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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
FPH
1176
Financial Planning Hawaii
Hawaii
$708K +$702K +25,805 New
VMMC
1177
V.M. Manning & Co
South Carolina
$702K -$2.23K -82 -0.3%
TC
1178
Trust Company
Kansas
$701K +$460K +16,913 +196%
VAG
1179
VisionPoint Advisory Group
Texas
$698K -$62.8K -2,310 -8%
CD
1180
Chapin Davis
Maryland
$698K +$598 +22 +0.1%
BF
1181
Bonfire Financial
Colorado
$696K
SPL
1182
Smart Portfolios LLC
Washington
$695K
KFI
1183
Key Financial Inc
Pennsylvania
$695K
FWA
1184
FSM Wealth Advisors
Ohio
$695K -$13.8K -506 -2%
ACA
1185
American Capital Advisory
Idaho
$689K +$136 +5 +0%
MSA
1186
McAlister Sweet & Associates
Texas
$688K -$29.4K -1,083 -4%
M1FG
1187
Mach-1 Financial Group
Arkansas
$687K +$248K +9,120 +57%
LAIC
1188
Lederer & Associates Investment Counsel
California
$683K +$27.2K +999 +4%
EIA
1189
Eldridge Investment Advisors
New Hampshire
$683K +$27 +1 +0%
I
1190
INVST
Indiana
$680K -$8.46K -311 -1%
NFS
1191
NewCorp Financial Services
Georgia
$679K +$673K +24,769 New
RCWM
1192
Red Crane Wealth Management
California
$679K -$13.4K -494 -2%
WETS
1193
Wealth Enhancement Trust Services
South Dakota
$679K +$673K +24,737 New
CG
1194
Cynosure Group
Utah
$678K -$423K -15,540 -39%
CMAI
1195
Capital Management Associates Inc
Minnesota
$674K -$33.4K -1,229 -5%
LF
1196
LifePlan Financial
Minnesota
$673K -$10.3K -380 -2%
SP
1197
Successful Portfolios
Florida
$673K +$212K +7,789 +49%
PB
1198
Pinnacle Bancorp
Nebraska
$671K -$73.9K -2,718 -10%
CRI
1199
Commonwealth Retirement Investments
Virginia
$671K -$529K -19,470 -44%
SWA
1200
Strategies Wealth Advisors
Michigan
$669K -$81.2K -2,985 -11%