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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
AT
1276
American Trust
Kentucky
$561K -$594K -21,839 -52%
UFA
1277
Unify Financial Advisors
Florida
$559K +$554K +20,389 New
ARC
1278
Advisor Resource Council
Texas
$559K +$510K +18,742 New
DS
1279
DRW Securities
Illinois
$555K +$111K +4,100 +25%
BHA
1280
Beech Hill Advisors
New York
$554K +$188K +6,900 +52%
BCP
1281
Blue Chip Partners
Michigan
$552K +$227K +8,351 +71%
CSI
1282
Cross Staff Investments
New York
$550K +$12K +441 +2%
KFA
1283
Kelleher Financial Advisors
New York
$550K
CWM
1284
Centurion Wealth Management
Virginia
$549K -$6.8K -250 -1%
1WM
1285
1900 Wealth Management
Texas
$548K +$543K +19,971 New
PP
1286
Patten & Patten
Tennessee
$548K -$313K -11,524 -37%
IWM
1287
Iams Wealth Management
Nebraska
$546K +$9.03K +332 +2%
TP
1288
Tranquility Partners
Tennessee
$544K -$2.85K -105 -0.5%
CAWM
1289
Capital Advisors Wealth Management
Washington
$543K -$131K -4,817 -20%
SHJ
1290
Sharkey, Howes & Javer
Colorado
$542K -$94.1K -3,459 -15%
CICC
1291
Capital Investment Counsel (Colorado)
Colorado
$539K -$2.89M -106,160 -84%
FFC
1292
First Financial Corp
Indiana
$537K -$93.9K -3,455 -15%
BAM
1293
Berkshire Asset Management
Pennsylvania
$534K -$1.9M -69,830 -78%
PK
1294
Pflug Koory
Nebraska
$530K +$2.04K +75 +0.4%
SIC
1295
Sigma Investment Counselors
Michigan
$530K -$1.88K -69 -0.4%
FGAM
1296
Financial Gravity Asset Management
Texas
$530K +$237K +8,703 +82%
NAS
1297
Nicolet Advisory Services
Wisconsin
$529K -$9.82K -361 -2%
ATPW
1298
Ashton Thomas Private Wealth
Arizona
$527K +$42.4K +1,561 +9%
NG
1299
Novem Group
New York
$526K -$50.4K -1,852 -9%
OC
1300
Optima Capital
Oregon
$524K +$49.4K +1,818 +11%