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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
SFG
1376
Sovereign Financial Group
Connecticut
$440K -$4.32K -159 -1%
PWM
1377
PTM Wealth Management
United States
$440K +$111K +4,093 +35%
SWA
1378
Sax Wealth Advisors
New Jersey
$440K +$17.4K +639 +4%
PWM
1379
Prosperity Wealth Management
California
$439K +$39.3K +1,447 +10%
BAAM
1380
Baker Avenue Asset Management
California
$439K -$99.8K -3,672 -19%
HKIMG
1381
Hutchens & Kramer Investment Management Group
Indiana
$437K +$100K +3,690 +30%
HP
1382
Holistic Planning
Texas
$437K +$70K +2,576 +19%
SAM
1383
Secure Asset Management
Michigan
$436K -$653K -24,006 -60%
IWA
1384
Independent Wealth Advisors
North Carolina
$436K +$432K +15,885 New
KWM
1385
Kingsman Wealth Management
Florida
$435K +$218 +8 +0.1%
SWMG
1386
Sanchez Wealth Management Group
Florida
$434K
DSC
1387
Duncker Streett & Co
Missouri
$433K +$109 +4 +0%
AWS
1388
Aspen Wealth Strategies
Colorado
$433K +$59.7K +2,194 +16%
Allspring Global Investments
1389
Allspring Global Investments
North Carolina
$433K +$422K +15,533 New
SM
1390
Sensible Money
Arizona
$433K +$197K +7,240 +85%
PPL
1391
Planning Project LLC
Texas
$433K +$429K +15,775 New
BWM
1392
Brown Wealth Management
Illinois
$433K
WF
1393
WealthPoint Financial
North Carolina
$431K +$428K +15,729 New
BWA
1394
Basecamp Wealth Advisors
Washington
$431K +$428K +15,729 New
CWA
1395
CM Wealth Advisors
Ohio
$430K -$64.2K -2,360 -13%
EWA
1396
Emergent Wealth Advisors
New York
$427K -$81.3K -2,990 -16%
CQWA
1397
Chokshi & Queen Wealth Advisors
California
$427K +$25.4K +935 +6%
CP
1398
Cornerstone Planning
North Carolina
$426K +$423K +15,545 New
PWPS
1399
Pinnacle Wealth Planning Services
Ohio
$426K +$3.1K +114 +0.7%
NEWAS
1400
N.E.W. Advisory Services
Wisconsin
$422K +$315K +11,590 +305%