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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
AO
1101
Advisor OS
Illinois
$822K
CSPIA
1102
Cary Street Partners Investment Advisory
Virginia
$821K
BONH
1103
Bank of New Hampshire
New Hampshire
$818K
OC
1104
Oarsman Capital
Wisconsin
$818K
SF
1105
Steffes Financial
Kansas
$817K
DWP
1106
Daymark Wealth Partners
Ohio
$817K
AGC
1107
August Group Capital
$813K
CWM
1108
Connecticut Wealth Management
Connecticut
$812K
LOWM
1109
Laurel Oak Wealth Management
New Jersey
$812K
BHBT
1110
Burke & Herbert Bank & Trust
Virginia
$811K
PMFA
1111
Plante Moran Financial Advisors
Michigan
$810K
BWM
1112
BNC Wealth Management
Oregon
$804K
VAS
1113
Valicenti Advisory Services
New York
$803K
CCA
1114
Carrera Capital Advisors
Michigan
$802K
CA
1115
CGN Advisors
Kansas
$800K
TBC
1116
Ted Buchan & Co
California
$798K
TC
1117
TFR Capital
Texas
$795K
FFM
1118
Forum Financial Management
Illinois
$794K
AA
1119
Ancora Advisors
Ohio
$793K
HIC
1120
Holderness Investments Company
North Carolina
$790K
DWMS
1121
Dominguez Wealth Management Solutions
Virginia
$789K
C
1122
Certuity
Florida
$787K
FC
1123
Fusion Capital
South Carolina
$785K
NHC
1124
Nicholas Hoffman & Company
Georgia
$784K
B
1125
Bailard
California
$783K