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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
BKA
1251
Brick & Kyle Associates
Pennsylvania
$597K +$16.7K +615 +3%
SL
1252
Salomon & Ludwin
Virginia
$595K -$625 -23 -0.1%
AF
1253
Aldebaran Financial
$594K
MCCP
1254
Mission Creek Capital Partners
California
$592K -$109 -4 -0%
LWA
1255
Lantern Wealth Advisors
New York
$591K +$23.7K +872 +4%
OA
1256
Oxbow Advisors
Texas
$588K -$185K -6,786 -24%
MCP
1257
Martin Capital Partners
Oregon
$586K -$15K -551 -3%
OFS
1258
OMC Financial Services
New York
$586K -$3.24K -119 -0.6%
BIM
1259
Baldwin Investment Management
Pennsylvania
$585K -$35.6K -1,308 -6%
EWM
1260
Evolution Wealth Management
Florida
$583K +$234K +8,608 +68%
CFG
1261
Clayton Financial Group
Missouri
$576K +$571K +21,000 New
T
1262
Tidemark
California
$575K
TBFA
1263
Three Bearings Fiduciary Advisors
New Hampshire
$573K +$523K +19,218 New
VV
1264
Verity & Verity
South Carolina
$573K +$2.28K +84 +0.4%
CLIP
1265
Colter Lewis Investment Partners
Connecticut
$573K +$568K +20,885 New
SWA
1266
Strata Wealth Advisors
Texas
$573K
VPIM
1267
Vanguard Personalized Indexing Management
California
$569K -$3.24K -119 -0.6%
DWM
1268
Drive Wealth Management
Utah
$566K +$146K +5,362 +35%
GSWM
1269
Golden State Wealth Management
California
$566K -$65.1K -2,393 -10%
GAM
1270
Gemmer Asset Management
California
$565K -$57.2K -2,104 -9%
KWS
1271
Keystone Wealth Services
California
$563K +$76.5K +2,814 +16%
ZIM
1272
Zacks Investment Management
Illinois
$563K +$75.8K +2,788 +16%
CT
1273
Colonial Trust
South Carolina
$563K
OAG
1274
Oakmont Advisory Group
New Mexico
$562K +$558K +20,504 New
CFS
1275
Commonwealth Financial Services
West Virginia
$561K -$3.92K -144 -0.7%