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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
C
1126
Certuity
Florida
$787K -$13.8K -506 -2%
FC
1127
Fusion Capital
South Carolina
$785K +$22.7K +835 +3%
NHC
1128
Nicholas Hoffman & Company
Georgia
$784K +$23K +847 +3%
B
1129
Bailard
California
$783K -$27 -1 -0%
CWM
1130
CCG Wealth Management
California
$778K -$7.99K -294 -1%
CIAS
1131
CFS Investment Advisory Services
New Jersey
$778K +$395K +14,543 +105%
CCA
1132
Conservest Capital Advisors
Pennsylvania
$777K +$151K +5,552 +24%
YIH
1133
Y-Intercept (HK)
Hong Kong
$774K +$767K +28,225 New
BFA
1134
Beacon Financial Advisory
Ohio
$767K -$44.9K -1,651 -6%
IFWM
1135
Institute for Wealth Management
Colorado
$766K +$8.89K +327 +1%
PCA
1136
Prosperity Capital Advisors
Ohio
$766K +$759K +27,920 New
OFG
1137
Orcam Financial Group
California
$765K -$12.9K -476 -2%
Russell Investments Group
1138
Russell Investments Group
United Kingdom
$765K +$112K +4,108 +17%
BCM
1139
Brasada Capital Management
Texas
$764K
DP
1140
DDD Partners
Washington
$764K -$8.35K -307 -1%
HR
1141
Howe & Rusling
New York
$761K +$20.5K +753 +3%
NSAM
1142
North Star Asset Management
Wisconsin
$760K +$3.51K +129 +0.5%
SFG
1143
Sage Financial Group
Pennsylvania
$760K -$50.4K -1,855 -6%
CAL
1144
Capital Advisors Ltd
Ohio
$759K +$295K +10,839 +64%
RWP
1145
Ridgecrest Wealth Partners
California
$759K +$88.7K +3,264 +13%
SP
1146
Stonebrook Private
Michigan
$758K -$21.7K -799 -3%
SWRP
1147
Summit Wealth & Retirement Planning
California
$750K +$13.5K +495 +2%
FRA
1148
Front Row Advisors
California
$750K +$19.2K +706 +3%
SAM
1149
Sawgrass Asset Management
Florida
$750K +$9.71K +357 +1%
WMWM
1150
Wilkins Miller Wealth Management
Alabama
$750K -$29.9K -1,098 -4%