K -$38.9K -1,430 -5%
CCA
1118
Carrera Capital Advisors
Michigan
$802K +$341K +12,554 +75%
CA
1119
CGN Advisors
Kansas
$800K -$50.2K -1,847 -6%
TBC
1120
Ted Buchan & Co
California
$798K +$94K +3,456 +13%
TC
1121
TFR Capital
Texas
$795K -$9.84K -362 -1%
FFM
1122
Forum Financial Management
Illinois
$794K +$66.5K +2,446 +9%
AA
1123
Ancora Advisors
Ohio
$793K -$653 -24 -0.1%
HIC
1124
Holderness Investments Company
North Carolina
$790K -$349K -12,847 -31%
DWMS
1125
Dominguez Wealth Management Solutions
Virginia
$789K +$131K +4,833 +20%