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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
AP
1226
Appleton Partners
Massachusetts
$626K -$15.6K -575 -2%
MWA
1227
Meridian Wealth Advisors
Texas
$626K +$154K +5,655 +33%
BCMLT
1228
Beacon Capital Management LLC (Tennessee)
Tennessee
$626K +$12.6K +462 +2%
MCP
1229
Mirador Capital Partners
California
$626K +$88.3K +3,246 +17%
AWA
1230
Arete Wealth Advisors
Illinois
$625K +$39.3K +1,445 +7%
DWA
1231
Delap Wealth Advisory
Oregon
$625K +$6.04K +222 +1%
PMSA
1232
Patrick M. Sweeney & Associates
Illinois
$624K +$57.5K +2,113 +10%
LWM
1233
Lyell Wealth Management
California
$623K -$16.3K -600 -3%
KCFA
1234
Key Client Fiduciary Advisors
New Jersey
$620K +$615K +22,611 New
CWM
1235
Calamos Wealth Management
Illinois
$619K +$63.4K +2,332 +12%
AFO
1236
Allie Family Office
Florida
$616K -$565K -20,792 -48%
CP
1237
Capital Planning
Washington
$614K +$140K +5,148 +30%
BWP
1238
Balboa Wealth Partners
Arizona
$614K +$60.3K +2,218 +11%
RAS
1239
RPS Advisory Solutions
Kentucky
$612K -$359K -13,212 -37%
BCG
1240
Breakwater Capital Group
New Jersey
$612K -$1.2K -44 -0.2%
AFW
1241
Avantra Family Wealth
Pennsylvania
$610K +$2.39K +88 +0.4%
WJWM
1242
Williams Jones Wealth Management
New York
$608K -$38.1K -1,400 -6%
FSA
1243
Fort Sheridan Advisors
Illinois
$606K -$174K -6,412 -22%
SWA
1244
SOA Wealth Advisors
New York
$605K -$19.9K -733 -3%
FW
1245
Fairway Wealth
Ohio
$602K
MWP
1246
Meriwether Wealth & Planning
Louisiana
$601K -$96.6K -3,552 -14%
MW
1247
Merited Wealth
Florida
$600K +$595K +21,888 New
TWM
1248
Timmons Wealth Management
Massachusetts
$600K +$594K +21,861 New
CP
1249
Creekside Partners
California
$599K +$71.1K +2,614 +14%
TCM
1250
Telos Capital Management
California
$598K +$389K +14,314 +191%