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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
CFCS
1151
CDM Financial Counseling Services
Connecticut
$748K +$741K +27,264 New
RWM
1152
Rench Wealth Management
Texas
$746K -$18K -662 -2%
SAG
1153
SageView Advisory Group
California
$746K -$167K -6,127 -18%
BWP
1154
Bernardo Wealth Planning
Pennsylvania
$746K +$89.5K +3,292 +14%
RRWA
1155
Rainey & Randall Wealth Advisors
Florida
$739K +$4.32K +159 +0.6%
FCM
1156
Firestone Capital Management
Florida
$739K -$22.2K -815 -3%
GC
1157
Grimes & Company
Massachusetts
$737K +$54.4K +2,000 +8%
VCAM
1158
Van Cleef Asset Management
Ohio
$737K -$42.3K -1,556 -5%
WB
1159
Webster Bank
Connecticut
$737K -$15.9K -585 -2%
MA
1160
Mezzasalma Advisors
New Jersey
$734K -$781K -28,735 -52%
OL
1161
Owen LaRue
Kentucky
$731K +$390K +14,329 +116%
RM
1162
RCW Management
Florida
$731K +$724K +26,641 New
CWA
1163
Crusonia Wealth Advisors
Colorado
$730K +$724K +26,621 New
SPWM
1164
Schrum Private Wealth Management
Florida
$729K +$74.9K +2,755 +12%
CWA
1165
Clearview Wealth Advisors
Oregon
$728K -$225K -8,269 -24%
APW
1166
Austin Private Wealth
Texas
$724K +$19.7K +726 +3%
FB
1167
Fulton Bank
Pennsylvania
$724K +$211K +7,770 +42%
JFGIW
1168
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K +$42.6K +1,566 +6%
BIG
1169
Builder Investment Group
Georgia
$717K +$1.06K +39 +0.1%
PPWM
1170
Perissos Private Wealth Management
Oklahoma
$716K +$15.9K +586 +2%
CWRP
1171
Cassady Wealth & Retirement Planning
Nevada
$712K +$706K +25,964 New
ECM
1172
Evergreen Capital Management
Washington
$711K -$15.5K -569 -2%
CCP
1173
Carmel Capital Partners
California
$710K +$353K +13,000 +101%
PJSIMP
1174
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K -$23.1K -850 -3%
WCM
1175
Weik Capital Management
Pennsylvania
$708K -$46.2K -1,700 -6%