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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
BCP
1276
Blue Chip Partners
Michigan
$552K
CSI
1277
Cross Staff Investments
New York
$550K
KFA
1278
Kelleher Financial Advisors
New York
$550K
CWM
1279
Centurion Wealth Management
Virginia
$549K
1WM
1280
1900 Wealth Management
Texas
$548K
PP
1281
Patten & Patten
Tennessee
$548K
IWM
1282
Iams Wealth Management
Nebraska
$546K
TP
1283
Tranquility Partners
Tennessee
$544K
CAWM
1284
Capital Advisors Wealth Management
Washington
$543K
SHJ
1285
Sharkey, Howes & Javer
Colorado
$542K
CICC
1286
Capital Investment Counsel (Colorado)
Colorado
$539K
FFC
1287
First Financial Corp
Indiana
$537K
BAM
1288
Berkshire Asset Management
Pennsylvania
$534K
PK
1289
Pflug Koory
Nebraska
$530K
SIC
1290
Sigma Investment Counselors
Michigan
$530K
FGAM
1291
Financial Gravity Asset Management
Texas
$530K
NAS
1292
Nicolet Advisory Services
Wisconsin
$529K
ATPW
1293
Ashton Thomas Private Wealth
Arizona
$527K
NG
1294
Novem Group
New York
$526K
OC
1295
Optima Capital
Oregon
$524K
RMC
1296
Ring Mountain Capital
California
$522K
NFC
1297
Northstar Financial Companies
Pennsylvania
$521K
GT
1298
Glenmede Trust
Pennsylvania
$520K
SWM
1299
Sherman Wealth Management
Maryland
$519K
BW
1300
Basepoint Wealth
Iowa
$519K