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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
FPWM
1201
FSB Premier Wealth Management
Iowa
$667K -$41.8K -1,538 -6%
SA
1202
Stewardship Advisors
Pennsylvania
$667K +$21.9K +807 +3%
TCOT
1203
Trust Company of Toledo
Ohio
$666K
BIG
1204
Brookwood Investment Group
Arizona
$663K -$7.83K -288 -1%
NC
1205
North Capital
Utah
$661K +$441K +16,212 +205%
NSG
1206
Nalls Sherbakoff Group
Tennessee
$661K -$5.44K -200 -0.8%
SAM
1207
SP Asset Management
California
$660K +$6.42K +236 +1%
GWM
1208
Greenhouse Wealth Management
Connecticut
$654K -$38.9K -1,429 -6%
WOSD
1209
WFA of San Diego
California
$652K +$163 +6 +0%
MHR
1210
Matthew Hamilton Rosenberg
$651K
AA
1211
Argent Advisors
Louisiana
$649K +$643K +23,649 New
Federated Hermes
1212
Federated Hermes
Pennsylvania
$644K
MW
1213
Members Wealth
Pennsylvania
$644K -$3.07M -112,896 -84%
CD
1214
Capital Developers
North Carolina
$640K +$634K +23,314 New
SLP
1215
Storen Legacy Partners
Indiana
$639K +$634K +23,307 New
OWP
1216
Obermeyer Wealth Partners
Colorado
$638K +$100K +3,685 +19%
WCM
1217
Wealthcare Capital Management
Virginia
$638K -$274K -10,095 -30%
EW
1218
Element Wealth
Mississippi
$637K +$164K +6,033 +35%
CC
1219
Cypress Capital
Tennessee
$633K -$2.47K -91 -0.4%
VIP
1220
Value Investment Professionals
New York
$632K +$627K +23,045 New
DQRIM
1221
Dale Q Rice Investment Management
Washington
$630K
PAG
1222
Paladin Advisory Group
Iowa
$628K -$50.9K -1,872 -8%
EPI
1223
Eddie Patel Inc
Illinois
$628K +$623K +22,906 New
FC
1224
Fulcrum Capital
Washington
$628K
KFAS
1225
Keating Financial Advisory Services
Kansas
$627K +$621K +22,849 New