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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
CA
1326
Centerpoint Advisors
Massachusetts
$481K
BCM
1327
Basso Capital Management
Connecticut
$481K
UWPG
1328
Ullmann Wealth Partners Group
Florida
$480K
ACM
1329
Andina Capital Management
Utah
$480K
AWM
1330
Angeles Wealth Management
California
$479K
OFS
1331
Oldfather Financial Services
Nebraska
$479K
PAMG
1332
Patton Albertson Miller Group
Tennessee
$478K
TFGT
1333
TS Financial Group (TSFG)
Illinois
$478K
IAS
1334
Integrity Advisory Solutions
Texas
$477K
AFAS
1335
Acorn Financial Advisory Services
Virginia
$475K
OCA
1336
OpenArc Corporate Advisory
Georgia
$473K
HT
1337
Headlands Technologies
Illinois
$471K
RMDI
1338
R.M. Davis Inc
Maine
$471K
PFA
1339
Pure Financial Advisors
California
$470K
PC
1340
Payne Capital
Oregon
$469K
FFA
1341
First Foundation Advisors
California
$469K
TDC
1342
Thompson Davis & Co
Virginia
$469K
FFA
1343
Fairfield Financial Advisors
Massachusetts
$469K
DF
1344
Downshift Financial
Colorado
$464K
HOWA
1345
Heritage Oak Wealth Advisors
Florida
$461K
ICP
1346
Impact Capital Partners
Colorado
$459K
PCM
1347
Presidio Capital Management
California
$458K
KF
1348
Ketron Financial
California
$457K
CWA
1349
Cura Wealth Advisors
Illinois
$456K
OWA
1350
Octavia Wealth Advisors
Ohio
$454K