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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
RRWA
1151
Rainey & Randall Wealth Advisors
Florida
$739K
FCM
1152
Firestone Capital Management
Florida
$739K
GC
1153
Grimes & Company
Massachusetts
$737K
VCAM
1154
Van Cleef Asset Management
Ohio
$737K
WB
1155
Webster Bank
Connecticut
$737K
MA
1156
Mezzasalma Advisors
New Jersey
$734K
OL
1157
Owen LaRue
Kentucky
$731K
RM
1158
RCW Management
Florida
$731K
CWA
1159
Crusonia Wealth Advisors
Colorado
$730K
SPWM
1160
Schrum Private Wealth Management
Florida
$729K
CWA
1161
Clearview Wealth Advisors
Oregon
$728K
APW
1162
Austin Private Wealth
Texas
$724K
FB
1163
Fulton Bank
Pennsylvania
$724K
JFGIW
1164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K
BIG
1165
Builder Investment Group
Georgia
$717K
PPWM
1166
Perissos Private Wealth Management
Oklahoma
$716K
CWRP
1167
Cassady Wealth & Retirement Planning
Nevada
$712K
ECM
1168
Evergreen Capital Management
Washington
$711K
CCP
1169
Carmel Capital Partners
California
$710K
PJSIMP
1170
P.J. Schmidt Investment Management (PJS)
Wisconsin
$709K
WCM
1171
Weik Capital Management
Pennsylvania
$708K
FPH
1172
Financial Planning Hawaii
Hawaii
$708K
VMMC
1173
V.M. Manning & Co
South Carolina
$702K
TC
1174
Trust Company
Kansas
$701K
VAG
1175
VisionPoint Advisory Group
Texas
$698K