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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
LWA
1251
Lantern Wealth Advisors
New York
$591K
OA
1252
Oxbow Advisors
Texas
$588K
MCP
1253
Martin Capital Partners
Oregon
$586K
OFS
1254
OMC Financial Services
New York
$586K
BIM
1255
Baldwin Investment Management
Pennsylvania
$585K
EWM
1256
Evolution Wealth Management
Florida
$583K
CFG
1257
Clayton Financial Group
Missouri
$576K
T
1258
Tidemark
California
$575K
VV
1259
Verity & Verity
South Carolina
$573K
CLIP
1260
Colter Lewis Investment Partners
Connecticut
$573K
SWA
1261
Strata Wealth Advisors
Texas
$573K
VPIM
1262
Vanguard Personalized Indexing Management
California
$569K
DWM
1263
Drive Wealth Management
Utah
$566K
GSWM
1264
Golden State Wealth Management
California
$566K
GAM
1265
Gemmer Asset Management
California
$565K
KWS
1266
Keystone Wealth Services
California
$563K
ZIM
1267
Zacks Investment Management
Illinois
$563K
CT
1268
Colonial Trust
South Carolina
$563K
OAG
1269
Oakmont Advisory Group
New Mexico
$562K
CFS
1270
Commonwealth Financial Services
West Virginia
$561K
AT
1271
American Trust
Kentucky
$561K
UFA
1272
Unify Financial Advisors
Florida
$559K
ARC
1273
Advisor Resource Council
Texas
$559K
DS
1274
DRW Securities
Illinois
$555K
BHA
1275
Beech Hill Advisors
New York
$554K