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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
CD
1176
Chapin Davis
Maryland
$698K
BF
1177
Bonfire Financial
Colorado
$696K
SPL
1178
Smart Portfolios LLC
Washington
$695K
KFI
1179
Key Financial Inc
Pennsylvania
$695K
FWA
1180
FSM Wealth Advisors
Ohio
$695K
ACA
1181
American Capital Advisory
Idaho
$689K
MSA
1182
McAlister Sweet & Associates
Texas
$688K
M1FG
1183
Mach-1 Financial Group
Arkansas
$687K
LAIC
1184
Lederer & Associates Investment Counsel
California
$683K
EIA
1185
Eldridge Investment Advisors
New Hampshire
$683K
I
1186
INVST
Indiana
$680K
NFS
1187
NewCorp Financial Services
Georgia
$679K
RCWM
1188
Red Crane Wealth Management
California
$679K
WETS
1189
Wealth Enhancement Trust Services
South Dakota
$679K
CG
1190
Cynosure Group
Utah
$678K
CMAI
1191
Capital Management Associates Inc
Minnesota
$674K
LF
1192
LifePlan Financial
Minnesota
$673K
SP
1193
Successful Portfolios
Florida
$673K
PB
1194
Pinnacle Bancorp
Nebraska
$671K
CRI
1195
Commonwealth Retirement Investments
Virginia
$671K
SWA
1196
Strategies Wealth Advisors
Michigan
$669K
FPWM
1197
FSB Premier Wealth Management
Iowa
$667K
SA
1198
Stewardship Advisors
Pennsylvania
$667K
TCOT
1199
Trust Company of Toledo
Ohio
$666K
BIG
1200
Brookwood Investment Group
Arizona
$663K