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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
RMC
1301
Ring Mountain Capital
California
$522K -$4.11K -151 -0.8%
NFC
1302
Northstar Financial Companies
Pennsylvania
$521K +$67.6K +2,485 +15%
GT
1303
Glenmede Trust
Pennsylvania
$520K +$515K +18,951 New
SWM
1304
Sherman Wealth Management
Maryland
$519K +$515K +18,923 New
BW
1305
Basepoint Wealth
Iowa
$519K +$5.11K +188 +1%
MCM
1306
Maple Capital Management
Vermont
$517K -$1.15M -42,316 -69%
CF
1307
Cyr Financial
Illinois
$517K -$6.13M -225,376 -92%
FSBI
1308
Fearless Solutions (Best Invest)
Texas
$516K -$1.22K -45 -0.2%
MG
1309
Mather Group
Illinois
$516K +$25.9K +953 +5%
SHA
1310
Seneca House Advisors
Virginia
$514K -$13K -479 -2%
FCP
1311
Fidelis Capital Partners
Florida
$513K -$21.2K -779 -4%
PP
1312
PDS Planning
Ohio
$511K +$979 +36 +0.2%
CMMS
1313
Comprehensive Money Management Services
Florida
$509K +$32.1K +1,180 +7%
ALWM
1314
Andrews Lucia Wealth Management
California
$509K +$5K +184 +1%
FA
1315
FC Advisory
Pennsylvania
$509K -$60.7K -2,231 -11%
JSA
1316
Jim Saulnier & Associates
Colorado
$503K +$499K +18,349 New
SIAP
1317
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$503K +$105K +3,852 +27%
CPA
1318
Cardiff Park Advisors
California
$498K -$25.6K -940 -5%
PIA
1319
Pinion Investment Advisors
Kansas
$498K -$471K -17,313 -49%
LCM
1320
Leisure Capital Management
California
$494K +$15.5K +570 +3%
OFG
1321
Omega Financial Group
California
$494K +$4.35K +160 +0.9%
CWG
1322
Cornerstone Wealth Group
North Carolina
$486K -$1.9K -70 -0.4%
VHAM
1323
Van Hulzen Asset Management
California
$486K +$24.1K +888 +5%
SFG
1324
Strive Financial Group
Indiana
$485K +$480K +17,671 New
DWM
1325
Destination Wealth Management
California
$485K +$46.9K +1,726 +11%