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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
ICP
1351
Impact Capital Partners
Colorado
$459K -$23.5K -864 -5%
PCM
1352
Presidio Capital Management
California
$458K -$24.8M -912,308 -98%
KF
1353
Ketron Financial
California
$457K +$453K +16,658 New
CWA
1354
Cura Wealth Advisors
Illinois
$456K +$1.44K +53 +0.3%
OWA
1355
Octavia Wealth Advisors
Ohio
$454K +$1.03K +38 +0.2%
GWANC
1356
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K +$91.1K +3,352 +25%
SPA
1357
Sentinel Pension Advisors
Massachusetts
$453K -$37.8K -1,389 -8%
SSWM
1358
Smith Salley Wealth Management
North Carolina
$453K -$53.5K -1,967 -11%
TH
1359
Team Hewins
California
$452K +$208K +7,661 +87%
1SB
1360
1ST Source Bank
Indiana
$452K -$5.44K -200 -1%
PHIC
1361
Pine Haven Investment Counsel
Massachusetts
$451K +$38.1K +1,400 +9%
SFO
1362
Stokes Family Office
Louisiana
$451K -$1.83M -67,136 -80%
EWA
1363
Etesian Wealth Advisors
Oregon
$451K -$19.5K -716 -4%
AG
1364
AmeriFlex Group
Nevada
$450K -$264K -9,717 -37%
RCAG
1365
Rehmann Capital Advisory Group
Michigan
$450K +$118K +4,332 +36%
AAG
1366
Armstrong Advisory Group
Massachusetts
$449K +$19.5K +718 +5%
ESB
1367
Essex Savings Bank
Connecticut
$448K
RFC
1368
Regions Financial Corp
Alabama
$446K -$13.7K -505 -3%
FNBT
1369
FineMark National Bank & Trust
Florida
$444K
WHG
1370
Westwood Holdings Group
Texas
$443K
AC
1371
Apella Capital
Connecticut
$441K +$54K +1,987 +14%
PVI
1372
Pine Valley Investments
New Jersey
$441K +$5.79K +213 +1%
CA
1373
Claro Advisors
Massachusetts
$441K +$204K +7,496 +87%
PGWA
1374
Plus Group Wealth Advisors
Wisconsin
$441K +$437K +16,076 New
WA
1375
Wealthstar Advisors
Texas
$440K -$14.9K -549 -3%