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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
CIA
1326
Covington Investment Advisors
Pennsylvania
$484K -$1.17M -43,193 -71%
BAG
1327
Bridgewealth Advisory Group
California
$484K -$31.9K -1,172 -6%
CCP
1328
Clarkston Capital Partners
Michigan
$483K -$39.5K -1,452 -8%
PS
1329
Planned Solutions
California
$482K -$360K -13,255 -43%
SLA
1330
Silver Lake Advisory
Utah
$482K +$74.4K +2,736 +18%
CA
1331
Centerpoint Advisors
Massachusetts
$481K +$54 +2 +0%
BCM
1332
Basso Capital Management
Connecticut
$481K +$477K +17,534 New
UWPG
1333
Ullmann Wealth Partners Group
Florida
$480K
ACM
1334
Andina Capital Management
Utah
$480K
AWM
1335
Angeles Wealth Management
California
$479K
OFS
1336
Oldfather Financial Services
Nebraska
$479K -$21.9K -806 -4%
PAMG
1337
Patton Albertson Miller Group
Tennessee
$478K
TFGT
1338
TS Financial Group (TSFG)
Illinois
$478K -$8.62K -317 -2%
IAS
1339
Integrity Advisory Solutions
Texas
$477K +$39.4K +1,450 +9%
AFAS
1340
Acorn Financial Advisory Services
Virginia
$475K -$544 -20 -0.1%
OCA
1341
OpenArc Corporate Advisory
Georgia
$473K +$469K +17,255 New
HT
1342
Headlands Technologies
Illinois
$471K +$467K +17,184 New
RMDI
1343
R.M. Davis Inc
Maine
$471K +$22.1K +813 +5%
PFA
1344
Pure Financial Advisors
California
$470K -$160K -5,873 -26%
PC
1345
Payne Capital
Oregon
$469K
FFA
1346
First Foundation Advisors
California
$469K +$33.2K +1,220 +8%
TDC
1347
Thompson Davis & Co
Virginia
$469K -$1.63K -60 -0.3%
FFA
1348
Fairfield Financial Advisors
Massachusetts
$469K +$4.46K +164 +1%
DF
1349
Downshift Financial
Colorado
$464K +$408K +15,019 New
HOWA
1350
Heritage Oak Wealth Advisors
Florida
$461K -$17K -624 -4%