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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
MCM
1301
Maple Capital Management
Vermont
$517K
CF
1302
Cyr Financial
Illinois
$517K
FSBI
1303
Fearless Solutions (Best Invest)
Texas
$516K
MG
1304
Mather Group
Illinois
$516K
SHA
1305
Seneca House Advisors
Virginia
$514K
FCP
1306
Fidelis Capital Partners
Florida
$513K
PP
1307
PDS Planning
Ohio
$511K
CMMS
1308
Comprehensive Money Management Services
Florida
$509K
ALWM
1309
Andrews Lucia Wealth Management
California
$509K
FA
1310
FC Advisory
Pennsylvania
$509K
JSA
1311
Jim Saulnier & Associates
Colorado
$503K
SIAP
1312
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$503K
CPA
1313
Cardiff Park Advisors
California
$498K
PIA
1314
Pinion Investment Advisors
Kansas
$498K
LCM
1315
Leisure Capital Management
California
$494K
OFG
1316
Omega Financial Group
California
$494K
CWG
1317
Cornerstone Wealth Group
North Carolina
$486K
VHAM
1318
Van Hulzen Asset Management
California
$486K
SFG
1319
Strive Financial Group
Indiana
$485K
DWM
1320
Destination Wealth Management
California
$485K
CIA
1321
Covington Investment Advisors
Pennsylvania
$484K
BAG
1322
Bridgewealth Advisory Group
California
$484K
CCP
1323
Clarkston Capital Partners
Michigan
$483K
PS
1324
Planned Solutions
California
$482K
SLA
1325
Silver Lake Advisory
Utah
$482K